Billing Q&A: Top Client Report

November 2022    Tags: Reports, Tabs3 Billing, Year-End

I’d like to see a list of the top 20 clients for hours worked in 2022. Is there a report for that?

Tabs3 Billing has a Top Client Report, which provides the ability to rank clients or matters based on different criteria. This report shows the top hours worked, WIP figures, billed figures, paid figures, and more.

To print the top 20 clients for billed fees

1. In the Quick Launch, search for and select “Top Client Report.”
2. Leave the Client ID range blank.
3. On the Options tab:
   1. In the Print section, in the Top field, enter “20” and then select Clients.
   2. In the Ranked by field, select All Hours Worked.
   3. In the Period section, in the Date field, select Current Calendar Year.
4. Click OK.