Staff Realization and Productivity
The Staff Realization and Productivity report compares realization and productivity by 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 Realization and Productivity Report (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. |
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 |
Transaction Date | Between | First Day Of Current Month, Today |
Optional Filters | ||
---|---|---|
Available Fields | ||
Accounting Period Date |
Posted Date |
Staff Name |
Area of Expertise |
Productivity Hours |
Staff Office |
Billable Hours |
Ration |
Staff Position |
Billed Amounts |
Real % |
Staff Region |
Billed Hours |
Report Name |
Staff Reporting Manager |
Custom Field |
Skill Level |
Transaction Date |
Department |
Staff |
Write Up/Down |
Effective Rate |
Staff Business Unit |
|
Nonbillable Hours |
Staff ID |
|
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 | ||
Billable Hours |
Effective Rate |
Real % |
Billed Amounts |
Hours |
Staff |
Billed Hours |
Nonbillable Hours |
Write Up/Down |
Client |
Ratio |
|
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 Name |
The name and ID in Last Name, First Name (Staff ID) format. |
Realization |
|
Billed Hours |
The total hours for billed WIP on posted invoices for the date range selected. |
Billed Amounts |
The total amount for billed WIP on posted invoice for the date range selected. |
Write Up/Down |
The net write up/down. |
Real % |
The billed amount + write up/down divided by billed amounts, including surcharges, excluding expenses, and expense write up/down. Note: The Real % calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm. |
Effective Rate |
The billed amount + write up/down divided by billed hours, excluding expenses and including surcharges. Note: The Effective Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm. |
Productivity |
|
Billable Hours |
The total of all billable hours posted for the date range selected. |
Nonbillable Hours |
The total of all nonbillable hours posted for the date range selected. |
Total Hours |
All hours posted for the date range selected, which should equal billable + nonbillable hours. |
Hours For Ratio % | All Total Hours with a service code attribute of Include in billable % calculation (set in Practice Lists). |
Ratio |
The calculation of Hours For Ratio % divided by the total billable and non-billable hours. |
Staff Realization and Productivity Sample Report