Productivity Report for Associates

SOLVED

I am looking for the correct report to show my YTD how much each associate has worked on an individual attorney's matters. Any idea where to start? I just need to show the hours, and would like to differentiate between billable and non-billable hours. 

Thank you!

Top Replies

  • , it would still be the same report.  It is ALL ABOUT the sort options.  So if you want to say "for a given RA, who put in time against his/her clients?", then you would sort first by RA (note that…

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    Slip summary report is probably the best place to sort. In options you can show billable and non-billable. Use filters for date range and client responsible attorney (or whatever field represents the individual attorney). Use the sort to sort by timekeeper. 

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    This doesn't seem to let me see which attorney worked on which matter. What I need to see is how many hours the associate put in for the RA's matters.

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    Probably better if I use the correct language- I need to show Responsible Attorney, then the hours each timekeeper entered under that RA's clients. I am hoping to make this a YTD report and would like to differentiate billable/non-billable

  • +1 in reply to Shandy54
    verified answer

    , it would still be the same report.  It is ALL ABOUT the sort options.  So if you want to say "for a given RA, who put in time against his/her clients?", then you would sort first by RA (note that this is NOT the Timekeeper field but the Client RA field), then probably also by Client (if you don't care about a subtotal by client you can skip this one) and finally by Timekeeper. You can use whatever date range you would like to filter which slips to analyze.

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