Timekeeper History Report

The Timekeeper History Report (located under Staff Productivity Reports) provides an analysis by Timekeeper of hours entered, hours billed, billed amount, write up/down amounts and percent realization for the current specified report period and year to date.  You have the option of including non-billable time and inactive Timekeepers.  This report does not include unreleased or incomplete time.

SORT ORDERS
Working Attorney
Responsible Attorney
Managing Attorney
Originating Attorney
Project Attorney
Timekeeper Level
Practice Group
Type of Law
Department
Location

 
OPTIONS
One or All of Sort Order Type
Billable Only or Billable and Non-Billable
Transaction Date Range and Beginning of Year
Detail Level
    None
    Timekeeper
    Timekeeper, Client
    Timekeeper, Client-Matter
Include Inactive Timekeepers
Page Break on Group Change
Various Summary Options
Various Filter Options
    Client-Matter
    Working Attorney
    Responsible Attorney
    Managing Attorney
    Staff Level
    Practice Group
    Type of Law
    Department
    Location

EXPLANATION OF REPORT INFO/COLUMNS
Listed below are the columns on the Timekeeper History Report (in the order they appear on the report) and an explanation of what the value in each column represents.

Period - Hours Entered - total billable hours (Matters set to Fee Arrangement of Hourly, Flat or Contingency) or total hours (all Fee Arrangements) worked during the report date range.

Period - Value Entered - total billable dollars (Matters set to Fee Arrangement of Hourly, Flat or Contingency) or total dollars (all Fee Arrangements) worked during the report date range.

Period - Hours Billed - total billable hours billed (based on invoice date) during the report date range.

Period - Value Billed - the bill value of total dollars billed (based on invoice date) during the report date range.

Period - Billing Realized - percent of original value of billable dollars billed during report date range.

Year To Date - Hours Entered - total billable hours (Matters set to Fee Arrangement of Hourly, Flat or Contingency) or total hours (all Fee Arrangements) worked year to date.

Year To Date - Value Entered - total billable dollars (Matters set to Fee Arrangement of Hourly, Flat or Contingency) or total dollars (all Fee Arrangements) worked year to date.

Year to Date - Hours Billed - total billable hours billed (based on invoice date) year to date.

Year to Date - Value Billed - the bill value of total billable hours billed (based on invoice date) year to date.

Year to Date - Billing Realized - percent of original value of billable dollars billed year to date.

BALANCING TO OTHER REPORTS
If you run the Timekeeper History Report for Billable Time only, include inactive Timekeepers and use the same date range, you can balance to the following reports:

Summary of Hours Worked - Billable Hours and Billable Dollars

Daily Time Summary - Total Hours

Timekeeper Productivity - Billable Hours, Billable Dollars and Billed - Fees Billed

Billing Realization - Billed Amount