Staff Production

The Staff Production report provides staff production, adjustments, and total production for the date range selected.

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 Employee Production (Custom Library). 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 Comma

Yes/No

Includes or excludes commas in numbers.

Hide Penny

Yes/No

Includes or excludes pennies in amounts.

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
Transaction Date Between First Day Of Current Month, Today
Optional Filters
Available Fields

Accounting Period Date

Posted Date

Staff Name

Area of Expertise

Report Name

Staff Office

Client ID

Skill Level

Staff Position

Client ID.Sub ID

Staff

Staff Region

Client Name

Staff Business Unit

Staff Reporting Manager

Department

Staff ID

Transaction Date

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

Adjustments

Client ID.Sub-ID

Production

Client ID

Client Name

Total Production

 

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 ID

The client ID and sub-ID in Client ID.Sub-ID format.

Client Name

The client name.

Production

The total WIP for the date range selected.

Adjustments

The total write up/down for the date range selected.

Total Production

The production minus the adjustments.

Staff Production Sample Report