Staff Monthly Comparison

The Staff Monthly Comparison report is to compare the current-year and prior-year billable and production hours and amounts by month for each staff.

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 Employee Monthly Analysis. In Practice Advantage, the comparable report is Period Comparison.

Report Specifications

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

Options and Settings
Option Setting Description

Include Billable WIP Only

Yes/No

Includes or excludes the non-billable WIP.

Include Production Hours

Yes/No

Includes or excludes the production hours.

Include Production Amounts

Yes/No

Includes or excludes the production amounts.

Include Billed Hours

Yes/No

Includes or excludes the billed hours.

Include Billed Amounts

Yes/No

Includes or excludes the billed amounts.

Include Billed Write Up/Down Amounts

Yes/No

Includes or excludes the write up/down amounts.

Use Expense in Production Amount

Yes/No

Includes or excludes expenses in productions amounts.

Include Prior Year

Yes/No

Includes or excludes the prior year information.

Select To Include Transactions Using…

List

Determines the date to use for the date selection. 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.

Default Filters
Field Name Operator Value
Date Between First Day Of Current Fiscal Year, Last Day Of Current Fiscal Year
Optional Filters
Available Fields

Area of Expertise

Estimate Percentage Complete Per Budget

Project Delivery Method

Category

Project Actual Finish

Project Extension 1 Date

Category ID

Project Actual Start

Project Extension 2 Date

Date

Project Bill Manager

Project Fileholder

Department

Project Business Unit

Project Frequency

Est. Percentage Complete Per Est. Hours

Project Complexity

Project ID

Project Missed Date

Project Template

Staff Office

Project Office

Project Type

Staff Position

Project On Hold

Report Name

Staff Region

Project On Hold as of Date

Roles

Staff Reporting Manager

Project Original Due Date

Service Code

Staff Status

Project Original Planned Finish

Service Code ID

Subcategory

Project Planned Finish

Skill Level

Subcategory ID

Project Planned Start

Staff

Team

Project Priorities

Staff Business Unit

Works from the Pool

Project Prospective

Staff ID

 

Project Region

Staff Name

 

Grouping
Available Fields

Category

Project Template

Staff Office

Category ID

Project Type

Staff Position

Department

Report Name

Staff Region

Project Business Unit

Service Code

Staff Report Manager

Project Fileholder

Service Code ID

Subcategory

Project Frequency

Staff

Subcategory ID

Project ID

Staff Business Unit

Team

Project Office

Staff ID

 

Project Region

Staff Name

 

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 and ID. The format is Staff Last Name, Staff First Name (Staff ID).

Type

The type of data displayed for each staff.

Jan – Dec

The months for the data on the report.

Year

The year selected in Options and Settings. If Include Prior Year is Yes, the year selected and prior year display.

Production Hours

The total WIP hours for the date range, separated by month.

Production Amounts

The total WIP amounts for the date range, separated by month.

Billed Hours

The total billed hours for the date range, separated by month.

Billed Amounts

The total billed amounts for the date range, separated by month.

Billed Write +/- Amounts

The total write up/down amounts for the date range, separated by month.

Staff Monthly Comparison Sample Report