When the Worked Information check box on the Options tab is selected, the options in this section are available. This section lets you select which items you want included in this area of the report. The order of the check boxes reflects the order in which the items print on the report.

The following items can be included or excluded from the report. Select the corresponding check box if you want to include the item on the report. Clear the corresponding check box if you want to exclude the item from the report.

Billable Hours Worked Total billable hours worked during the month including hours on hold.
Non-billable Hours Worked Total non-billable hours worked during the month including hours on hold.
Hours to Bill Total billable hours to bill during the month including hours on hold.
Worked Value A calculated amount for all transactions during the month based on Billable Hours Worked multiplied by rate of transactions. Transactions on hold are included. Does not include write-up or write-down.
Non-billable Amount Total non-billable fee amount for transactions entered during the month. Transactions on hold are included.
Amount to Bill Total billable fee amount for transactions entered during the month based on Hours to Bill multiplied by rate of transactions. Includes write-up and write-down figures.
Totals

Total Hours - Billable Hours Worked plus Non-billable Hours Worked.

Total Amount - Worked Value plus Non-Billable Amount.
Cumulative WIP

WIP Hours to Bill - Cumulative Hours to Bill for unbilled transactions through the ending reporting month selected (including credit and excluding non-billable hours).

Note: This figure includes all work-in-process Hours to Bill through the ending reporting month selected, including all work-in-process Hours to Bill dated prior to the beginning reporting month.

WIP Amount - Cumulative Amounts for unbilled transactions through the ending reporting month selected (including credits and excluding non-billable hours).

Note: This figure includes all work-in-process amounts through the ending reporting month selected, including all work-in-process amounts dated prior to the beginning reporting month.

Average Age - Average age of billable work-in-process fees based on the age of each transaction multiplied by the amount of each transaction divided by the total work-in-process (weighted average).
Percentages Select this check box if you want percentages included for all items selected in the Include Worked Information section. Details regarding how the various percentages are calculated can be found in the Sample Report Pack.
Percentage Formula Select this check box if you want the formulas that are used to calculate the percentages to print in gray text for each percentage.
Compare to Recommended Hours

This option will only be available if the above Percentages check box in the Include Worked Information section is selected.

Select this check box if you want to compare each timekeeper's Total Hours to a recommended monthly amount. If you select this check box, you will be allowed to enter the Recommended Hours per Month.

Example: Let's assume you select the Compare to Recommended Hours check box and enter 160 in the Recommended Hours Per Month text box. If timekeeper #1 worked 150 hours in a given month and timekeeper #2 worked 130 hours in the same month, the percentage figure following the Total Hours on the Timekeeper Productivity Report would be 93.8% (150 divided by 160) for timekeeper #1 and 81.3% (130 divided by 160) for timekeeper #2.

  Clear this check box if you want the comparison between billable and non-billable hours to be made as a percentage of each timekeeper's total hours rather than a recommended figure.

Example: Let's assume you clear the Compare to Recommended Hours check box and you print the Timekeeper Productivity Report for timekeepers #1 and #2. If timekeeper #1 worked 150 hours in a month and timekeeper #2 worked 130 hours in a month, the percentage figure following the Total Hours on the Timekeeper Productivity Report would be 53.6% [150 divided by (150 + 130)] for timekeeper #1 and 46.4% [130 divided by (150 + 130)] for timekeeper #2.

Note: The Totals check box must be selected for the Recommended Hours comparison percentage to be shown on the report. Because there will be multiple percentages on this report, we recommend also selecting the Percentage Formula check box.

Recommended Hours per Month

This option will only be available if the Compare to Recommended Hours check box is selected.

Maximum of 999.99. Enter the number of recommended hours per month. The system's default number of working hours per month is 173.33. To compute the recommended year-to-date hours, the report will multiply the hours that you enter by the number of months since the last time the year-to-date totals were cleared.

Tip: If desired, you can change the default number of working hours by defining a report definition and making that report definition the default report definition.

Note: The default figure (173.33) is determined by taking the number of weeks in a year (52) times the number of working days per week (5) times the number of working hours per day (8) divided by the number of months per year (12).

  The "<" and ">" keys can be used to increase or decrease the number by one hour at a time.