Staff WIP Productivity

The Staff WIP Productivity report displays the staff productivity by category, subcategory, and service code. Only WIP for the date range entered on the report is included. The billed WIP on this report may not reflect the same amounts as other WIP reports that include all billed WIP regardless of the transaction date.

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 Employee Productivity by Service Code (Custom Library). 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 excluded, only the headers and footers for each group with amounts only for the grand total display in the report. To view a summary amount for each group, select to subtotal the group.
Select to Include Transactions Using…	List	Determines the type of date to use for the date ranges selected. 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 Staff	Yes/No	Includes or excludes deleted staff information.

Default Filters
Field Name	Operator	Value
PTD	Between	First day of Current Month, Today
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
% of Total Billable (PTD)	Billed Amount (PTD)	Report Name
% of Total Billable (RTD)	Billed Amount (RTD)	RTD
% of Total Nonbillable (PTD)	Billed Hours (PTD)	Service Code
% of Total Nonbillable (RTD)	Billed Hours (RTD)	Skill Level
Area of Expertise	Billed Rate (PTD)	Staff
Billable Expenses (PTD)	Billed Rate (RTD)	Staff Business Unit
Billable Expenses (RTD)	Category	Staff ID
Billable Hours (PTD)	Department	Staff Name
Billable Hours (RTD)	Nonbillable Hours (PTD)	Staff Office
Billable Time (PTD)	Nonbillable Hours (RTD)	Staff Position
Billable Time (RTD)	PTD	Staff Region
Staff Reporting Manager	Standard Rate (RTD)	Total Hours (PTD)
Standard Rate (PTD)	Subcategory	Total Hours (RTD)

Grouping
Available Fields
Category	Staff Business Unit	Staff Region
Department	Staff ID	Staff Reporting Manager
Report Name	Staff Name	Subcategory
Service Code	Staff Office
Staff	Staff Position

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
Category	The service code category name. This field displays when a report is grouped by category.
Subcategory	The service code subcategory name. This field displays when a report is grouped by subcategory.
Service Code	The service code name. This field displays when a report is grouped by service code.
Staff	The staff last name, first name. This field displays when a report is grouped by staff.
PTD	The period to date information for the date range selected.
RTD	The report to date information for the date range selected.
Billable Hours	The total billable hours posted for the date range selected.
% of Total	The percentage of billable hours divided by the total billable hours for the top most grouping.
Nonbillable Hours	The total nonbillable hours posted for the date range selected.
% of Total	The percentage of nonbillable hours divided by the total nonbillable hours for the top most grouping.
Total Hours	The total billable and nonbillable hours posted for the date range selected.
Billable Time	The total of all billable time posted for the date range selected.
Standard Rate	The total billable time divided by the total billable hours for the date range selected.
Billable Expenses	The total billable expenses posted for the date range selected.
Billed Hours	The total billed hours for the date range selected.
Billed Amount	The total billed + the write up/down amount for the date range selected.
Billed Rate	The total billed time divided by the total billed hours. Note: The Billed Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm.

Staff WIP Productivity Sample Report