Billed Fee Analysis
The Billed Fee Analysis report shows a summary that compares period to date (PTD) to range to date (RTD) billed statistics. Managers can use this report to review write ups, write downs, realization, and total billed amounts.
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 Billed Fee Analysis (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 |
Select to Include Transactions Using… |
List |
Determines the type of date used in PTD or RTD results. 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 |
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 | ||
Business Code |
Line of Business |
Return Group |
Client |
Manager | RTD |
Client - Principal |
Primary Partner | RTD Billed Amounts |
Client Bill Manager |
PTD | RTD Billed Expenses |
Client Business Unit |
PTD Billed Amounts | RTD Billed Hours |
Client ID |
PTD Billed Expenses | RTD Effective Rate |
Client ID.Sub ID |
PTD Billed Hours | RTD Expense Write Up/Down |
Client Name |
PTD Effective Rate | RTD Invoiced Amount |
Client Office |
PTD Expense Write Up/Down | RTD Real % |
Client Primary Service Type |
PTD Invoiced Amount | RTD Standard Rate |
Client Region |
PTD Real % |
RTD Total Billed |
Client Sub ID |
PTD Standard Rate | RTD Write Up/Down |
Client Type |
PTD Total Billed | Tax Type |
Financial Reporting Client Group | PTD Write Up/Down |
Grouping | ||
---|---|---|
Available Fields | ||
Business Code |
Client Name |
Line of Business |
Client |
Client Office |
Manager |
Client – Principal |
Client Primary Service Type |
Primary Partner |
Client Bill Manager |
Client Region |
Return Group |
Client Business Unit |
Client Sub ID |
Sort Name |
Client ID |
Client Type |
Tax Type |
Client ID.Sub ID |
Financial Reporting Client Group |
|
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 |
PTD |
The period to date results based on your selection. |
RTD |
The range to date results based on your selection. |
Billed Hours |
The total hours for billed WIP on posted invoices for the date range selected. |
Billed Amount |
The total billed time amounts on posted invoices for the date range selected. |
Write Up/Down |
The total write ups/downs on billed time amounts. |
Invoiced Amount |
The total billed time amounts +/- write ups/downs for time. |
Standard Rate |
The billed amount divided by billed hours. |
Effective Rate |
The invoiced amount divided by billed hours. |
Real % |
The invoiced amount divided by billed amount. |
Billed Expenses |
The total expenses billed on posted invoices for the date range selected. |
Write Up/Down |
The total write ups/downs on billed expense amounts. |
Total Billed |
The invoiced amount +/- billed expenses +/- expense write up/down. |
% of Total |
The total billed amount divided by the grouping total. If there is no grouping, the % total is each line divided by the report grand total. |
Billed Fee Analysis Sample Report