The Banked Hours report includes the staff hours banked, hours used, hours remaining, and the allowance for each staff.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
- Security group profile > Functional rights > Reports > Firm Library > <report name>
Reports in Foundation that are Comparable
In Practice Management and Practice Advantage there are no comparable reports. This is a new standard report.
Report Specifications
The following report options and filters are available to determine the report contents.
| Options and Settings |
|---|
| There are no options and settings for this report. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
|
Transaction Date |
Between |
First Day Of Current Fiscal Year, Last Day Of Current Fiscal Year |
|
Staff Status |
= |
All |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Allowance |
Skill Level |
Staff Region |
|
Area of Expertise |
Staff |
Staff Reporting Manager |
|
Banked Hours |
Staff Business Unit |
Staff Status |
|
Beginning Hours |
Staff ID |
Transaction Date |
|
Department |
Staff Name |
Used Hours |
|
Remaining Hours |
Staff Office |
|
|
Report Name |
Staff Position |
|
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Department |
Staff ID |
Staff Region |
|
Report Name |
Staff Name |
Staff Reporting Manager |
|
Staff |
Staff Office |
|
|
Staff Business Unit |
Staff Position |
|
| Sorting | ||
|---|---|---|
| Available Fields | ||
|
Allowance |
Beginning Hours |
Staff |
|
Banked Hours |
Remaining Hours |
Used Hours |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
| Report Fields | |
|---|---|
| Field | Description |
|
Staff |
The staff name in last name, first name (staff ID) format. |
|
Beginning Hours |
The total available banked hours as of the start date of the report. |
|
Banked Hours |
The banked hours for the dates selected. |
|
Used Hours |
The used hours for the dates selected. |
|
Remaining Hours |
The beginning hours + banked hours – used hours. |
|
Allowance |
The number of banked hours allowed for staff per year. |
Banked Hours Sample Report
