Monthly Comparison

The Monthly Comparison report allows you to compare the monthly billings, production, and payment amounts for the current year with those for the prior year for each client.

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 Monthly Comparison. In Practice Advantage, the report comparable report is Period Comparison.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings    
Option Setting Description

Include Billable WIP Only

Yes/No

Indicates if only billable WIP is to be included on the report.

Include Production Hours

Yes/No

Includes or excludes the production hours.

Include Production Amounts

Yes/No

Includes or excludes the production amounts.

Include Billed Hours

Yes/No

Includes or excludes the billed hours.

Include Billed Amounts

Yes/No

Includes or excludes the billed amounts.

Include Billed Write up/down Amounts

Yes/ No

Includes or excludes the billed write up/down amounts.

Include Payment Amounts

Yes/ No

Includes or excludes the payment amounts.

Include Prior Year

Yes/No

Includes or excludes the prior year information.

Select to Include Transactions Using…

List

Determines the type of transaction date to use. 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.

Include Deleted Clients

Yes/No

Includes or excludes deleted client information.

Default Filters
Field Name Operator Value
Date Between

First Day of Current Fiscal Year, Last Day of Current Fiscal Year

Optional Filters    
Available Fields

Business Code

Client Bill Manager

Client ID.Sub ID

Client

Client Business Unit

Client Name

Client - Principal

Client ID

Client Office

Client Primary Service Type

Date

Primary Partner

Client Region

Financial Reporting Client Group

Return Group

Client Sub ID

Line of Business

Tax Type

Client Type

Manager

 

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 Office

Line of Business

Client – Principal

Client Primary Service Type

Manager

Client Bill Manager

Client Region

Primary Partner

Client Business Unit

Client Sub ID

Return Group

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

Client

The client name.

Type

The type of transactions (Production or Billed).

Jan-Dec

The months for each transaction type.

Current Year

The heading for the current year hours, amounts, and payments.

Prior Year

The heading for the prior year hours, amounts, and payments.

Production Hours

The WIP hours posted for the date range selected. If billable WIP only was selected, only the billable WIP displays.

Production Amounts

The WIP amounts posted for the date range selected. If billable WIP only was selected, only the billable WIP displays.

Billed Hours

The billed WIP hours for the date range selected.

Billed Adj Amounts

The billed WIP amounts for the date range selected.

Payments

All payments posted for the date range selected.

Monthly Comparison Sample Report