Timekeeper Annual Summary

The Timekeeper Annual Summary (located under Staff Productivity Reports) reports activity on a month by month basis for hours/dollars entered, hours/dollars billed or fees collected by Timekeeper.  You can choose to include the Previous Year values or choose to compare to Budget (must be using Timekeeper Budget feature).  You may run the report based on hours or dollars (dollars only for collected values).  Various sort orders and options are available.  Fees Collected is the sum of PMT, RAP and TAP transactions.  This report does not include unreleased or incomplete time.

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

OPTIONS
One or All of Sort Order Type
Current Year Only,  Include Previous Year or Include Budget
First And Last Month and Year
Report Hours or Dollars
Value Type
    Actual Including Non-Billable
    Actual Excluding Non-Billable
    Billable Value
    Billed - Based on Invoice Date
    Non-Billable Only
    Collected Value
    Billed - Based on Work Date
Detail Level
    None
    Timekeeper
    Working,  Client 
    Working, Client-Matter
Include Inactive Timekeepers
Page Break on Group Change
Various Summary Options
Various Filter Options
    Client-Matter
    Working Attorney
    Responsible Attorney
    Managing Attorney
    Type of Law    
    Department
    Location
    Timekeeper Level

BALANCING WITH OTHER REPORTS
The Timekeeper Annual Summary, when run for the same date range and including inactive Timekeepers, can be balanced to various reports depending on the Value Type chosen when the report is run.

Value Type = Actual Including Non-Billable will balance to:

Fee Listing - Total Hours and Total Dollars

Timekeeper History - Hours Entered and Value Entered

Summary of Hours Worked - Total Hours and Total Amount

Daily Time Summary - Total Hours

Timekeeper Productivity - Total Hours Reported

Client-Matter Annual Summary - Total Hours/Total Dollars
    
Value Type = Actual Excluding Non-Billable will balance to:

Timekeeper History - Hours Entered and Value Entered

Summary of Hours Worked - Total Billable Hours and Total Billable Amount

Daily Time Summary - Total Hours

Timekeeper Productivity - Billable Time Value and Billable Hours Reported

Client-Matter Annual Summary - Total Hours/Dollars
    
Value Type = Billable Value will balance to:

Cient-Matter Annual Summary - Total Hours/Dollars

Value Type = Billed - Based on Invoice Date Value will balance to:

Client-Matter Annual Summary - Total Hours/Dollars

Timekeeper History - Hours Billed and Value Billed

Timekeeper Productivity - Hours Billed and Fees Billed
                                        
Billing Realization - Billed Hours and Billed Amount

Net Realization (Fees Only) - Billed Amount
    
Billing Realization by Working Attorney - All fields
    
Value Type = Non-Billable Only will balance to:

Summary of Hours Worked - Non-Bill Hours

Daily Time Summary - Total Hours

Timekeeper Productivity - Non-Billable Time Value and Non-Billable Hours Reported

Client-Matter Annual Summary - Total Hours and Total Dollars

Value Type = Collected will balance to:

Client-Matter Annual Summary - Total Dollars
    
Value Type = Billed - Based on Work Date will balance to:

Client-Matter Annual Summary - Total Hours and Total Dollars

Summary of Hours Worked - Billed Hours and Billed Amount