PTD Staff Service
The PTD Staff Service report is used to review billable and non billable hours and amounts by staff, service code, and/or 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 reports are PTD Employee Client, PTD Employee Client Service, and PTD Employee Service. 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 |
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. |
Show Client ID and Name |
Yes/No |
Includes or excludes the client ID, client sub-ID, and client name in the detail section of the report. |
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 |
Transaction Date |
Between |
First Day of Current Fiscal Year, Last Day of Current Fiscal Year |
Service Code ID |
= |
All |
Staff Status |
= |
All |
Optional Filters | ||
---|---|---|
Available Fields | ||
Accounting Period Date |
Nonbillable Hours |
Staff Office |
Amount |
Posted Date |
Staff Position |
Area of Expertise |
Report Name |
Staff Region |
Billable Hours |
Service Code |
Staff Reporting Manager |
Category |
Service Code ID |
Staff Status |
Category ID |
Skill Level |
Subcategory |
Client ID |
Staff |
Subcategory ID |
Client Name |
Staff Business Unit |
Transaction Date |
Department |
Staff ID |
|
Hours |
Staff Name |
|
Grouping | ||
---|---|---|
Available Fields | ||
Category |
Staff |
Staff Region |
Category ID |
Staff Business Unit |
Staff Reporting Manager |
Client |
Staff ID |
Subcategory |
Client ID |
Staff Name |
Subcategory ID |
Client Name |
Staff Office |
|
Department |
Staff Position |
|
Sorting | ||
---|---|---|
Available Fields | ||
Amount |
Nonbillable Hours |
Staff Name |
Billable Hours |
Service Code |
Staff Office |
Client ID |
Service Code ID |
Staff Position |
Client Name |
Staff |
Staff Region |
Department |
Staff Business Unit |
Staff Reporting Manager |
Hours |
Staff ID |
Staff Status |
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 name of the staff in Last Name, First Name (Staff ID) format. |
Client ID |
The client ID and client sub-ID associated with the transactions. Show Client ID and Name must be set to Yes in Options and Settings. |
Client Name |
The client name associated with the transactions. Show Client ID and Name must be set to Yes in Options and Settings. |
Service Code ID |
The service code ID associated with the transactions. |
Service Code Name |
The service code name associated with the transactions. |
Billable Hours |
All billable WIP posted for the staff, service code, and client. |
Nonbillable Hours |
All nonbillable WIP that was entered for the staff, service code, and client. |
Hours |
The total billable and non billable hours posted for the staff, service code, and client. |
Amount |
The total WIP amount posted for the staff, service code, and client. |
PTD Staff Service Sample Report