*** Gardiant Pivot Table template and video with instructions attached, at the end of this article. ***
Run the Billing Case Note Details report by entering the start and end date desired, selecting Professional Hours (select All if interested in seeing Travel and Mileage associated with the various activity types) in the Charge Type parameter, and Preview. Once the report comes back with results, export it to Excel, and follow these steps:
Save the attached template to your desktop.
From the Excel report, CTRL + A to highlight all the data, CTRL + C to copy.
Go to the Billing Details sheet on the template, click in the A1 cell, and CTRL + V to paste the data (click Yes to replace the already existing data).
Go to the Pivot Table sheet.
After clicking anywhere in the Pivot Table, go to the Analyze tab, click on the Change Data Source button, and choose Change Data Source...:
The Change Pivot Table Data Source window will open. Leave the Select a table or range radio button selected.
CTRL + SHIFT + END to highlight the entire table, and click OK.
The Pivot Table is now showing data from the report.