The Fee Earner Productivity Report provides two comparison date ranges to gauge the productivity of all timekeepers/fee earners in your system. For each timekeeper, a row of information is displayed that contains the value of the following:
| Title | Description |
| Billable items | This is the total billable amounts of the time entries created during the time period. It doesn’t matter if they have been invoiced or paid yet. This is FEE transactions only and includes time entries that are set to Hide/No charge. |
| Billed items | This is the total billed amounts from the time entries created during the time period that has been billed but unpaid. |
| Unbilled items | This is the total of unbilled amounts from time entries created during the period. |
| Collected | Payment made during that time period to an invoice (i.e. was allocated to a fee earner) NOTE: Please note that this column is based on the payment date. Not time entry date or invoice date. |
| Write-Off | This is the total write-off amounts added to invoices that have billed time entries created during the time period. |
| Realization | This is the number of potential earnings that have been invoiced. |
| WARNING: This report only related to time entries recorded during this period, not all time entries that are included on invoices during the time period. Fee values are shown exclusive of sales tax. It does not report on discounts. It includes the value of time entries that are set to no charge and hide. THIS REPORT SHOULD NOT BE USED TO CALCULATE INVOICED FEES BY FEE EARNER OR TIMEKEEPER FOR A SPECIFIC INVOICE PERIOD. |
| NOTE: Please note that the Fee Earner Productivity Report and the Payment List (Billing and Trust) will not show the same collected amount. The collected is the payments received for this period that have been allocated to a fee earner, it does not include unallocated funds or payments that have been allocated to a non-system user. |
Accessing the Fee Earner Productivity Report
The Fee Earner Productivity Report can be accessed in Reports > Billing Reports.
Report Configuration Options
Filters
| Options | Description |
| Month to date period | Range of dates to determine the information in the 'Month to date' Columns. |
| Year to date period | Range of dates to determine the information in the 'Year to date' Columns. |
| *Currency | If you are using multiple currencies, a dropdown to select the currency for which the report is run will be displayed. |
Layout Options
| Title | Description |
| Order by | Allows the specification of a column to sort by, descending |
Producing the Fee Earner Productivity Report
| Option | Description | |
On screen (HTML) | This option displays the report results on your current screen | |
| 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.
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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.
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Understanding the Output of the Fee Earner Productivity Report
| Note: Using the three output options will generate the same information in the selected format. For the purposes of this explanation, we will use images from the On Screen (HTML) output. |
Output Options (On Screen Only) and Header Information
| Option | Description |
| Reload | This button will re-generate the report. This can be useful if changes are being made while viewing the report to see difference between before and after the changes. |
| This will launch your browser's print dialog. The behavior and display of the dialog is dependent upon your browser and workstation settings. | |
| Excel | Downloads the report in xlsx format |
| Downloads the report in PDF format | |
| Show settings button | Displays the configuration options for the report. Once displayed, the configuration options can be hidden by selecting the Hide settings button. |
| Month to date period | The date range attributed to the information in the Month to Date columns. |
| Year to date periods | The date range is attributed to the information in the Year to Date columns. |
| Layout options | Displays which layout options have been selected in the configuration options. |
| Generated stamp | Displays the name of the user who generated the report, as well as the date and time the report was generated. |
Column Definitions
| Column | Description |
| 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. |
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