Realization Per Timekeeper
The Realization per Timekeeper Report lists Billable Hours vs. Realized Hours in terms of percentage. The Billable Hours include Billable, Non-Billable, No-Charge, and Billed hours.
To access the Report, select Reports>Standard Reports>Realization>Realization per Timekeeper. The toggle button should be turned on in the last column; otherwise, the link will open the standard report.
To generate the report, select the appropriate parameters:
– Timekeeper: From the pop-up dialog, select the ‘All’ option or choose from the list of available Timekeepers. Enabling the “Include Inactive” checkbox includes inactive Timekeepers. To learn about Timekeeper Permissions, click here.
– Category: This is the ‘Matter Category’ associated with the Timekeepers. To pull data based on categories, select a category or multiple categories or select the ‘All’ option. The report displays the data by Client or by Matter, depending on the Client/Matter selection.
– Group By: Select ‘Timekeeper,’ ‘Professional Group & Timekeeper’ or ‘Professional Sub-Group & Timekeeper.’
– Professional Group: To pull reporting data classified into various Timekeeper groups, select the Timekeeper Group. The Group field is only displayed if at least one Group has been created.
– Professional Sub-Group: If Sub-Groups have been set up to classify the Timekeeper Groups further, these Sub-Groups will be listed here for selection. The Sub-Group field is only displayed if at least one Sub-Group has been created.
– Date Range: Allows the user to view the Report based on the selected data range.
– From Date/ To Date: Using the Calendar, select ‘From’ and ‘To’ to include the date range for the Report.
The template within the Calendar allows users to set the desired date as the Default date. For example, for the ‘From’ date, you can set the Report to start from the ‘First day of the 1st quarter of this year.’ With this selection set as default, the Report’s start date will be 01/01/(year) each time the Report is run.
Sample Report with default values:
