Staff Productivity Reports

The Staff Productivity reports are used to measure and monitor the performance of Timekeepers in areas such as billable hours worked, time and dollars billed and collections received.  There are reports that also assist in monitoring prompt time entry and compare hours worked against budgeted hours.

REPORTS AVAILABLE
Aged WIP by Timekeeper
Daily Time Summary
Delinquent Time Report
Summary of Hours Worked
Timekeeper Annual Summary
Timekeeper History
Timekeeper Productivity
Payments by Working Attorney
Billing Realization by Working Attorney

SHARED DATA FEEDS
Several of the reports in the Staff Productivity section and the Billing and Revenue Reports section share a common data feed.  The report user interface (sort orders available, detail available, date range options) may differ but the available data is the same for each.  The reports that are written on this same data feed are Summary of Hours Worked, Timekeeper History, Timekeeper Productivity, Payments by Working Attorney, Billing Realization by Working Attorney and Billing Realization.  Most of the the data objects available in this shared data feed are shown below.  Where “disbursements” is used, it includes costs and expenses.  The actual name of the object is in parentheses.  

Objects Based on Fee Transaction Date
Billable Dollars (fdBillableDollars)
Billable Dollars YTD (fdBillableDollarsYTD)
Billable Hours (fdBillableHours)
Billable Hours YTD (fdBillableHOursYTD)
Billable Hours LYTD (fdBillableHoursLYYTD)
Bill Value of Dollars Billed (fdBillDollarsBilled)
Bill Value of Dollars Billed YTD (fdBillDollarsBilledYTD)
Bill Value of Hours Billed (fdBillHoursBilled)
Bill Value of Hours Billed YTD (fdBillHoursBilledYTD)
Contingency Dollars (fdContingencyDollars)
Contingency Dollars YTD (fdContingencyDollarsYTD)
Contingency Hours (fdContingencyHours)
Contingency Hours YTD (fdContingencyHoursYTD)
Non-Billable Dollars (fdNonbillabledollars)
Non-Billable Dollars YTD (fdNonbillableDollarsYTD)
Non-Billable Hours (fdNonbillablehours)
Non-Billable Hours YTD (fdNonbillableHoursYTD)
Non-Billable Hours LYTD (fdNonbillableHoursLYYTD)
Original Dollars (fdOrigDollars)
Original Dollars YTD (fdOrigDollarsYTD)
Original Value of Dollars Billed (fdOrigDollarsBilled)
Original Value of Dollars Billed YTD (fdOrigDollarsBilledYTD)
Original Hours (fdOrigHours)
Original Hours YTD (fdOrigHoursYTD)
Original Hours LYTD (fdOrigHoursLYYTD)
Original Value of Hours Billed (fdOrigHoursBilled)
Original Value of Hours Billed YTD (fdOrigHoursBilledYTD)
Total Dollars (fdTotalDollars)
Total Dollars YTD (fdTotalDollarsYTD)
Total Hours (fdTotalHours)
Total Hours YTD (fdTotalHoursYTD)
Total Hours LYTD (fdTotalHoursLYYTD)

Objects Based on Invoice Date
Bill Value of Disbursements Billed (idBillDisbursementsBilled)
Bill Value of Disbursements Billed YTD (idBillDisbursementsBilledYTD)
Bill Value of Dollars Billed (idBillDollarsBilled)
Bill Value of Dollars Billed YTD (idBillDollarsBilledYTD)
Bill Value of Dollars Billed LYTD (idBillDollarsBilledLYYTD)
Bill Value of Fees and Disbursements Billed (idBillFeesDisbrsmntBilled)
Bill Value of Fees and Disbursements Billed YTD (idBillFeesDisbrsmntBilledYTD)
Bill Value of Hours Billed (idBillHoursBilled)
Bill Value of Hours Billed YTD (idBillHoursBilledYTD)
Original Value of Disbursements Billed (idOrigDisbursementsBilled)
Original Value of Disbursements Billed YTD (idOrigDisbursementsBilledYTD)
Original Value of Dollars Billed (idOrigDollarsBilled)
Original Value of Dollars Billed YTD (idOrigDollarsBilledYTD)
Original Value of Fees and Disbursements Billed (idOrigFeesDisbrsmntBilled)
Original Value of Fees and Disbursements Billed YTD (idOrigFeesDisbrsmntBilledYTD)
Original Value of Hours Billed (idOrigHoursBilled)
Original Value of Hours Billed YTD (idOrigHoursBilledYTD)

