How to print or export WIP

Below are a number of ways to print WIP based on what you are trying to achieve:

Option 1: A total amount of Unbilled WIP on a per matter basis.

From the Matters screen, please ensure you configure your fields to show at the very least the matter number and the Unbilled WIP field. Once you have all the fields you would like to see, click on the 3 dots in the right hand corner and choose the Create Report option.

Option 2: A breakdown of unbilled WIP based on date ranges

Go to the reports window and under the Management reports choose the report called unbilled work. This will show you the below information:

Option 3: Individual outstanding WIP per matter.

From the matters screen, choose the matter you are interested in. Click on Time & Billing. Make sure the dropdown for Uninvoiced Work is set yo Uninvoiced Work. Click on the three dots on the right hand side and and click on create report.