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

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

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

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

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