Timekeeper Performance - Current and Year to Date

The Timekeeper Performance - Current and YTD Report is a custom report style that provides an overview of activity at the Timekeeper Level for the current month and year to date.  Information provided includes Billable Hours and Dollars, Billed Hours and Dollars, Work in Process, Fees Collected and Accounts Receivable.

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
Transaction Date Range and Beginning 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 Performance - Current and YTD Report and an explanation of what the value in each column represents.

Billable Hours - Current - total Billable Hours for the report date range.

Billable Hours - YTD - total Billable Hours year to date.

Billable Dollars - Current - total Billable dollars for the report date range.

Billable Dollars - YTD - total Billable Dollars year to date.

Billed Hours - Current - the Bill Value of Total Hours billed for the report date range.

Billed Hours - YTD - the Bill Value of Total Hours billed year to date.

Billed Dollars - Current - the Bill Value of Total Dollars billed for the report date range.

Billed Dollars - YTD - the Bill Value of Total Dollars billed year to date.

Work in Process - Over 60  - fee dollars Over 60 days old in Work in Process at the time the report is run (the number in this column is NOT impacted by the report date range).

Work in Process - Total - total fee dollars in Work in Process at the time the report is run (the number in this column is NOT impacted by the report date range).

Fees Collected - Current - total fees collected for the report date range.

Fees Collected - YTD - total fees collected year to date.

Accounts Receivable - Over 60 - fee dollars Over 60 days old in Accounts Receivable at the time the report is run (the number in this column is NOT impacted by the report date range).

Accounts Receivable - Total - total fee dollars in Accounts Receivable at the time the report is run (the number in this column is NOT impacted by the report date range).

For pricing on this report, please contact Orion at support@orionlaw.com or 1-800-305-5867