Overview
The Productivity by Staff report is a powerful tool designed to help your practice track key performance indicators (KPIs) related to time management. It shows each staff member's actual logged time, both overall and chargeable hours, alongside their respective targets. This enables you to monitor performance effectively and identify if individual targets are being met.
Key Features:
- Time Logged and Chargeable Time Targets: See clear comparisons between actual hours worked and your set targets for both overall and chargeable time.
- Drill-Down Function: Dive deeper into individual records by clicking on any data point to explore detailed information. This functionality links directly to the Chargeable vs. Non-Chargeable by Staff report, enabling you to analyse time allocation and the related monetary values.
- Customisable Date Range: Filter data by specific dates to ensure that your reports align with your review periods, improving relevancy and accuracy.
- Save and Export Reports: Save your report settings for consistent, repeatable tracking. Export reports for offline review or sharing with your team or clients.
- Report Highlight Section: Quickly review high-level summaries before delving into the details, facilitating faster decision-making.
How to Use the Report:
- Access the Report: Navigate to the Productivity by Staff section within your Insights tools.
- Set Your Date Range: Use the date range filter to select the period you want to analyse. Options include custom date ranges as well as pre-sets like last week or this quarter.
- Review Staff Performance: The main table displays each staff member’s logged time and targets. Items below target are clearly marked, helping you focus on areas needing attention.
- Drill Down for Details: Click on a staff member or data point to access detailed views, including comparisons of chargeable vs. non-chargeable time.
- Save or Export: Save your preferred report view for future use or export the data to share insights with your team or for audit purposes.
Troubleshooting and Support:
- If you notice missing staff members or inconsistencies in data, ensure your filters and toggles are correctly set (e.g., check if the "Show deactivated staff" option is toggled off).
- For any errors such as issues displaying form fields or report loading errors, please report these to support with screenshots and the steps to reproduce the issue.
- Regular updates and fixes are made to improve report accuracy and functionality. Refer to release notes or contact support to confirm if an issue has a known resolution.
FAQs: Productivity by Staff Report
- What does the Productivity by Staff report show?
It displays each staff member’s actual logged time—both overall and chargeable hours—against their targets, helping you track if performance goals are met. - How can I filter the report by date?
Use the date range filter to select specific periods such as last week, this quarter, or a custom range to focus on relevant data. - What is the Drill-Down Function?
This feature lets you click on individual data points to see detailed records, including comparisons between chargeable and non-chargeable time for each staff member. - Can I save my report settings?
Yes, you can save your customised report views for quick access to consistent data formatting and filters. - Is it possible to export the report?
Yes, export options are available so you can save your reports offline for sharing or future reference. - What should I do if a staff member is missing from the report?
Check if the “Show deactivated staff” toggle is on or if your filters exclude the staff member. If the issue persists, contact support. - Why are some target stats not showing for certain date ranges?
This can be due to calculation inconsistencies. Ensure your date range selections are correct, and update the report if needed. - Who do I contact if I encounter errors or bugs in the report?
Please report any issues with detailed descriptions and screenshots to your support team who can escalate as necessary.