PTD/RTD Production
The PTD/RTD Production report shows period to date (PTD) and range to date (RDT) time, expenses, and surcharges, allowing you to monitor the production of the services performed for clients.
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 PTD RTD Production. 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 |
Hide Details |
Yes/No |
Includes or excludes details of each transaction. If hidden, select to subtotal your groups to view the amounts for each selected grouping. |
Select to Include Transactions Using… |
List |
Determines the type of date to use for the date range of the report. 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 |
PTD |
Between |
First Day of Current Month, Last Day of Current Month |
RTD |
Between |
First Day of Current Fiscal Year, Last Day of Current Fiscal Year |
Optional Filters | ||
---|---|---|
Available Fields | ||
Business Code |
Client Primary Service Type |
PTD Surcharge |
Category |
Client Region |
PTD Time |
Client |
Client Sub ID |
Return Group |
Client – Principal |
Client Type |
RTD |
Client Bill Manager |
Financial Reporting Client Group |
RTD Expense |
Client Business Unit |
Line of Business |
RTD Surcharge |
Client ID |
Manager |
RTD Time |
Client ID.Sub ID |
Primary Partner |
Service Code |
Client Name |
PTD |
Subcategory |
Client Office |
PTD Expense |
Tax Type |
Grouping | ||
---|---|---|
Available Fields | ||
Business Code |
Client Name |
Manager |
Category |
Client Office |
Primary Partner |
Client |
Client Primary Service Type |
Return Group |
Client - Principal |
Client Region |
Sort Name |
Client Bill Manager |
Client Sub ID |
Subcategory |
Client Business Unit |
Client Type |
Tax Type |
Client ID |
Financial Reporting Client Group |
|
Client ID.Sub ID |
Line of Business |
|
Sorting | ||
---|---|---|
Available Fields | ||
PTD Expense |
PTD Time |
RTD Surcharge |
PTD Surcharge |
RTD Expense |
RTD Time |
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 |
Service Code |
The transaction service code in Service Code Name (Service Code ID) format. |
PTD Time |
All time posted for the date range selected. |
PTD Expense |
All expenses posted for the date range selected. |
PTD Surcharge |
All surcharges posted for the date range selected. |
RTD Time |
All time posted for the date range selected. |
RTD Expense |
All expenses posted for the date range selected. |
RTD Surcharge |
All surcharges posted for the date range selected. |
PTD/RTD Production Sample Report