The Staff Nonbillable report displays nonbillable 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>
Reports in Foundation that are Comparable
In Practice Management, the comparable report is Employee Nonbillable. 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. |
|
Include Deleted Staff |
Yes/No |
Includes or excludes deleted staff information. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
|
WIP Date |
Between |
First Day of Current Fiscal Year, Last Day of Current Fiscal Year |
|
Service Code |
In |
All |
|
Staff Status |
In |
Active |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Accounting Period Date |
Service Code ID |
Staff Position |
|
Area of Expertise |
Skill Level |
Staff Region |
|
Department |
Staff |
Staff Reporting Manager |
|
Hours |
Staff Business Unit |
Staff Status |
|
Posted Date |
Staff ID |
WIP Date |
|
Report Name |
Staff Name |
|
|
Service Code |
Staff Office |
|
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Department |
Staff Business Unit |
Staff Position |
|
Report Name |
Staff ID |
Staff Region |
|
Service Code ID |
Staff Name |
Staff Reporting Manager |
|
Staff |
Staff Office |
|
| Sorting | ||
|---|---|---|
| Available Fields | ||
|
Hours |
Service Code Name |
WIP Date |
|
Service Code ID |
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. The format is Staff Last Name, Staff First Name (Staff ID). |
|
WIP Date |
The entry date of the nonbillable transaction. |
|
Service Code ID |
The service code ID. |
|
Service Code |
The service code name. |
|
Description |
The internal note or invoice description for the transaction. |
|
Hours |
The nonbillable hours entered for the transaction. If the transaction was a nonbillable expense, it will display 0.00. |
Staff Nonbillable Sample Report
