PTD/RTD Staff Bill NonBill
The PTD/RTD Staff Bill NonBill report displays period to date (PTD) and range to date (RTD) billable and non-billable hours, as well as the ratio to total hours 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>
- Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients
Reports in Foundation that are Comparable
In Practice Management, the comparable report is the PTD/ RTD Employee Bill NonBill report. 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 Transaction Using… |
List |
Determines the type of date to use for the date ranges in the report. The options are Transaction Date and Accounting Period Date. |
Include Deleted Staff |
Yes/No |
Includes or excludes deleted staff. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
PTD |
Between |
First Day of Current Month, Last Day of Current Month |
RTD |
Between |
First Day of Current Fiscal Year, Last Day of Current Fiscal Year |
Staff Status |
= |
All |
Optional Filters | ||
---|---|---|
Available Fields | ||
Area of Expertise |
RTD |
Staff ID |
Department |
RTD Billable Hours |
Staff Name |
PTD |
RTD Hours |
Staff Office |
PTD Billable Hours |
RTD Nonbillable Hours |
Staff Position |
PTD Hours |
RTD Ratio |
Staff Region |
PTD Nonbillable Hours |
Skill Level |
Staff Reporting Manager |
PTD Ratio |
Staff |
Staff Status |
Report Name |
Staff Business Unit |
|
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 | ||
PTD Billable Hours |
PTD Ratio |
RTD Nonbillable Hours |
PTD Hours |
RTD Billable Hours |
RTD Ratio |
PTD Nonbillable Hours |
RTD Hours |
Staff |
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 |
The staff name and ID in Staff Last Name, First Name (Staff ID) format. |
PTD Billable Hours |
The total for all billable WIP hours posted within the date range selected. |
PTD Nonbillable Hours |
The total for all nonbillable WIP hours posted within the date range selected. |
PTD Hours |
The total of PTD billable hours + PTD nonbillable hours. |
PTD Ratio |
The PTD billable hours divided by PTD hours. |
RTD Billable Hours |
The total for all billable WIP hours posted within the date range selected. |
RTD Nonbillable Hours |
The total for all nonbillable WIP hours posted within the date range selected. |
RTD Hours |
The total of RTD billable hours + RTD nonbillable hours. |
RTD Ratio |
The RTD billable hours divided by RTD hours. |
PTD/RTD Staff Bill NonBill Sample Report