Monthly Comparison

The Monthly Comparison report allows you to compare the monthly billings, production, and payment amounts for the current year with those for the prior year for each client.

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 Monthly Comparison. In Practice Advantage, the report 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	Indicates if only billable WIP is to be included on the report.
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 billed write up/down amounts.
Include Payment Amounts	Yes/ No	Includes or excludes the payment amounts.
Include Prior Year	Yes/No	Includes or excludes the prior year information.
Select to Include Transactions Using…	List	Determines the type of transaction date to use. 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 Clients	Yes/No	Includes or excludes deleted client information.

Default Filters
Field Name	Operator	Value
Date	Between	First Day of Current Fiscal Year, Last Day of Current Fiscal Year

Optional Filters
Available Fields
Business Code	Client Bill Manager	Client ID.Sub ID
Client	Client Business Unit	Client Name
Client - Principal	Client ID	Client Office
Client Primary Service Type	Date	Primary Partner
Client Region	Financial Reporting Client Group	Return Group
Client Sub ID	Line of Business	Tax Type
Client Type	Manager

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
Available Fields
Business Code	Client Office	Line of Business
Client – Principal	Client Primary Service Type	Manager
Client Bill Manager	Client Region	Primary Partner
Client Business Unit	Client Sub ID	Return Group
Client ID	Client Type	Tax Type
Client ID.Sub ID	Financial Reporting Client Group

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.

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
Client	The client name.
Type	The type of transactions (Production or Billed).
Jan-Dec	The months for each transaction type.
Current Year	The heading for the current year hours, amounts, and payments.
Prior Year	The heading for the prior year hours, amounts, and payments.
Production Hours	The WIP hours posted for the date range selected. If billable WIP only was selected, only the billable WIP displays.
Production Amounts	The WIP amounts posted for the date range selected. If billable WIP only was selected, only the billable WIP displays.
Billed Hours	The billed WIP hours for the date range selected.
Billed Adj Amounts	The billed WIP amounts for the date range selected.
Payments	All payments posted for the date range selected.

Monthly Comparison Sample Report