Client Production
The Client Production report shows production and billing totals for each client. This report is used to compare the production amounts of WIP to the billed amounts per client.
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, the comparable report is Client Production. In Practice Advantage, there is no comparable report.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Show Detail By |
List |
Groups detail by type. The options are No Selection, Staff, Service Code, and Project. |
Hide Comma |
Yes/No |
Includes or excludes commas in numbers. |
Hide Penny |
Yes/No |
Includes or excludes pennies in amounts. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Transaction Date | Between | First Day of Current Fiscal Year, Last Day Of Current Fiscal Year |
Optional Filters | ||
---|---|---|
Available Fields | ||
Accounting Period Date |
Client Office |
Primary Partner |
Billing Hours |
Client Primary Service Type |
Production Amounts |
Business Code |
Client Region |
Production Hours |
Client |
Client Sub ID |
Project Name |
Client – Principal |
Client Type |
Real % |
Client Bill Manager |
Effective Rate |
Return Group |
Client Billing Group |
Financial Reporting Client Group |
Service Code |
Client Business Unit |
Invoice w/o Progress |
Staff |
Client ID |
Line of Business |
Tax Type |
Client ID.Sub ID |
Manager |
Transaction Date |
Client Name |
Posted Date |
Write Up/Down |
Grouping | ||
---|---|---|
Available Fields | ||
Business Code |
Client ID.Sub ID |
Financial Reporting Client Group |
Client |
Client Name |
Line of Business |
Client – Principal |
Client Office |
Manager |
Client Bill Manager |
Client Primary Service Type |
Primary Partner |
Client Billing Group |
Client Region |
Return Group |
Client Business Unit |
Client Sub ID |
Sort Name |
Client ID |
Client Type |
Tax Type |
Sorting | ||
---|---|---|
Available Fields | ||
Billing Hours |
Invoice w/o Progress |
Service Code |
Client ID |
Production Amounts |
Write Up/Down |
Client Name |
Production Hours |
|
Effective Rate |
Real % |
|
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 |
Client ID |
The client ID and sub-ID (Client ID.Sub-ID). |
Client Name |
The client name. |
Detail Section (Staff, Service Code, or Project) |
The staff name, service code, or project (depending on what was selected in options and settings) for the transactions. |
Production Hours |
All hours entered for the date range. |
Production Amounts |
All amounts entered for the date range, including expenses. |
Billing Hours |
The total hours billed within the date range. |
Invoiced w/o Progress |
The total billed WIP amount for the client w/o progress. |
Write Up/Down |
The total write up/down amount for the billed WIP. |
Real % |
The billed amount plus write up/down divided by billed amount. |
Effective Rate |
The invoiced without progress amount divided by the number of billed hours. |
Client Production Sample Report