PTD Staff Service

The PTD Staff Service report is used to review billable and non billable hours and amounts by staff, service code, and/or client.

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 Client, PTD Employee Client Service, and PTD Employee Service. 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.
Show Client ID and Name	Yes/No	Includes or excludes the client ID, client sub-ID, and client name in the detail section of the report.
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
Transaction Date	Between	First Day of Current Fiscal Year, Last Day of Current Fiscal Year
Service Code ID	=	All
Staff Status	=	All

Optional Filters
Available Fields
Accounting Period Date	Nonbillable Hours	Staff Office
Amount	Posted Date	Staff Position
Area of Expertise	Report Name	Staff Region
Billable Hours	Service Code	Staff Reporting Manager
Category	Service Code ID	Staff Status
Category ID	Skill Level	Subcategory
Client ID	Staff	Subcategory ID
Client Name	Staff Business Unit	Transaction Date
Department	Staff ID
Hours	Staff Name

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

Sorting
Available Fields
Amount	Nonbillable Hours	Staff Name
Billable Hours	Service Code	Staff Office
Client ID	Service Code ID	Staff Position
Client Name	Staff	Staff Region
Department	Staff Business Unit	Staff Reporting Manager
Hours	Staff ID	Staff Status

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 name of the staff in Last Name, First Name (Staff ID) format.
Client ID	The client ID and client sub-ID associated with the transactions. Show Client ID and Name must be set to Yes in Options and Settings.
Client Name	The client name associated with the transactions. Show Client ID and Name must be set to Yes in Options and Settings.
Service Code ID	The service code ID associated with the transactions.
Service Code Name	The service code name associated with the transactions.
Billable Hours	All billable WIP posted for the staff, service code, and client.
Nonbillable Hours	All nonbillable WIP that was entered for the staff, service code, and client.
Hours	The total billable and non billable hours posted for the staff, service code, and client.
Amount	The total WIP amount posted for the staff, service code, and client.

PTD Staff Service Sample Report