Fee Earner Productivity Report

Modified on Thu, 14 Sep 2023 at 11:39 PM

The Fee Earner Productivity Report provides two comparison date ranges to gauge the productivity of all timekeepers/fee earners in your system.

Accessing the Report

To find the Fee Earner Productivity Report go to Reports > Billing Report > Fee Earner Productivity Report.

Before you generate the report, there are a number of filters you can apply to control what results the report will give you.

Filter	Description
Month to date period	Select your Month to date period to run the report on.
Year to date period	Select your Year to date period to run the report on.
Date Field	Allows for the report to be run by Timesheet date or invoice date.
Include discounts	Toggle on to include invoice discounts in the report.
Currency	Select the currency you wish to see the results for.

Order by: Allows the specification of a column to sort by, descending.

Option	Description
On screen (HTML)	This option displays the report results on your current screen.
PDF	This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen.
MS Excel	This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.
Save XLSX file to a matter	After you have selected to run the report in MS Excel you can choose to save the XLSX file directly to a matter using this button.
Save PDF file to a matter	After you have selected to run the report in PDF you can choose to save the PDF directly to a matter using this button.TIP -Sometimes the PDF viewer will display over this option on your screen, to see the option to save to a matter close the preview screen.

Column	Description
Non Billable	Shows non Billable time.
Timekeeper	The user for whom the row information is attributed.
Month to date - Billable	The monetary value of Billable fees is recorded for the Month to Date period.
Month to date - Billed	The monetary value of Billed fees for the Month to Date period.
Month to date - Unbilled	The monetary value of fees that have been recorded but have not been billed for the Month to Date period
Month to date - Collected	The monetary value of fees that have been paid for the Month to Date period.
Month to date - Write-off	The monetary value for fees that have been written off for the Month to Date period.
Month to date - Realization	(Billed + Write-offs)/(Unbilled + Billed)
Year to date - Billable	The monetary value of Billable fees is recorded for the Year to Date period.
Year to date - Billed	The monetary value of Billed fees for the Year to Date period.
Year to date - Unbilled	The monetary value of fees that have been recorded but have not been billed for the Year to Date period.
Year to date - Collected	The monetary value of fees that have been paid for the Year to Date period.
Year to date - Write-off	The monetary value for fees that have been written off for the Year to Date period.
Year to date - Realization	(Billed + Write-offs)/(Unbilled + Billed)
Total Unbilled	The monetary value of all unbilled fees for the timekeeper. This column is a current total and does not necessarily reflect month-to-date or year-to-date date ranges.