Report Description
The Timekeeper Analysis Report provides a breakdown of hours worked and billed by each timekeeper. It displays the corresponding dollar value, total fees received (excluding allocations), and unbilled hours/amount. The report uses the date range at the top for Period to Date calculations and the end date for Year to Date calculations.
Report Filters
Date Range
This filter applies to the date range for the billing entries.It affects both the "Worked" and "Billed" sections of the report, representing the time worked or billed within the selected date range.
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- For the "Worked" section, this will be the time that was "worked" during this date range.
- For the "Billed" section, this will the time that was "billed" during this date range.
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Invoice Posted?
This filter applies to the "Billed" section of the report. The "Don't Filter" option includes time in the "Pre-Bill" status and time on a posted bill. The "Posted" option only includes time on a posted bill, excluding any "Pre-Bill" time.
Notes
- PTD stands for Period to Date, while YTD stands for Year to Date (Calendar Year).
- The numbers in the "Worked" and "Billed" sections may differ due to a lag between when the hours were worked and when they were billed.
Worked Section
The "Worked" section displays all time entries worked on within the selected time frame. It includes:
- Hours: The total hours worked, including both Non-billable and Billable hours.
- Non Bill: The total of Non-Billable Hours.
- Billable: The total of Billable Hours.
- Value: The total billable value for these hours.
Billed Section
The "Billed" section shows the entries billed during the selected time frame. It includes:
- Fees: Total value for these hours.
- Hours: The total hours billed, including both Non-billable and Billable hours.
- Non Bill: The total of Non-Billable Hours.
- Billable: The total of Billable Hours.
- Rate: Average Rate for the billing entries.
- Fees Received: The amount received on these entries.
- Unbilled Hours/Amount: Unbilled will be any WIP. The total hours that remain unbilled and the corresponding value for those hours.
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