Tasks Group by Tag Report

Overview

The Tasks Group by Tag report displays a list of all tasks for which a specific tag has been assigned. The report offers information regarding whether the resulting time entry from the task has been billed and for how many hours. This report is useful for seeing the time spent and billed for tasks of a specific category.

 

NOTE

The Invoiced and Uninvoiced columns refer to the hours entered in the time entry that is created when the task is completed. This is an optional feature for tasks. If a time entry is not created, no time will be reflected in those columns. 

 

Accessing the Tasks Group by Tag Report

The Tasks by group Report is located at Reports > Matter Reports in the Matter Financial category.

 

Report Configuration Options

Matter

The matter selection field dictates against which matter(s) the report is run. Each selected matter is represented by its matter ID. Selecting the 'X' next to the matter's ID will remove that matter from the field selection. When the dropdown arrow is selected, a list of all matters is displayed. These can be selected to add to the report results. Matters can be searched by typing the name or part of the name into the matter selection search field.

View Type

Denotes the output as PDF

 

The Tasks Group by Tag Report can only output to PDF. To generate the PDF, select the 'Submit' button.

This will download the report in PDF format.

 

Understanding the Output of the Tasks Group by Tag Report

The header of the report provides basic information including a description of the report, the state recorded in the contact record of the current division, and the date and time the report was generated.

 

NOTE

If you are not using divisions in Actionstep, the state will always reflect the state entered in your Company Contact Record.

Tag-Summary Table 

The Tag Summary Table displays summed information for all tags used for tasks in the selected matter(s). 

Tag	The name of the tag used for tasks in the selected matter(s)
Invoiced	The number of hours invoiced for time entries resulting from tasks with the corresponding task
Uninvoiced	The number of hours that have not been invoiced for time entries resulting from tasks with the corresponding task
Total	The total hours for time entries resulting from tasks with the corresponding tag for the selected matter(s)
Totals	At the bottom of the table, the Invoiced, Uninvoiced, and Total columns are summed

 

Individual Tag Tables

For each tag that is used for a task on the selected matters, a table will be created which only displays information attributed to that tag.

ID	The task ID
Task	The name of the task
Assigned to	The name of the user to whom the task is assigned.
Completed	The date the task was completed. Will be blank if task is yet to be completed.
Invoiced	The number of hours invoiced from the time entry resulting from the associated task.
Uninvoiced	Number of hours yet to be invoiced from the time entry resulting from the associated task.
Total	The total hours for time entries resulting from the associated task.
Totals	At the bottom of the table, the Invoiced, Uninvoiced, and Total columns are summed.