The Timekeepers Table lets you explore all your firm's timekeeper data in one place. By default, you'll see the Main Table View. This view gives you a complete picture, showing all available data points without any filters.
Think of it like a giant spreadsheet. You have the power to:
Slice and Dice: Use filters to narrow down the data and find exactly what you're looking for.
Hide or Show Columns: Hide columns that aren't relevant and show only the information you need.
This way, you can quickly drill down to the details that are most important to you and your work. In this article we will be covering:
Note: You can view a Timekeeper's Detail Page anytime by clicking on the timekeeper's name. Click here to learn more about timekeeper profiles!
Customizing Columns
You are in the driver seat with what types of information you want displayed! This includes being able to select which columns you would like to hide or show. There are columns available for the various data points available within your Insights dashboard, including:
Demographic Information (ID number, name title, start date, end date, phone, email, fax, address, law school etc.)
Timekeeper Information (active, department, office, practice group, timekeeper type)
Hours Status (calendar YTD, fiscal YTD, last billed date, month to date, total hours, prior calendar YTD, prior fiscal year YTD)
Languages
Skillsets (skills desired, skills possessed)
Bar Admissions
To re-order the columns being displayed, simply click on the column name to drag and drop the column. Move these columns in the table display or within the column pop-out window by grabbing the dots to the left of the name.
Example: If you only want to see timekeeper names, emails, offices, and hours YTD, you would simply select these boxes from the columns menu. Any columns not selected will not show up in within your table.
Filtering Data
The Table Filters allow you to drill down and find the exact information you are searching for. The filters available mirror the column types above.
Example: If you would like to know how many real estate associates in the Denver office have billed less than 10 hours this fiscal year, simply filter by office, hours FYTD, title and practice group.
Create Row Groups
Row Grouping allows rows to be grouped by columns with the grid performing a 'group by' operation on the rows supplied to the grid.
Build your desired groups by dragging the column header to the top of the table. This will then allow for you to see the data grouped based on the selected column.
This feature can be used if you'd like to view data grouped by a specific metric (ex. department, law school, office etc.).
Saved Views
Once you have your desired columns and filters, you can then name and save this view, so that you (and your fellow administrators) can use this view in the future, without having to recreate these steps. This data is dynamic, so it will update as the status updates (ex. increases in hours, change of office etc).
You can also favorite, edit or delete these views at any time. A "favorited" view allows you to quickly find your most used views!
Note: If you try to delete a view that is favorited by another user, a warning will be displayed indicating a colleague has it in their favorites list.
Example: You manage the New York office only. You provide a monthly report to the global committee chair with the New York pro bono hours. You can favorite your view of the New York timekeepers and easily find and export this data every month.
Email Timekeepers
For ease of communication, you can select any and all timekeepers in a given list and select the "Email" button to reach out to them directly from your email client.
Example: You want to email all associates who have billed over 50 hours to congratulate them on hitting their firm hour requirements! You can filter by hours FTYD is equal to or greater than 50 and select the email button to efficiently send that communication!
Add Tags
From any view, you can also add tags to specific timekeepers by selecting the "Add Tags" button on the top right-hand side of the table. This will allow you to add tags to timekeepers in bulk. For more information on Tagging and Tag Management, check out this help article!
Example: You want to tag all timekeepers that have billed over 50 hours this fiscal year as your "Pro Bono Champions." You can filter by FYTD hours and then select Add Tag and quickly mark all of these users with this designation.
Export Your Views
All views are exportable by right clicking anywhere in the table! You can choose to export to CSV or Excel.
Note: You can quickly search for any keyword within the able by using the local search bar in the top right-hand corner of the table. The search will look for exact matches.
