Fee Earner Productivity Report

In this article:

• Brief Description
• Finding the Report
• Available Filters
• Report Output
• Additional Notes

Brief Description

The Fee Earner Productivity Report helps you gauge the productivity of all timekeepers/fee earners in your system based on dates you specify in the report setup. It provides two comparison date ranges to help you gauge your timekeepers' productivity. This includes showing entries made during the selected time period as well as back-dated entries. 

Finding the Report

• In Actionstep, go to Reports > Billing > General.

Available Filters

• Month to date period: Select the first date range you want in your comparison, which, by default, is set to show the current Month to date period. You can choose a different date range, however.  
• Year to date period: Select the second date range you want in your comparison, which, by default, is set to show the Year to date period. You can choose a different data range, however.  
• Date Field: Choose how you want to display the information in the report: by Timekeeper, Billable, Billed, Collection (either by MTD or YTD), or Total Unbilled.
• Include discounts: Toggle this option to on to include invoice discounts in the report.
• Currency: Select the currency you wish to see the results for. (This option is only displayed if you have multi-currency enabled.)

Report Output

• Timekeeper: Shows the user for whom the row information is attributed.  
• Non Billable: Shows non-billable time. 
• Month to date:
  • Billable: Shows the monetary value of Billable fees recorded for the Month to Date period. 
  • Billed: Shows the monetary value of Billed fees for the Month to Date period. 
  • Unbilled: Shows the monetary value of fees that have been recorded but have not been billed for the Month to Date period.
  • Collected: Shows the monetary value of fees that have been paid for the Month to Date period.  
  • Write-off: Shows the monetary value for fees that have been written off for the Month to Date period. 
  • Realization: Shows the realized based on the following calculation: (Billed + Write-offs)/(Unbilled + Billed).
• Year to date: 
  • Billable: Shows the monetary value of Billable fees recorded for the Year to Date period. 
  • Billed: Shows the monetary value of Billed fees for the Year to Date period. 
  • Unbilled: Shows the monetary value of fees that have been recorded but have not been billed for the Year to Date period. 
  • Collected: Shows the monetary value of fees that have been paid for the Year to Date period. 
  • Write-off: Shows the monetary value for fees that have been written off for the Year to Date period. 
  • Realization: Shows the realized based on the following calculation: (Billed + Write-offs) / (Unbilled + Billed) 
• Total Unbilled: Shows 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. 

Additional Notes

There are similarities between the Fee Earner Productivity and Time and Fee Entries reports. Please note these differences, however: 

• The billable total included in the Fee Earner Productivity report shows 'hide' and 'no charge' entries, whereas these entries are not included in the billable totals of the Time and Fee Entries report. 
• The Fee Earner Productivity report also includes discounts in its running billable total.  

For example, let's say you have: 

• $100 no charge 
• $200 normal fee 
• And a 10% discount on the bill  

The Time and Fee Entries report will show the total of $200 whereas the Fee Earner Productivity report shows $280 ($200 with 10% discount + $100 no charge). 

• The Time and Fee Entries report shows adjustments either as separate lines (not affecting the fee earner total) or it is not shown as separate lines and then it gets absorbed into the fee earner total. 

If you're choosing which of these reports to use, it's recommended you use the Time and Fee Earner report, since it shows the time entries with their values without discounts that are applied to the bill, etc. It includes the 'no charge' hours in the hours worked without adding the fee amount to the total. The Fee Earners Productivity report does not show line items so it is difficult to breakdown or understand where the values are being pulled from.