M
Mary Joy Rumbaoa
We've identified a significant limitation in the app's reporting functionality that's causing issues with our time entry reports.
Currently, the system only allows us to use a single column value field and doesn't permit using the same value field more than once. This creates a problem when we run time entry reports, as we often need to reference the "matter name" twice to accurately categorize hours. Since the app restricts this, our reports frequently generate inaccurate data.
As a result, our team is forced to perform manual calculations to determine the total billable and non-billable hours for our employees. This is a time-consuming and inefficient process.
We're requesting the ability to use the same column value field multiple times within reports. This feature would drastically improve the accuracy of our data, eliminate the need for manual workarounds, and make the reporting process much more user-friendly.
We've noticed a significant usability issue when applying filters in the app. Currently, whenever a new filter is added, the system reloads immediately without waiting for us to fully input or select all our desired filter criteria.
For example, on the sample video I provided, I was trying to filter for:
  1. Column: Billing Type, Operator: Is, Value: Non-billable
  2. Column: Matter Name, Operator: Is Not, Value: Firm Administration
  3. Column: Matter Name, Operator: Is Not, Value: Firm Networking
The system currently doesn't allow me to use "Matter Name" with "Is Not" twice. This means we can't exclude multiple specific matters from our reports, which forces us to manually clean data after export.
Jam.io video: https://jam.dev/c/5c378fca-d28b-47e8-8e6d-dcaccb026462