The Staff Monthly Production report compares each staff’s current-year and prior-year production hours or amounts by month.
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>
Reports in Foundation that are Comparable
In Practice Management, the comparable report is Employee Monthly Production. In Practice Advantage, the 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 |
|
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. |
|
Show Details By.. |
List |
Determines the data to include in the details section. The options are hours and amounts. |
|
Use Expense in Production Amount |
Yes/No |
Includes or excludes expenses in the production amounts. |
|
Select To Include Transactions Using… |
List |
Determines the type of date to use in the date range. 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 Staff |
Yes/No |
Includes or excludes deleted staff 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 | ||
|
Area of Expertise |
Project Bill Manager |
Project Missed Dates |
|
Category |
Project Budget Hours |
Project Name |
|
Date |
Project Business Unit |
Project Office |
|
Department |
Project Complexity |
Project On Hold |
|
Est. Percentage Complete Per Est. Hours |
Project Delivery Method |
Project On Hold as of Date |
|
Estimate Percentage Complete Per Budget |
Project Extension 1 Date |
Project Original Planned Finish |
|
Project |
Project Extension 2 Date |
Project Original Due Date |
|
Project Actual Finish |
Project Fileholder |
Project Planned Finish |
|
Project Actual Hours |
Project Frequency |
Project Planned Start |
|
Project Actual Start |
Project ID |
Project Priorities |
|
Project Prospective |
Roles |
Staff Office |
|
Project Region |
Service Code |
Staff Position |
|
Project Status |
Skill Level |
Staff Region |
|
Project Team |
Staff |
Staff Reporting Manager |
|
Project Template |
Staff Business Unit |
Subcategory |
|
Project Type |
Staff ID |
Works from the Pool |
|
Report Name |
Staff Name |
|
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Category |
Project Region |
Staff ID |
|
Department |
Project Team |
Staff Name |
|
Project |
Project Template |
Staff Office |
|
Project Business Unit |
Project Type |
Staff Position |
|
Project Fileholder |
Report Name |
Staff Region |
|
Project Frequency |
Roles |
Staff Reporting Manager |
|
Project ID |
Service Code |
Subcategory |
|
Project Name |
Staff |
|
|
Project Office |
Staff Business Unit |
|
| 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 |
|
Staff |
The staff name and ID. The format is Staff Last Name, Staff First Name (Staff ID). |
|
Type |
The type of data displayed for each staff. |
|
Jan – Dec |
The months for the data on the report. |
|
Year |
The year selected in Options and Settings. If Include Prior Year is Yes, the year selected and prior year display. |
|
Billable Hours or Billable Amounts |
The total billable WIP hours or amounts for the date range, displayed by month. |
|
Nonbillable Hours or Nonbillable Amounts |
The total nonbillable WIP hours or amounts for the date range, displayed by month. |
|
Total Hours or Total Amounts |
The total WIP hours or amounts for the date range, displayed by month. |
|
Productivity Ratio |
The billable WIP hours or amounts, divided by the total WIP hours or amounts. |
Staff Monthly Production Sample Report
