PTD/RTD Production

The PTD/RTD Production report shows period to date (PTD) and range to date (RDT) time, expenses, and surcharges, allowing you to monitor the production of the services performed for clients.

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>
• Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients

Reports in Foundation that are Comparable

In Practice Management, the comparable report is PTD RTD 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
Hide Details	Yes/No	Includes or excludes details of each transaction. If hidden, select to subtotal your groups to view the amounts for each selected grouping.
Select to Include Transactions Using…	List	Determines the type of date to use for the date range of the report. The options are Transaction Date and Accounting Period Date.
Hide Comma	Yes/No	Includes or excludes commas in numbers.
Hide Penny	Yes/No	Includes or excludes pennies in amounts.
Include Deleted Clients	Yes/No	Includes or excludes deleted client information.

Default Filters
Field Name	Operator	Value
PTD	Between	First Day of Current Month, Last Day of Current Month
RTD	Between	First Day of Current Fiscal Year, Last Day of Current Fiscal Year

Notes:

• The PTD (period to date) fields may display values for a more limited period, such as a month or a quarter. The RTD (range to date) fields display values for a longer time span, such as a fiscal or calendar year. The date values entered for PTD must be within the RTD date values.
• If you remove the PTD and RTD fields and later decide they should be selected, use Reset Defaults to add these fields. If you manually add these fields, the logic statement used between the fields is AND instead of OR, causing inaccurate reporting data.

Optional Filters
Available Fields
Business Code	Client Primary Service Type	PTD Surcharge
Category	Client Region	PTD Time
Client	Client Sub ID	Return Group
Client – Principal	Client Type	RTD
Client Bill Manager	Financial Reporting Client Group	RTD Expense
Client Business Unit	Line of Business	RTD Surcharge
Client ID	Manager	RTD Time
Client ID.Sub ID	Primary Partner	Service Code
Client Name	PTD	Subcategory
Client Office	PTD Expense	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.

Grouping
Available Fields
Business Code	Client Name	Manager
Category	Client Office	Primary Partner
Client	Client Primary Service Type	Return Group
Client - Principal	Client Region	Sort Name
Client Bill Manager	Client Sub ID	Subcategory
Client Business Unit	Client Type	Tax Type
Client ID	Financial Reporting Client Group
Client ID.Sub ID	Line of Business

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
PTD Expense	PTD Time	RTD Surcharge
PTD Surcharge	RTD Expense	RTD Time

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
Service Code	The transaction service code in Service Code Name (Service Code ID) format.
PTD Time	All time posted for the date range selected.
PTD Expense	All expenses posted for the date range selected.
PTD Surcharge	All surcharges posted for the date range selected.
RTD Time	All time posted for the date range selected.
RTD Expense	All expenses posted for the date range selected.
RTD Surcharge	All surcharges posted for the date range selected.

PTD/RTD Production Sample Report