The Calendar View is the fastest way to monitor your average rate. The Calendar View shows the following rate information:
- Average Billable Rate and Effective Rate for each day
- A Trend Chart that can be set to increment by Rate to view rate trends over time.
Using the Calendar View
Opening the Calendar View:
- In Juris Suite, select Calendar in the Views panel.
Using the Calendar View:
- Make sure to click your name in the Groups panel on the left side of the screen to assure that the Calendar is showing only your values.
- Hover over a day on the calendar with the mouse to see details for that day, which includes Average Billable Rate and Effective Rate.
- To modify the calendar view to show more or less days, go to Tools > Settings > User Settings.
Using the Trend Chart incremented by Rate
The Trend Chart is at the bottom of the Calendar View screen and contains 3 separate components: a small Calendar on the left side, a Chart in the middle, add a list of Summary Information on the right side.
- Change the increment of the Trend Chart to by Rate in order to view rate trends graphically. At the top right side of the trend chart is a drop-down box. The drop down box offers the increment options of By Hours, By Rate or By Amount. Select by Rate.
- Using the small Calendar on the left side, select the days you would like to view. Days may be selected in the following ways:
- Use Ctrl + Click to select several, non-sequential days.
- Use Shift + Click to select several, sequential days.
- Click the drop down arrow at the top of the calendar to select from the following options:
- Go To Today
- Select Current Week
- Select Current Month
- Select Last Week
- Select last Month
- Select Year to Date
- Please note that if too many days are selected, the system will be unable to clearly reflect this information graphically in the Trend Chart, however the Summary Information will be reflected for the days selected.