Time Analysis

The Time Analysis report allows you to track and analyze production and billings by staff, billable type, or service using a defined set of grouping criteria.

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 and Practice Advantage there are no comparable reports. This report is a new standard report.

Report Specifications

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

Options and Settings
Option	Setting	Description
Group By	List	Determines how the report data is grouped. The options include grouping for client, staff and client responsible staff.
Client Responsible Staff	List	Determines the client responsible staff to use in the Group By option. The options are No Selection or any client responsible staff set up in Client Lists.
Hide Comma	Yes/No	Includes or excludes commas in numbers.
Hide Penny	Yes/No	Includes or excludes pennies in amounts.
Show Billable WIP Only	Yes/No	Includes only billable WIP.
Use Expense in Production Amount	Yes/No	Includes or excludes the expense amounts in production.
Include Deleted Staff	Yes/No	Includes or excludes deleted staff information.
Include Deleted Clients	Yes/No	Includes or excludes deleted client information.

Default Filters
Field Name	Operator	Value
Transaction Date	Between	First Day of Current Month, Today

Optional Filters
Available Fields
Accounting Period Date	Client ID.Sub ID	Primary Partner
Area of Expertise	Client Name	Report Name
Billable Type	Client Office	Return Group
Billings Amount	Client Primary Service Type	Service Code ID
Billings Hours	Client Region	Service Code Name
Business Code	Client Sub ID	Skill Level
Client	Client Type	Sort Name
Client – Principal	Invoice Amount	Staff
Client Bill Manager	Line of Business	Staff Business Unit
Client Business Unit	Manager	Staff Department
Client ID	Posted Date	Staff ID
Staff Name	Staff Reporting Manager	Transaction Date
Staff Office	Tax Type	Work In Progress Amount
Staff Position	Total Amount	Work In Progress Hours
Staff Region	Total Hours

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Grouping
Grouping is determined in Options and Settings using the Group By setting.

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
ID	The ID of the sub-grouping field selected in the Group By option. For example, if Client - Staff is selected, the sub-grouping is Staff and the column will display each staff ID.
Name	The name or description of the sub-grouping field selected.
Work in Progress
Hours	The unbilled WIP hours entered for the date range selected.
Amount	The unbilled WIP amount entered for the date range selected.
Billings
Hours	The sum of the time and expense hours with a date (see Note below) in the date range entered, where the WIP has been billed and the invoice associated with the WIP is posted.
Amount	The sum of the time and expense amounts, including surcharges with a date (see Note below) in the date range entered, where the WIP has been billed and the invoice associated with the WIP is posted.
Invoice Amount	The sum of the time and expense amounts + surcharge + write up/down + net of progress with a date (see Note below) in the date range entered, where the WIP has been billed and the invoice associated with the WIP is posted.
	Note: The dates used for Hours, Amount, and Invoice Amount are defined by the following: If no date is entered or Transaction Date is used as a filter, the transaction date of the WIP to determine hours and amounts is used. If Posted Date is used as a filter, the posted date of the WIP to determine hours and amounts is used. If Accounting Period Date is used as a filter, the accounting period date of the WIP to determine hours and amounts is used.
Total Hours	The total WIP hours for the date range selected.
%	The percentage of total hours for the detail divided by the total hours for the group.
Total Amount	The total WIP amount for the date range selected. The calculation is production amount + billed amount.
%	The percentage of total amounts for the detail divided by the total amount for the group.

Time Analysis

Permissions Required for this Report

Reports in Foundation that are Comparable

Report Specifications

Report Fields

Time Analysis by Billing Sample Report

Time Analysis by Service Code Sample Report