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 |
|
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 |
|
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