Hi Sandra,

If you would like detailed billing (or unbilled work in progress) information, GridView can access the 'Work in Progress' data file in order to report on any of unbilled time or expenses, or billed time or expenses. It is straight-forward to sort or select records by any of the stored information in the Work in Progress file, such as customer, file, file type, staff, date, etc.

A few built-in management reports such as the Time & Disbursement Ledger, Billing Memo or Aged Work in Progress reports already read and report from this file. For example, the Aged Work In Progress allows sorting and selecting by the Account Set.

Summary reports in Time&Billing read statistical values such as MTD or YTD amounts that are stored directly on the respective records (docket, staff, file type, etc) and as such there is no drill-down to details for these reports.

I agree with Steve that the learning curve for GridView is much less than Crystal Reports, but it depends on whether presentation-quality is required for your reports, or whether just getting at the information with greater speed is the most important facet.
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Regards,
Softrak Tech Support