The Staff Realization By Allocation report shows staff billing amounts, separating the actual write up/down amounts, realization percentages, and the effective rates and allocated amounts. The report can be used to review staff performance and to determine bonus allocation.
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 Realization By Allocation.
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 Results by Staff or by Client Management Position |
List |
Determines how the information on the report will be displayed. The options are Client management position or Staff. |
|
Client Responsible Staff |
List |
Determines the client responsible staff to include. The options are No Selection or any client responsible staff defined for the firm in Client Lists. |
|
Hide Comma |
Yes/No |
Includes or excludes commas in numbers. |
|
Hide Penny |
Yes/No |
Includes or excludes pennies in amounts. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
|
Transaction Date |
Between |
First Day of Current Fiscal Year, Last Day of Current Fiscal Year |
|
Staff Status |
= |
Active |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Accounting Period Date |
Effective Rate |
Staff Office |
|
Allocated Effective Rate |
Posted Date |
Staff Position |
|
Allocated Real % |
Real % |
Staff Region |
|
Allocated Write Up/Down |
Report Name |
Staff Reporting Manager |
|
Area of Expertise |
Skill Level |
Staff Status |
|
Billed Amounts |
Staff |
Transaction Date |
|
Billed Hours |
Staff Business Unit |
Write Up/Down |
|
Client |
Staff ID |
|
|
Department |
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 | ||
|---|---|---|
| Available Fields | ||
|
Allocated Effective Rate |
Billed Hours |
Staff |
|
Allocated Real % |
Client |
Write Up/Down |
|
Allocated Write Up/Down |
Effective Rate |
|
|
Billed Amounts |
Real % |
|
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 |
The client name in Last Name, First Name (Client ID.Sub ID) format. This field displays if Show Results by Staff or by Client Management Position is set to Client management position in Options and Settings. |
|
Staff |
The staff name in Staff Last Name, First Name (Staff ID) format. This field displays if Show Results by Staff or by Client Management Position is set to Staff in Options and Settings. |
|
Billed Hours |
The total billed WIP hours entered for the staff. |
|
Billed Amounts |
The total billed WIP amounts entered for the staff. |
|
Write Up/Down |
The total write up/down amount for billed WIP allocated to the firm. |
|
Real % |
The client realization calculated for the staff WIP allocated to the firm. The calculation is billed WIP + write up/down divided by billed WIP. Note: The Real % calculation is for the write up/down that is allocated to the firm. |
|
Effective Rate |
The client rate calculated for staff WIP allocated to the firm. The calculation is billed WIP amount + the write up/down divided by the billed WIP hours. Note: The Effective Rate calculation is for the write up/down that is allocated to the firm. |
|
Allocated Write Up/Down |
The amount of write up/down that is allocated to the staff. |
|
Allocated Real% |
The client allocated realization calculated for the staff. The calculation is billed WIP + the allocated write up/down divided by the billed WIP. Note: The Allocated Real % calculation is for the write up/down that is allocated to the staff. |
|
Allocated Effective Rate |
The client allocated rate calculated for the staff. The calculation is billed WIP amount + the allocated write up/down divided by the billed WIP hours. Note: The Effective Rate calculation is for the write up/down that is allocated to the staff. |
Staff Realization by Allocation Sample Report
