The Staff Production report provides staff production, adjustments, and total production for the date range selected.
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 Employee Production (Custom Library). 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 Comma |
Yes/No |
Includes or excludes commas in numbers. |
|
Hide Penny |
Yes/No |
Includes or excludes pennies in amounts. |
|
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 |
| Transaction Date | Between | First Day Of Current Month, Today |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Accounting Period Date |
Posted Date |
Staff Name |
|
Area of Expertise |
Report Name |
Staff Office |
|
Client ID |
Skill Level |
Staff Position |
|
Client ID.Sub ID |
Staff |
Staff Region |
|
Client Name |
Staff Business Unit |
Staff Reporting Manager |
|
Department |
Staff ID |
Transaction Date |
| 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 | ||
|
Adjustments |
Client ID.Sub-ID |
Production |
|
Client ID |
Client Name |
Total Production |
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 ID |
The client ID and sub-ID in Client ID.Sub-ID format. |
|
Client Name |
The client name. |
|
Production |
The total WIP for the date range selected. |
|
Adjustments |
The total write up/down for the date range selected. |
|
Total Production |
The production minus the adjustments. |
Staff Production Sample Report
