PTD/RTD Staff Bill NonBill

The PTD/RTD Staff Bill NonBill report displays period to date (PTD) and range to date (RTD) billable and non-billable hours, as well as the ratio to total hours by staff.

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 the PTD/ RTD Employee Bill NonBill report. 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 Transaction Using…	List	Determines the type of date to use for the date ranges in the report. The options are Transaction Date and Accounting Period Date.
Include Deleted Staff	Yes/No	Includes or excludes deleted staff.

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
Staff Status	=	All

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
Area of Expertise	RTD	Staff ID
Department	RTD Billable Hours	Staff Name
PTD	RTD Hours	Staff Office
PTD Billable Hours	RTD Nonbillable Hours	Staff Position
PTD Hours	RTD Ratio	Staff Region
PTD Nonbillable Hours	Skill Level	Staff Reporting Manager
PTD Ratio	Staff	Staff Status
Report Name	Staff Business Unit

Grouping
Available Fields
Department	Staff ID	Staff Region
Report Name	Staff Name	Staff Reporting Manager
Staff	Staff Office
Staff Business Unit	Staff Position

Sorting
Available Fields
PTD Billable Hours	PTD Ratio	RTD Nonbillable Hours
PTD Hours	RTD Billable Hours	RTD Ratio
PTD Nonbillable Hours	RTD Hours	Staff

 

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 and ID in Staff Last Name, First Name (Staff ID) format.
PTD Billable Hours	The total for all billable WIP hours posted within the date range selected.
PTD Nonbillable Hours	The total for all nonbillable WIP hours posted within the date range selected.
PTD Hours	The total of PTD billable hours + PTD nonbillable hours.
PTD Ratio	The PTD billable hours divided by PTD hours.
RTD Billable Hours	The total for all billable WIP hours posted within the date range selected.
RTD Nonbillable Hours	The total for all nonbillable WIP hours posted within the date range selected.
RTD Hours	The total of RTD billable hours + RTD nonbillable hours.
RTD Ratio	The RTD billable hours divided by RTD hours.

PTD/RTD Staff Bill NonBill Sample Report