Staff Productivity

The Staff Productivity report compares the billable and nonbillable hours for each staff. This report breaks down the hours and compares it to the staff allowance. Hours for each service code classification set up by the firm, both billable and non-billable, are included. This report can be used to determine the productivity ratio for each 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 Employee Productivity. 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
Show Prior Year Information	Yes/No	Includes or excludes the prior year PTD and RTD information.
Select To Include Transactions Using…	List	Determines the type of date used. The options are Transaction Date and Accounting Period Date.
Include Deleted Staff	Yes/No	Includes or excludes deleted staff 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
Staff Status	=	Active
Service Class	=	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
Allowance	Report Name	Staff Office
Area of Expertise	RTD	Staff Position
Current PTD	Service Class	Staff Region
Current RTD	Skill Level	Staff Reporting Manager
Department	Staff	Staff Status
Prior PTD	Staff Business Unit	Variance
Prior RTD	Staff ID
PTD	Staff Name

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

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 information. The format is Last Name, First Name (Staff ID).
Current PTD	The current period to date information for the rows listed.
Current RTD	The current range to date information for the rows listed.
Allowance	The allowance information for nonbillable service code classifications.
Variance	The difference between the allowance per class and the actual.
Prior PTD	The prior year period to date information for the rows listed below. You must select Yes to Show Prior Year Information in Options and Settings.
Prior RTD	The prior year range to date information for the rows listed below. You must select Yes to Show Prior Year Information in Options and Settings.
Billable Hours	The total billable hours for the date range selected.
Nonbillable Hours	All nonbillable hours for the date range selected.
Totals	All billable and nonbillable hours for the date range selected.
Productivity Ratio	The billable hours divided by the total hours.

Staff Productivity Sample Report