PTD/RTD Staff Billing

The PTD/RTD Staff Billing report displays period to date (PTD) and range to date (RTD) staff production.

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 reports are PTD Employee by Partner and PTD/RTD Employee Billing. In Practice Advantage, there are no comparable reports.

Note: Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included.

Report Specifications

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

Options and Settings
Option	Setting	Description
Hide Details	Yes/No	Includes or excludes details of each transaction. If hidden, select to subtotal your groups to view the amounts for each selected grouping.
Select to Include Transactions Using….	List	Determines the type of date to use for the date ranges. The options are Transaction date or Accounting period date.
Client Responsible Staff	List	Determines to client responsible staff to include.
Hide Comma	Yes/No	Includes or excludes commas in numbers.
Hide Penny	Yes/No	Includes or excludes pennies in amounts.
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 Billable Amounts	Staff Office
Department	RTD Billable Hours	Staff Position
PTD	Skill Level	Staff Region
PTD Billable Amounts	Staff	Staff Reporting Manager
PTD Billable Hours	Staff Business Unit	Staff Status
Report Name	Staff ID
RTD	Staff Name

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
Client Responsible Staff	PTD Billable Hours	RTD Billable Hours
PTD Billable Amounts	RTD Billable Amounts	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
Client Responsible Staff	The client responsible staff that was selected in the Options and Settings. The format is <staff position> – Last Name, First name (Staff ID).
PTD Billable Hours	The total for all billable WIP hours posted within the date range selected.
PTD Billable Amounts	The total for all billable WIP amounts posted within the date range selected, including expenses and surcharges.
RTD Billable Hours	The total for all billable WIP hours posted within the date range selected.
RTD Billable Amounts	The total for all billable WIP amounts posted within the date range selected, including expenses and surcharges.

PTD/RTD Staff Billing Sample Report