Billed Fee Analysis

The Billed Fee Analysis report shows a summary that compares period to date (PTD) to range to date (RTD) billed statistics. Managers can use this report to review write ups, write downs, realization, and total billed amounts.

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 Billed Fee Analysis (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
Select to Include Transactions Using…	List	Determines the type of date used in PTD or RTD results. 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
PTD	Between	First Day of Current Month, Today
RTD	Between	First Day of Current Fiscal Year, Last Day of Current Fiscal Year

Notes:

• The PTD (period to date) fields may display values for a more limited period, such as a month or a quarter. The RTD (range to date) fields display values for a longer time span, such as a fiscal or calendar year. The date values entered for PTD must be within the RTD date values.
• If you remove the PTD and RTD fields and later decide they should be selected, use Reset Defaults to add these fields. If you manually add these fields, the logic statement used between the fields is AND instead of OR, causing inaccurate reporting data.

Optional Filters
Available Fields
Business Code	Line of Business	Return Group
Client	Manager	RTD
Client - Principal	Primary Partner	RTD Billed Amounts
Client Bill Manager	PTD	RTD Billed Expenses
Client Business Unit	PTD Billed Amounts	RTD Billed Hours
Client ID	PTD Billed Expenses	RTD Effective Rate
Client ID.Sub ID	PTD Billed Hours	RTD Expense Write Up/Down
Client Name	PTD Effective Rate	RTD Invoiced Amount
Client Office	PTD Expense Write Up/Down	RTD Real %
Client Primary Service Type	PTD Invoiced Amount	RTD Standard Rate
Client Region	PTD Real %	RTD Total Billed
Client Sub ID	PTD Standard Rate	RTD Write Up/Down
Client Type	PTD Total Billed	Tax Type
Financial Reporting Client Group	PTD Write Up/Down

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Grouping
Available Fields
Business Code	Client Name	Line of Business
Client	Client Office	Manager
Client – Principal	Client Primary Service Type	Primary Partner
Client Bill Manager	Client Region	Return Group
Client Business Unit	Client Sub ID	Sort Name
Client ID	Client Type	Tax Type
Client ID.Sub ID	Financial Reporting Client Group

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

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
PTD	The period to date results based on your selection.
RTD	The range to date results based on your selection.
Billed Hours	The total hours for billed WIP on posted invoices for the date range selected.
Billed Amount	The total billed time amounts on posted invoices for the date range selected.
Write Up/Down	The total write ups/downs on billed time amounts.
Invoiced Amount	The total billed time amounts +/- write ups/downs for time.
Standard Rate	The billed amount divided by billed hours.
Effective Rate	The invoiced amount divided by billed hours.
Real %	The invoiced amount divided by billed amount.
Billed Expenses	The total expenses billed on posted invoices for the date range selected.
Write Up/Down	The total write ups/downs on billed expense amounts.
Total Billed	The invoiced amount +/- billed expenses +/- expense write up/down.
% of Total	The total billed amount divided by the grouping total. If there is no grouping, the % total is each line divided by the report grand total.

Billed Fee Analysis Sample Report