DESCRIPTION

There are 2 reports in Reports Launcher (SYREPORT) which can provide the Unbilled WIP amount. 

This article is written with step-by-step Instructions to run Unbilled WIP Report for a specific Date Range or Financial Year.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs

STEPS TO FOLLOW

Report A | Run Matter Balances Report

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Report Launcher (SYREPORT) program

3. Report Launcher screen appears

4. Select MATTER under Group (left pane)

5. Choose Matter Balances Report under Report (right pane)

6. Choose required option from Report Setup filter area

7. Apply necessary filter option in Selection Criteria, Record Selection and Output Options

8. Click Start Report button

Report B | Run Billable WIP by Fee Earner Report

1. Open Report Launcher (SYREPORT) program 

2. Select TIME under Group (left pane)

3. Choose Billable WIP by Fee Earner Report under Report (right pane)

4. Choose required option from Report Setup filter area

5. Apply necessary filter option in Report Options and Record Selection 

6. Click Start Report button

NOTE: Compare and check if both reports has same results

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com