Staff Nonbillable

The Staff Nonbillable report displays nonbillable 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>

Reports in Foundation that are Comparable

In Practice Management, the comparable report is Employee Nonbillable. 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.

Include Deleted Staff

Yes/No

Includes or excludes deleted staff information.

Default Filters
Field Name Operator Value

WIP Date

Between

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

Service Code

In

All

Staff Status

In

Active

Optional Filters
Available Fields

Accounting Period Date

Service Code ID

Staff Position

Area of Expertise

Skill Level

Staff Region

Department

Staff

Staff Reporting Manager

Hours

Staff Business Unit

Staff Status

Posted Date

Staff ID

WIP Date

Report Name

Staff Name

 

Service Code

Staff Office

 

Grouping
Available Fields

Department

Staff Business Unit

Staff Position

Report Name

Staff ID

Staff Region

Service Code ID

Staff Name

Staff Reporting Manager

Staff

Staff Office

 

Sorting
Available Fields

Hours

Service Code Name

WIP Date

Service Code ID

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. The format is Staff Last Name, Staff First Name (Staff ID).

WIP Date

The entry date of the nonbillable transaction.

Service Code ID

The service code ID.

Service Code

The service code name.

Description

The internal note or invoice description for the transaction.

Hours

The nonbillable hours entered for the transaction. If the transaction was a nonbillable expense, it will display 0.00.

Staff Nonbillable Sample Report