Explanation of Timekeeper Productivity Report

The purpose of the Timekeeper Productivity Report is to provide a report of productivity based on the date the work was performed and the date that payments were received.  The report is a snapshot in time and seldom can you print it with the exact same results. Invoicing, Time Entry, Payment Entry and Payment Reversal (all the major Orion procedures) affect this report.  For this reason, we recommend it be run at the end of the month after all transactions have been entered and/or posted but before transactions are entered and/or posted for the new month.

Although the Timekeeper Productivity Report can be balanced to other reports, it is not meant to be balanced back to other management reports but to be used to evaluate attorney productivity. Ultimately, if every report was run on the same day with the same cutoff dates and without any activity being recorded in the system between running the reports, they would balance.

Following is a brief description of each column contained on the report:

        1.    Time Value - Billable.  This is the original value of all time entered for the Timekeeper, billed or unbilled.  Only time entered against Matters with a Fee Arrangement other than “N” is included. The amounts reported in this column are based on transaction date.

        2.    Time Value - Non-Billable.  This is the original value of all non-billable time entered for the Timekeeper.  The amounts reported in this column are based on transaction date.

        3.    Hours Reported - Billable.  This is the number of billable hours entered for the Timekeeper, billed or unbilled.  Only time entered against Matters with a Fee Arrangement other than “N” is included.  The hours reported in this column are based on transaction date.

        4.    Hours Reported - Non-Billable.  This is the number of non-billable hours entered for the Timekeeper.  The hours reported in this column are based on transaction date.

        5.    Hours Reported - Total.  This is the total number of hours, billable and non-billable, billed and unbilled, entered for the Timekeeper.  The hours reported in this column are based on transaction date.

        6.    Hours Reported - Billed.  This is the number of hours entered for the Timekeeper during the specified report range that were billed during the specified report range.  The hours reported in this column are based on transaction date and are shown at their original value.

        7.    Billed - Hours.  This is the total number of hours billed during the specified report range, regardless of whether or not they were actually worked during the report range.  The hours reported in this column are based on invoice date and are reported at their original value.  In other words, the number in this column represents the number of hours relieved by invoicing.

        8.    Billed - Orig Fees.  This is the total value of fees billed during the specified report range, regardless of whether or not the time was actually worked during the report range.  The amount reported in this column is based on invoice date and is reported at original value.  In other words, the number in this column represents the number of fee dollars relieved by invoicing.

        9.    Billed - Write Up/Down.  This is the total value of write ups and write downs of fees during the specified report range, regardless of whether or not the time was actually worked during the report range.  The amount reported in this column is based on invoice date.

        10.    Billed - Bill Fees.  This is the billed value (original value adjusted by write ups/downs) of fees billed during the specified report range, regardless of whether or not the time was actually worked during the report range.  The amount reported in this column is based on invoice date.

        11.    Billed - Billing Realized.  This is the percentage of original dollars billed (Billed - Fees Column divided by the Billed - Actual Fees column).  The amount reported in this column is based on invoice date.

        12.    AR - Fee Balance.  This is the total amount of accounts receivable fees at the time of printing this report.  This column is based upon the date you run the report and seldom can you run it two days in a row and get the same numbers.  If you have posted any invoices, payments, etc since the last time you ran it, it will be different. 

        13.    AR - Fee Payments.  This is the net amount of payments (PMT, RAP, TAP) applied against fees and reversals of same during the specified report range.  The amount reported in this column is based on payment and reversal date.

        14.    AR - Fee WO/CR.  This is the total amount of Write Offs and Credits (WO, CR) applied against fees and reversals of the same during the specified report range.  The amount reported in this column is based on payment and reversal date.

        15.    AR - Disb Write Off.  This is the total amount of Write Offs and Credits (WO, CR) applied against Expenses (EX) and Client Advances (CA) and reversals of the same during the specified report range.  The amount reported in this column is based on payment and reversal date.