The Timesheet report includes time entered by staff for a specific date range. Use this report to view time totals for your firm’s staff. This report can be printed to include only staff billable hours, or you can also include nonbillable allowances as well as banked hours/used hours based on a set threshold.
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 Time Exception. In Practice Advantage, the comparable report is Timesheet. (The CCH Axcess Timesheet report only runs for a one week date range. The Practice Advantage Timesheet report runs for a 15 days date range.)
Report Specifications
The following report options and filters are available to determine the report contents.
| Options and Settings | ||
|---|---|---|
| Option | Setting | Description |
|
Show Banked Hours |
Yes/No |
Includes or excludes the banked hours. |
|
Include Staff with Daily Hours Less Than |
Numeric value with 2 decimal places |
Includes the minimum daily hours entered for staff. |
|
Include Non Billable Allowances Report For |
List |
Includes or excludes nonbillable allowances and variances. The options are Do not include, Staff exceeding allowances, and All staff. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
|
Transaction Start Date |
= |
First Day of Current Week |
|
Transaction Status |
= |
All |
|
Staff Status |
IN |
All |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Area of Expertise |
Skill Level |
Staff Region |
|
Banked/(Used) Hours |
Staff |
Staff Reporting Manager |
|
Billable Type |
Staff Business Unit |
Staff Status |
|
Department |
Staff ID |
Transaction Start Date |
|
Hours |
Staff Name |
Transaction Status |
|
Report Name |
Staff Office |
Weekday |
|
Service Class |
Staff Position |
|
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Department |
Staff ID |
Staff Region |
|
Report Name |
Staff Name |
Staff Reporting Manager |
|
Staff |
Staff Office |
|
|
Staff Business Unit |
Staff Position |
|
| 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 in Last Name, First Name format. |
|
Day One Hours |
The hours for the first date in the date range. |
|
Day Two Hours |
The hours for the second date in the date range. |
|
Day Three Hours |
The hours for the third date in the date range. |
|
Day Four Hours |
The hours for the fourth date in the date range. |
|
Day Five Hours |
The hours for the fifth date in the date range. |
|
Day Six Hours |
The hours for the sixth date in the date range. |
|
Day Seven Hours |
The hours for the seventh date in the date range. |
|
Banked/ (Used) Hours |
The banked hours for the staff for the date range selected. |
|
Total Hours |
The total hours for the staff for the date range selected. |
|
Nonbillable Allowances |
(Fields display if Include Non Billable Allowances Report For is set to Staff exceeding allowances or All Staff) |
| Staff | The staff name in Last Name, First Name (staff ID) format. |
|
Allow |
The staff allowance hours. |
|
Actual |
The WIP hours. |
|
Variance |
The staff allowance hours - WIP hours. |
Timesheet Sample Report
