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

Notes:

  • The PTD (period to date) fields may display values for a more limited period, such as a month or a quarter. The RTD (range to date) fields display values for a longer time span, such as a fiscal or calendar year. The date values entered for PTD must be within the RTD date values.
  • If you remove the PTD and RTD fields and later decide they should be selected, use Reset Defaults to add these fields. If you manually add these fields, the logic statement used between the fields is AND instead of OR, causing inaccurate reporting data.
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