Generating Productivity Reports

Click here for a summary of Productivity reports.

When Are Productivity Reports Updated?

Productivity reports dealing with fees and costs are updated any time a client payment is entered through payments received. Productivity reports dealing with billed time are updated when bills are posted. Productivity reports dealing with unbilled time are updated as soon as the data is entered into Abacus Accounting.

How Post On Ticket Date Affects Productivity Reports

The Post On Ticket Date setting, which is available during company preferences, has a dramatic effect on some of the productivity reports.

Many productivity reports list time by time ticket type (Billable, Nonbillable, No Charge, Trial, or Misc.).

NOTE: Hours for a Flat Rate time ticket are included in the Billable Hours.

If you have NOT checked Post on Ticket Date in your company preferences, the productivity report will include all billed time tickets as of the date the invoice they appear on was posted (meaning the report includes the date the bill was posted, not the actual date on the time ticket). The report will also include all unbilled time tickets with an actual date in the selected time period. If you HAVE checked Post on Ticket Date in your company preferences, the productivity report will include both billed and unbilled time tickets with actual dates within the selected time period.

Generating Productivity Reports

1. Do one of the following:

   1. Select Reports > Productivity.

   2. Select Billing > Productivity Reports.

2. The Productivity Reports window appears. Highlight the report you want to generate.
   
   

3. Report criteria specific to the selected report appears to the right in the window. Complete the criteria for the report.

4. Under Destination, select whether you want to preview or print the report, print the report to a file, or email the report.

5. Click Preview, Print, File, or Email (depending on what you chose for print destination.