With the new Monthly Productivity report you will be able to show billable and non-billable hours. Plus the proportion of billable hours grouped and totaled by month and user.
When running this report you can choose your starting and ending month and year. You can also choose which user(s) or client(s) you want to report on or exclude these certain users or clients from showing on the report.
Once you click to run the report, you will see each month grouped separately and each user listed below with the total billable hours, non-billable hours and percentage of billable hours per month. You can then switch from Hours to Amounts to see the total billable amounts, non-billable amounts, and percentage of billable amounts in the time frame you chose.
This report is perfect for getting a glimpse of the hours or totals worked per user and what percentage of those hours are billable in the system on a monthly basis.
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I like this report, but have a suggestion. Since it is fairly common (at least with our firm) for a secretary to post time at my hourly rate, a report like this will not accurately reflect her actual hours (billable and non-billable). Our solution to this problem is we have populated the Activity Type” with everyone’s initials. Thus, regardless which lawyer is “credited” for the work (his billable hours), the paralegal who actually did the work can be credited for the hours simply by filtering it based on her initials in the Activity Type. The Activity Type report does this very well, but does not do the summary of monthly hours like the report you have here. Thus, I propose you add a filter based on Activity Type. –David
Thank you for this suggestion! I can certainly pass that over to our developers. For any future ideas & suggestions you can post them here for others to vote on: https://support.bill4time.com/hc/communities/public/topics/200188090-Ideas-Feature-Requests
Have a great day!