The Staff Monthly Comparison report is to compare the current-year and prior-year billable and production hours and amounts by month for each 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>
Reports in Foundation that are Comparable
In Practice Management, the comparable report is Employee Monthly Analysis. In Practice Advantage, the 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 |
Includes or excludes the non-billable WIP. |
|
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 write up/down amounts. |
|
Use Expense in Production Amount |
Yes/No |
Includes or excludes expenses in productions amounts. |
|
Include Prior Year |
Yes/No |
Includes or excludes the prior year information. |
|
Select To Include Transactions Using… |
List |
Determines the date to use for the date selection. 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. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
| Date | Between | First Day Of Current Fiscal Year, Last Day Of Current Fiscal Year |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Area of Expertise |
Estimate Percentage Complete Per Budget |
Project Delivery Method |
|
Category |
Project Actual Finish |
Project Extension 1 Date |
|
Category ID |
Project Actual Start |
Project Extension 2 Date |
|
Date |
Project Bill Manager |
Project Fileholder |
|
Department |
Project Business Unit |
Project Frequency |
|
Est. Percentage Complete Per Est. Hours |
Project Complexity |
Project ID |
|
Project Missed Date |
Project Template |
Staff Office |
|
Project Office |
Project Type |
Staff Position |
|
Project On Hold |
Report Name |
Staff Region |
|
Project On Hold as of Date |
Roles |
Staff Reporting Manager |
|
Project Original Due Date |
Service Code |
Staff Status |
|
Project Original Planned Finish |
Service Code ID |
Subcategory |
|
Project Planned Finish |
Skill Level |
Subcategory ID |
|
Project Planned Start |
Staff |
Team |
|
Project Priorities |
Staff Business Unit |
Works from the Pool |
|
Project Prospective |
Staff ID |
|
|
Project Region |
Staff Name |
|
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Category |
Project Template |
Staff Office |
|
Category ID |
Project Type |
Staff Position |
|
Department |
Report Name |
Staff Region |
|
Project Business Unit |
Service Code |
Staff Report Manager |
|
Project Fileholder |
Service Code ID |
Subcategory |
|
Project Frequency |
Staff |
Subcategory ID |
|
Project ID |
Staff Business Unit |
Team |
|
Project Office |
Staff ID |
|
|
Project Region |
Staff Name |
|
| 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 |
|
Staff |
The staff name and ID. The format is Staff Last Name, Staff First Name (Staff ID). |
|
Type |
The type of data displayed for each staff. |
|
Jan – Dec |
The months for the data on the report. |
|
Year |
The year selected in Options and Settings. If Include Prior Year is Yes, the year selected and prior year display. |
|
Production Hours |
The total WIP hours for the date range, separated by month. |
|
Production Amounts |
The total WIP amounts for the date range, separated by month. |
|
Billed Hours |
The total billed hours for the date range, separated by month. |
|
Billed Amounts |
The total billed amounts for the date range, separated by month. |
|
Billed Write +/- Amounts |
The total write up/down amounts for the date range, separated by month. |
Staff Monthly Comparison Sample Report
