Time Analysis
The Time Analysis report allows you to track and analyze production and billings by staff, billable type, or service using a defined set of grouping criteria.
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 and Practice Advantage there are no comparable reports. This report is a new standard report.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Group By |
List |
Determines how the report data is grouped. The options include grouping for client, staff and client responsible staff. |
Client Responsible Staff |
List |
Determines the client responsible staff to use in the Group By option. The options are No Selection or any client responsible staff set up in Client Lists. |
Hide Comma |
Yes/No |
Includes or excludes commas in numbers. |
Hide Penny |
Yes/No |
Includes or excludes pennies in amounts. |
Show Billable WIP Only |
Yes/No |
Includes only billable WIP. |
Use Expense in Production Amount |
Yes/No |
Includes or excludes the expense amounts in production. |
Include Deleted Staff |
Yes/No |
Includes or excludes deleted staff information. |
Include Deleted Clients |
Yes/No |
Includes or excludes deleted client information. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Transaction Date | Between | First Day of Current Month, Today |
Optional Filters | ||
---|---|---|
Available Fields | ||
Accounting Period Date |
Client ID.Sub ID |
Primary Partner |
Area of Expertise |
Client Name |
Report Name |
Billable Type |
Client Office |
Return Group |
Billings Amount |
Client Primary Service Type |
Service Code ID |
Billings Hours |
Client Region |
Service Code Name |
Business Code |
Client Sub ID |
Skill Level |
Client |
Client Type |
Sort Name |
Client – Principal |
Invoice Amount |
Staff |
Client Bill Manager |
Line of Business |
Staff Business Unit |
Client Business Unit |
Manager |
Staff Department |
Client ID |
Posted Date |
Staff ID |
Staff Name |
Staff Reporting Manager |
Transaction Date |
Staff Office |
Tax Type |
Work In Progress Amount |
Staff Position |
Total Amount |
Work In Progress Hours |
Staff Region |
Total Hours |
|
Grouping |
---|
Grouping is determined in Options and Settings using the Group By setting. |
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 |
ID |
The ID of the sub-grouping field selected in the Group By option. For example, if Client - Staff is selected, the sub-grouping is Staff and the column will display each staff ID. |
Name |
The name or description of the sub-grouping field selected. |
Work in Progress | |
Hours |
The unbilled WIP hours entered for the date range selected. |
Amount |
The unbilled WIP amount entered for the date range selected. |
Billings | |
Hours |
The sum of the time and expense hours with a date (see Note below) in the date range entered, where the WIP has been billed and the invoice associated with the WIP is posted. |
Amount |
The sum of the time and expense amounts, including surcharges with a date (see Note below) in the date range entered, where the WIP has been billed and the invoice associated with the WIP is posted. |
Invoice Amount |
The sum of the time and expense amounts + surcharge + write up/down + net of progress with a date (see Note below) in the date range entered, where the WIP has been billed and the invoice associated with the WIP is posted. |
Note: The dates used for Hours, Amount, and Invoice Amount are defined by the following:
|
|
Total Hours |
The total WIP hours for the date range selected. |
% |
The percentage of total hours for the detail divided by the total hours for the group. |
Total Amount |
The total WIP amount for the date range selected. The calculation is production amount + billed amount. |
% |
The percentage of total amounts for the detail divided by the total amount for the group. |
Time Analysis by Billing Sample Report
Time Analysis by Service Code Sample Report