Active Invoices Summary By Status

This report displays all active invoices that underwent a status change since the selected date, grouped by status.

Use the Active Invoices Summary by Status report to determine:

· How many active invoices are in a particular status

· How long an invoice has been in its current status

· The total amount owed for invoices of each status group

To generate the report, follow these steps:

1. Select Reports/Dashboards from the Reports menu.

2. Select Active Invoices Summary By Status from the Billing or Collections tab.

3. Use the interactive calendar to select a date range for the report. The date you select is the start of the date range up to the current date.

To include all active invoices in the report, run Active Invoices and use the date of the oldest invoice as the Start Date.

4. Select a currency from the list box. Only invoices in the selected currency will be included in the report.

5. Select ascending or descending order for displaying the status groups.

6. Select a sort option from the list box for displaying the data. Options correspond to the columns in the report display.

7. Select ascending or descending order for displaying the sort option data.

8. Click Submit to generate the report based on your selections. The following table describes the report columns.

Column	Definition
Invoice Number	A unique number from the firm's Time and Billing system that identifies the invoice.
Fees	The total fees (and fee adjustments) for the invoice.
Expenses	The total expenses (and expense adjustments) for the invoice.
Invoice Amount	The total amount of all fees, expenses, and adjustments for the invoice.
Status Date	The date of the most recent status change for the invoice in eBillingHub.
Matter Id	A unique number from the firm's Time and Billing system that identifies the matter associated with this invoice.
Matter Name	The name of the matter.
Client #	A unique number from the firm's Time and Billing system that identifies a client.
Client	The name of the client.

You can export the report data to several formats. Click here for more information.