Timekeeper Productivity Report

The Timekeeper Productivity Report provides an analysis of overall productivity.  The report shows time worked, billable and non-billable, hours and dollars billed, realization percentage, net fee payments, net fee write offs and credits and net disbursement write offs and credits and AR fees.  The report can be run for the current period only (report date range) or you can choose to show year to date values as well.  The date range entered is used different ways depending on the column of information.  Fee Payments is the sum of PMT, RAP and TAP transactions less reversals.  Fee Write Offs/Credits is the sum of WO and CR transactions less reversals and Disbursement Write Offs/Credits is the sum of WO and CR transactions less reversals.  The report provides Timekeeper detail only and does not include unreleased or incomplete time.

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

 
OPTIONS
One or All of Sort Order Type
Current Period Only or Current and Year to Date
Transaction Date Range and Beginning Date of Year
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 Productivity Report (in the order they appear on the report) and an explanation of what the value in each column represents.  The Time Value and Hours Reported columns pull information based on the fee transaction date.  The Billed columns pull information based on invoice date.  The A/R columns (except Fee Balance) pull information based on payment transaction date.

Time Value - Billable - the original dollar value of all billable time (Matter set to Fee Arrangement of Hourly, Flat or Contingency) entered during the report date range.

Time Value - Non-Billable -  the original dollar value of all non-billable time entered during the report date range.

Hours Reported - Billable - the total billable hours (Matter set to Fee Arrangement of Hourly, Flat or Contingency) entered during the report date range.

Hours Reported - Non-Billable - the total non-billable hours entered during the report date range.

Hours Reported - Total - the total hours entered during the report date range.

Hours Reported - Billed - the total number of billable hours entered during the report date range that have also been billed.  Hours are shown at their original value.

Billed - Hours - total number of billable hours (original value ) billed during the report date range.

Billed - Orig Fees - the original value of billable fees billed during the report date range.

Billed - Write Up/Down - the total value of write ups and write downs of billed fees during the report date range.

Billed - Bill Fees - the billed value (original value net adjustments) of billable fees billed during the report date range.

Billed - Billing Realized - the percent of the original value of fees billed during the report date range.

A/R - Fee Balance - total amount of accounts receivable fees at the time the report is printed.

AR - Fee Payments - total amount of payments applied to fees during the report date range.  The amount is calculated by taking the total of PMT, RAP and TAP transactions less Reversals.

AR - Fee WO/CR - total amount of write offs and credits applied to fees during the report date range.  The amount is calculated by taking the total of CR and WO transactions less reversals.

AR - Disb Write Off - total amount of write offs and credits applied to disbursements during the report date range.  The amount is calculated by taking the total of CR and WO transactions less reversals.

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

Timekeeper History - Hours Entered

Summary of Hours Worked - Billable Hours, Billable Amount, Billed Hours and Non-Bill Hours

Daily Time Summary - Total Hours

Billing Realization - Original Amount, Billed Hours, Billed Amount and Adjustment Amount

Billing Realization by Working Attorney - Original Amount, Billed Hours, Billed Amount and Adjustment Amount

Payment Application Analysis (PMT, RAP, TAP and Reversals) - Total Fees

Payment Application Analysis (CR, WO and Reversals) - Total Fees