Profitability by Client Report

The Profitability by Client 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

The Profitability by Client Report is generated based on a user specified Office, range of Departments, Accounting Period, Major Client, Client, Matter, and Responsible Timekeeper. The report displays Time, Billing, and Accounts Receivable statistics for each Matter that fits the report criteria. The ratio of Time Cleared (i.e. WIP Time Relieved) to Fees Billed is also displayed.

User Parameters

Office
From the list provided, the user must select the name of the Office for which the report will be produced. The names of all Offices associated with your Firm will be displayed in the list. To include all Offices in the report, the user must select the Select All option. The user also has the option to manually enter the unique identifier of the Office. This field defaults to the Select All option (i.e. by default, all Offices will be included in the report).

Start Department, End Department
From the lists provided, the user must select the range of Departments for which the report will be produced. The names of all Departments associated with your Firm will be displayed in the lists. To include all Departments in the report, the user must select the Select All option in both fields. The user also has the option to manually enter the unique identifiers of the Departments. These fields defaults to the Select All option (i.e. by default, all Departments will be included in the report).

Month
The user may either manually enter or select the Accounting Month for which the report will be produced. This field defaults to the current Accounting Month.

Year
The user must manually enter the Accounting Month for which the report will be produced. This field defaults to the current Accounting Year.

Major Client
The user must manually enter the unique identifier of the Major Client for whom the report will be produced. To include all Major Clients in the report, the user must enter "Select All". This field defaults to the Select All option.

Client
The user must manually enter the unique identifier of the Client for whom the report will be produced. To include all Clients in the report, the user must enter "Select All". This field defaults to the Select All option.

Matter
The user must manually enter the unique identifier of the Matter for which the report will be produced. To include all Matters in the report, the user must enter "Select All". This field defaults to the Select All option.

Responsible Timekeeper
From the list provided, the user must select the Responsible Timekeeper for whom the report will be produced. The user also has the option to manually enter the unique identifier of the Responsible Timekeeper. To include all Responsible Timekeepers in the report, the user must enter "Select All". This field defaults to the Select All option.