Entity Performance Report

The Entity Performance Report screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description

IMPORTANT! There are actually nine different Entity Performance Reports, each generated for a different Entity type. The separate report names are: Entity Performance by Client, Entity Performance by Major Client, Entity Performance by Matter, Entity Performance by Nature, Entity Performance by Billing Entity, Entity Performance by Billing Timekeeper, Entity Performance by Originating Timekeeper, Entity Performance by Responsible Timekeeper, and Entity Performance by Working Timekeeper. For the sake of avoiding unnecessary repetition, only the Entity Performance by Client report is pictured here. Since the other reports are the same except for entity type, this explanation can be taken as an example for all nine reports.

The Entity Performance Reports are generated based on a user selected type and range of Entities, range of Offices and Departments, and for specific Accounting Functions (i.e. Billings, Receipts, Write-offs, Variances, Deletions, or Time Docketed). The purpose of this report is to display the totals of the selected Accounting Functions for each selected Entity. Up to three columns can be displayed in the report; the first two display figures for user specified Accounting Periods, and the third displays a comparison between the first two columns.

User Parameters

Entity Type
The type of Entity for which the report will be generated (i.e.. Responsible Timekeeper, Working Timekeeper, Billing Timekeeper, Originating Timekeeper, Billing Entity, Major Client, Nature of Practice, Client, and Matter).

Entity X to X (Client X to X, Bill Entity X to X, etc)
From the lists provided, the user must select the range of Entities of that type that will be included in the report. The user also has the option to manually enter the unique identifiers for the range of Entities. These fields default to the first and last Entities in the lists.

Current/Historic
From the list provided, the user must select whether the report will display current values (i.e. the Entity's current value in relation to each Client/Matter) or historic values (i.e. the Entity's value in relation to the Client/Matter at the time of the transaction).

Sort Order
From the list provided, the user must select the order in which the report contents will be sorted and displayed. Valid options are Alphabetical (i.e. ordered by Entity Name) and Numerical (i.e. ordered by Entity Number). This field defaults to the Alphabetical option.

Report by Department Type
From the list provided, the user must select the type of Department the report will be based on. Valid options are Timekeeper (i.e. Department associated with the Working Timekeeper) and Matter (i.e. Department associated with the Matter). This field defaults to the Timekeeper Department option.

Use Column 1, Use Column 2, Use Column 3
The user may include up to three columns in the report; the first two columns will display figures for the specified Accounting Period, and the third column will display a comparison between the first two columns. For each column, the user must select either "Y" (i.e. include the column in the report) or "N" (i.e. do not include the column in the report). For the first two columns, the user must enter the Accounting Period for which information in each column will be taken. The first column defaults to Month to Date information (i.e. the beginning of the current Month to the present) and the second column default to Year to Date information (i.e. the beginning of the current Year to the present).

Office X to X
From the lists provided, the user must select the range of Offices for which the report will be produced. The names of all Offices associated with your Firm will be displayed in the lists. The user also has the option to manually enter the unique identifiers of the Offices. These fields default to the first and last Offices in the lists (i.e. be default, all Offices will be included in the report).

Department Type X to X
From the lists provided, the user must select the range of Department Types for which the report will be produced. The names of all Department Types associated with your Firm will be displayed in the lists. The user also has the option to manually enter the unique identifiers of the Department Types. These fields default to the first and last Department Types in the lists (i.e. be default, all types of Departments will be included in the report).

Department X to X
From the lists provided, the user must select the range of Departments to be included in the report. The names of all Departments associated with your Firm will be displayed in the list. The user also has the option to manually enter the unique identifiers of the Departments. These fields default to the first and last Departments in the lists (i.e. be default, all Departments will be included in the report).

Accounting Functions - Billings, Receipts, Write-offs, Variance, Deletions, Time Docketed
To include in the report information regarding a specific function for the selected Entity, the user must select the "Y" option; to not include in the report information regarding a specific function for the selected Entity, the user must select the "N" option. This field default to the "Y" option.

Suppress Zeroes
To suppress all records, transactions, etc with a zero balance, the user must select the "Y" option; to display in the report all records, transactions, etc with a zero balance, the user must select the "N" option. This field defaults to the "Y" option.

Report Format
The report can be generated in two different formats; grouped by Accounting Function (i.e. show all entities for each function) or grouped by Entity (i.e. show all functions for each entity). The user must select the desired format from the list provided. This field defaults to the One Accounting Function Per Page format (i.e. show all entities for each function).