Fee Earner Productivity

Overview

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:

• Billable items
• Billed items
• Unbilled items
• Payments collected
• Write-offs
• Percent of payments received against the total of what has and what can be billed.

The data points are displayed in a table that, by default, displays these values for both month-to-date and year-to-date periods. Both date ranges can be changed to reflect the most useful comparison periods for your purposes.

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 total billed amounts from the invoices that have billed time entries created during the time period, that have had payment allocated against the time entries. The report uses the invoice date and the payment list is filtered by payment date.

Accessing the Fee Earner Productivity Report

The Client Profitability Report can be accessed in Reports > Billing Reports.

Report Configuration Options

 

Filters

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

Order by

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

Producing the Fee Earner Productivity Report

On Screen (HTML)	Displays the report on the current screen
PDF	Downloads the report in PDF format
MS Excel	Downloads the report is xlsx format

 

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 

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.
Print	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
PDF	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 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

Timekeeper	The user for whom the row information is attributed.
Month to date - Billable	The monetary value of Billable fees 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 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.