Timesheet

The Timesheet report includes time entered by staff for a specific date range. Use this report to view time totals for your firm’s staff. This report can be printed to include only staff billable hours, or you can also include nonbillable allowances as well as banked hours/used hours based on a set threshold.

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 Time Exception. In Practice Advantage, the comparable report is Timesheet. (The CCH Axcess Timesheet report only runs for a one week date range. The Practice Advantage Timesheet report runs for a 15 days date range.)

Report Specifications

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

Options and Settings
Option Setting Description

Show Banked Hours

Yes/No

Includes or excludes the banked hours.

Include Staff with Daily Hours Less Than

Numeric value with 2

decimal places

Includes the minimum daily hours entered for staff.

Include Non Billable Allowances Report For

List

Includes or excludes nonbillable allowances and variances. The options are Do not include, Staff exceeding allowances, and All staff.

Default Filters
Field Name Operator Value

Transaction Start Date

=

First Day of Current Week

Transaction Status

=

All

Staff Status

IN

All

Tip: The report includes data for seven days from and including the Transaction Start Date. If a value is not set for Transaction Start Date, the starting date for the report is 1/1/1900.

Optional Filters
Available Fields

Area of Expertise

Skill Level

Staff Region

Banked/(Used) Hours

Staff

Staff Reporting Manager

Billable Type

Staff Business Unit

Staff Status

Department

Staff ID

Transaction Start Date

Hours

Staff Name

Transaction Status

Report Name

Staff Office

Weekday

Service Class

Staff Position

 

Grouping
Available Fields

Department

Staff ID

Staff Region

Report Name

Staff Name

Staff Reporting Manager

Staff

Staff Office

 

Staff Business Unit

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

Staff

The staff name in Last Name, First Name format.

Day One Hours

The hours for the first date in the date range.

Day Two Hours

The hours for the second date in the date range.

Day Three Hours

The hours for the third date in the date range.

Day Four Hours

The hours for the fourth date in the date range.

Day Five Hours

The hours for the fifth date in the date range.

Day Six Hours

The hours for the sixth date in the date range.

Day Seven Hours

The hours for the seventh date in the date range.

Banked/ (Used) Hours

The banked hours for the staff for the date range selected.

Total Hours

The total hours for the staff for the date range selected.

Nonbillable Allowances

(Fields display if Include Non Billable Allowances Report For is set to Staff exceeding allowances or All Staff)
Staff The staff name in Last Name, First Name (staff ID) format.

Allow

The staff allowance hours.

Actual

The WIP hours.

Variance

The staff allowance hours - WIP hours.

Timesheet Sample Report