PTD/RTD Staff Billing
The PTD/RTD Staff Billing report displays period to date (PTD) and range to date (RTD) staff production.
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 reports are PTD Employee by Partner and PTD/RTD Employee Billing. In Practice Advantage, there are no comparable reports.
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 ranges. The options are Transaction date or Accounting period date. |
Client Responsible Staff |
List |
Determines to client responsible staff to include. |
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. |
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 |
Optional Filters | ||
---|---|---|
Available Fields | ||
Area of Expertise |
RTD Billable Amounts |
Staff Office |
Department |
RTD Billable Hours |
Staff Position |
PTD |
Skill Level |
Staff Region |
PTD Billable Amounts |
Staff |
Staff Reporting Manager |
PTD Billable Hours |
Staff Business Unit |
Staff Status |
Report Name |
Staff ID |
|
RTD |
Staff Name |
|
Grouping | ||
---|---|---|
Available Fields | ||
Department |
Staff ID |
Staff Region |
Report Name |
Staff Name |
Staff Reporting Manager |
Staff |
Staff Office |
|
Staff Business Unit |
Staff Position |
|
Sorting | ||
---|---|---|
Available Fields | ||
Client Responsible Staff |
PTD Billable Hours |
RTD Billable Hours |
PTD Billable Amounts |
RTD Billable Amounts |
Staff |
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 Responsible Staff |
The client responsible staff that was selected in the Options and Settings. The format is <staff position> – Last Name, First name (Staff ID). |
PTD Billable Hours |
The total for all billable WIP hours posted within the date range selected. |
PTD Billable Amounts |
The total for all billable WIP amounts posted within the date range selected, including expenses and surcharges. |
RTD Billable Hours |
The total for all billable WIP hours posted within the date range selected. |
RTD Billable Amounts |
The total for all billable WIP amounts posted within the date range selected, including expenses and surcharges. |
PTD/RTD Staff Billing Sample Report