Staff WIP Productivity
The Staff WIP Productivity report displays the staff productivity by category, subcategory, and service code. Only WIP for the date range entered on the report is included. The billed WIP on this report may not reflect the same amounts as other WIP reports that include all billed WIP regardless of the transaction date.
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 report is Employee Productivity by Service Code (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. |
Select to Include Transactions Using… |
List |
Determines the type of date to use for the date ranges selected. 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. |
Include Deleted Staff |
Yes/No |
Includes or excludes deleted staff information. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
PTD |
Between |
First day of Current Month, Today |
RTD |
Between |
First Day of Current Fiscal Year, Last Day of Current Fiscal Year |
Optional Filters | ||
---|---|---|
Available Fields | ||
% of Total Billable (PTD) |
Billed Amount (PTD) |
Report Name |
% of Total Billable (RTD) |
Billed Amount (RTD) |
RTD |
% of Total Nonbillable (PTD) |
Billed Hours (PTD) |
Service Code |
% of Total Nonbillable (RTD) |
Billed Hours (RTD) |
Skill Level |
Area of Expertise |
Billed Rate (PTD) |
Staff |
Billable Expenses (PTD) |
Billed Rate (RTD) |
Staff Business Unit |
Billable Expenses (RTD) |
Category |
Staff ID |
Billable Hours (PTD) |
Department |
Staff Name |
Billable Hours (RTD) |
Nonbillable Hours (PTD) |
Staff Office |
Billable Time (PTD) |
Nonbillable Hours (RTD) |
Staff Position |
Billable Time (RTD) |
PTD |
Staff Region |
Staff Reporting Manager |
Standard Rate (RTD) |
Total Hours (PTD) |
Standard Rate (PTD) |
Subcategory |
Total Hours (RTD) |
Grouping | ||
---|---|---|
Available Fields | ||
Category |
Staff Business Unit |
Staff Region |
Department |
Staff ID |
Staff Reporting Manager |
Report Name |
Staff Name |
Subcategory |
Service Code |
Staff Office |
|
Staff |
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 |
Category |
The service code category name. This field displays when a report is grouped by category. |
Subcategory |
The service code subcategory name. This field displays when a report is grouped by subcategory. |
Service Code | The service code name. This field displays when a report is grouped by service code. |
Staff |
The staff last name, first name. This field displays when a report is grouped by staff. |
PTD |
The period to date information for the date range selected. |
RTD |
The report to date information for the date range selected. |
Billable Hours |
The total billable hours posted for the date range selected. |
% of Total |
The percentage of billable hours divided by the total billable hours for the top most grouping. |
Nonbillable Hours |
The total nonbillable hours posted for the date range selected. |
% of Total |
The percentage of nonbillable hours divided by the total nonbillable hours for the top most grouping. |
Total Hours |
The total billable and nonbillable hours posted for the date range selected. |
Billable Time |
The total of all billable time posted for the date range selected. |
Standard Rate |
The total billable time divided by the total billable hours for the date range selected. |
Billable Expenses |
The total billable expenses posted for the date range selected. |
Billed Hours |
The total billed hours for the date range selected. |
Billed Amount |
The total billed + the write up/down amount for the date range selected. |
Billed Rate |
The total billed time divided by the total billed hours. Note: The Billed Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm. |
Staff WIP Productivity Sample Report