At this time of year, many of my Timeslips clients ask how to create a list of their top clients. One of the easiest way to do this is to print the Timeslips Slip Summary Listing to Excel and then sort by the Total Fees column. Here's how:
Go to Timeslips Reports; Slips; Slip Summary Listing
- Enter date range criteria on the Timeslips criteria selection screen.
Click on "Options". Check the boxes shown
Click on the "Sort and Subtotal" tab. Select Client Nickname 1 and Subtotal. Next, Print to Microsoft Excel
Export Report Data in Columns and Include Column Titles.
Once the Report is displayed in Excel, you can sort the "Billed Slip Value" column from "Largest to Smallest" .