Staff Time Analysis

The Staff Time Analysis report assists with the management of staff effectiveness by including the amount of time staff works with each client, project, and service code.

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, there is no comparable report. In Practice Advantage, the comparable report is Employee Time Analysis.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option Setting Description

Include Deleted Staff

Yes/No

Includes or excludes deleted staff information.

Show Productivity

Yes/No

Includes or excludes the staff productivity section of the report.

Show Cost

Yes/No

Includes or excludes the cost analysis section of the report.

Select to Include Transactions Using….

List

Determines the type of transaction date to include for PTD or RTD results. The options are Transaction date or Accounting period date.

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

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

Staff Status

=

All

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

Area of Expertise

Project Actual Finish

Project Planned Start

Billable Type

Project Actual Start

Project Status

Category ID

Project Business Unit

Project Team

Category Name

Project ID

PTD

Client

Project Name

Report Name

Client Name

Project Office

RTD

Department

Project Original Planned Finish

Service Code ID

Project

Project Planned Finish

Service Code Name

Staff

Staff Office

Staff Status

Staff Business Unit

Staff Position

Subcategory ID

Staff ID

Staff Region

Subcategory Name

Staff Name

Staff Reporting Manager

 

Grouping
Available Fields

Billable Type

Project ID

Staff Name

Category ID

Project Name

Staff Office

Category Name

Project Office

Staff Position

Client ID

Project Status

Staff Region

Client ID.Sub ID

Report Name

Staff Reporting Manager

Client Name

Service Code ID

Staff Status

Client Sort Name

Service Code Name

Subcategory ID

Department

Staff

Subcategory Name

Project

Staff Business Unit

 

Project Business Unit

Staff ID

 

Note: If you set Show Productivity or Show Cost to Yes in Options and Settings, the productivity or cost sections will display only if you group the report by Staff, Staff ID, Staff Name, or Report Name. Productivity and cost are reflected only in these groupings and in the grand total.

Sorting
There are no sorting options for this report.

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.

PTD Hours

The total of all hours posted for the date range selected.

%

The percentage of detail total hours to group option total hours, calculated by dividing each line item total hours by the grand total hours for the group method.

PTD Amount

The total of all amounts posted for the date range selected.

%

The percentage of detail total amounts to group option total amounts, calculated by dividing each line item total amounts by the grand total amounts for the group method.

RTD Hours

The total of all hours posted for the date range selected.

%

The percentage of detail total hours to group option total hours, calculated by dividing each line item total hours by the grand total hours for the group method.

RTD Amount

The total of all amounts posted for the date range selected.

%

The percentage of detail total amounts to group option total amounts, calculated by dividing each line item total amounts by the grand total amounts for the group method.

Productivity

Billable Time

The total of all billable hours and amounts posted for the date range selected.

Write Up/Down

The net of write up/down on billed time amounts during the range selected.

Effective Rate

The calculation of billed amount + write up/down divided by billed hours.

Note: The Effective Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm.

Billable Productivity Rate

The calculation of billed amount + write up/down divided by billable production hours for the period.

Productivity Rate

The calculation of billed amount + write up/down divided by total production hours for the period including nonbillable.

Cost Analysis

Cost Amount

The sum of cost for all transactions entered for the staff during the date range selected.

Cost Rate

The cost divided by total production hours.

Return Amount

The calculation of invoice amounts (billed amount+ write up/down)- cost amount from this report.

Return Rate

The return amount divided by the total bill and non-bill hours entered for the period

Staff Time Analysis Sample Report