Objects Based on Payment Date (all objects factor in reversals)
Credits Applied to Costs (pmCstCR)
Credits Applied to Costs YTD (pmCstCRYTD)
Payments Applied to Costs (pmCstPMT)
Payments Applied to Costs YTD (pmCstPMTYTD)
Write Offs Applied to Costs (pmCstWO)
Write Offs Applied to Costs YTD (pmCstWOYTD)
Payments and Credits Applied to Disbursements (pmDisPmtandCR)
Payments and Credits Applied to Disbursements YTD (pmDisPmtandCRYTD)
Credits Applied to Expenses (pmExpCR)
Credits Applied to Expenses YTD (pmExpCRYTD)
Payments Applied to Expenses (pmExpPMT)
Payments Applied to Expenses YTD (pmExpPMTYTD)
Write Offs Applied to Expenses (pmExpWO)
Write Offs Applied to Expenses YTD (pmExpWOYTD)
Credits Applied to Fees (pmFeeCr)
Credits Applied to Fees YTD (pmFeeCRYTD)
Credits Applied to Fees and Disbursements (pmFeeDisCR)
Credits Applied to Fees and Disbursements YTD (pmFeeDisCRYTD)
Payments Applied to Fees (pmFeePMT)
Payments Applied to Fees YTD (pmFeePMTYTD)
Payments Applied to Fees LYTD (pmFeePMTLYYTD)
Write Offs Applied to Fees (pmFeeWO)
Write Offs Applied to Fees YTD (pmFeeWOYTD)
Payment and Credits Applied to Fees (pmFeePMTandCR)
Payments and Credits Applied to Fees YTD (pmFeePMTandCRYTD)
Write Offs Applied to Fees and Disbursements (pmFeeDisWO)
Write Offs Applied to Fees and Disbursements YTD (pmFeeDisWOYTD)

Other Objects Available
AR Fees 0 - 30 (otARFees0030)
AR Fees 31 - 60 (otARFees3160)
AR Fees 61 and over (otARFees61Over)
AR Fees Total (otARFeesTotal)
Work in Process Fee Dollars 0 - 30 (otWIPDollars0030)
Work in Process Fee Dollars 31 - 60 (otWIPDollars3160)
Work in Process Fee Dollars over 60 (otWIPDollars61Over)
Work in Process Fee Dollars Total (otWIPDollarsTotal)
Work in Process Hours (otWIPHours)
Budget Dollars (otBudgetDollars)
Budget Dollars YTD (otBudgetDollarsYTD)
Budget Dollars Annual (otBudgetDollarsAnnual)
Budget Hours (otBudgetHours)
Budget Hours YTD (otBudgetHoursYTD)
Budget Hours Annual (otBudgetHoursAnnual)
Timekeeper Cost Rate (TimekeeperCostRate)
Timekeeper Target Rate (TimekeeperTargetRate)
Matter Opened Date (Matter Opened)
Reversals of Credits to Costs (rvCstCR)
Reversals of Payments to Costs (rvCstPMT)
Reversals of Write Offs to Costs (rvCstWO)
Reversals of Credits to Expenses (rvExpCR)
Reversals of Payments to Expenses (rvExpPMT)
Reversals of Write Offs to Expenses (rvExpWO)
Reversals of Credits to Fees (rvFeeCR)
Reversals of Payments to Fees (rvFeePMT)
Reversals of Write Offs to Fees (rvFeeWO)
Reversals of Credits to Fees and Disbursments (rvFeeDisCR)
Reversals of Write Offs to Costs (rvFeeDisWO)
Matter Opened (Matter Opened)