Employees Report

Explains how to use the Employees report to track time logged by each employee, including breakdowns by billable time, revenue, efficiency metrics, and project ownership. Covers how to filter and interpret employee performance data.

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What is the Employees Report?

The Employees Report shows how much time each employee has logged in your firm. It breaks down employee time contributions by total hours, billable hours, revenue generated, logging efficiency, and project ownership. This report helps you understand employee productivity and workload distribution.

Why the Employees Report Matters

Using the Employees Report helps you:

Accessing the Employees Report

To access the Employees Report:

  1. Navigate to Reports from the main menu.

  2. Click Employees.

  3. The report displays multiple data breakdowns. You can filter by year using the year selector in the top-right corner.

Employees report showing multiple data breakdowns including time by employee, billable hours, revenue, and project ownership

Understanding the Report Sections

Time Breakdown by Employee and Period

This table shows each employee's total hours logged, broken down by month.

Key Information:

The table also shows a Total row at the bottom with the combined hours across all employees.

Time Breakdown by Employee

This bar chart shows each employee's total hours logged with a horizontal bar representation.

Key Information:

Click on any employee name to drill down into the Hours report filtered by that employee.

Billable Time Breakdown by Employee

This bar chart shows billable hours only (time billed to clients) for each employee.

Key Information:

This helps identify which employees spend the most time on billable work versus internal/non-billable tasks.

Revenue Breakdown by Employee

This section shows the revenue generated by each employee's billable work.

Key Information:

Click on an employee name to drill down into the Revenue report filtered by that employee.

Time Logged Within Day by Employee

This metric shows the percentage of each employee's time entries logged the same day the work was performed.

Key Information:

High percentages indicate disciplined time tracking behavior. Low percentages may suggest time entries are logged days or weeks later.

Time by Time of Day

This table shows when employees typically log hours, broken down by hour of the day.

Key Information:

This helps understand your firm's work patterns and peak productivity hours.

Click on any time range to drill down into the Hours report filtered by that time of day.

Project Count Breakdown by Owner

This table shows how many projects each employee is managing or owns.

Key Information:

This helps balance project loads across your team.

Filtering the Report

You can filter the Employees Report by year using the year selector in the top-right corner of the report. This allows you to compare employee performance across different years.

Using the Report for Decision-Making

Workload Distribution: Review the "Time Breakdown by Employee" section to ensure workload is evenly distributed. If some employees consistently log more hours, consider rebalancing assignments.

Billable vs. Non-Billable: Use the "Billable Time Breakdown" section to ensure your team is spending sufficient time on billable work. This affects firm profitability.

Efficiency Assessment: Check the "Time Logged Within Day" metric to evaluate time tracking discipline. Employees logging time same-day provide more accurate data for billing and analysis.

Revenue Contribution: Use the "Revenue Breakdown" to understand which employees contribute most to firm revenue. This can inform performance reviews and compensation decisions.

Project Ownership: Review "Project Count Breakdown by Owner" to ensure no single employee is overloaded with too many projects.

Drilling Down for More Details

Most sections in the Employees Report are clickable links that take you to more detailed reports:

Exporting the Report

You can export employee data from this report by clicking the Export button at the top of the page. This downloads the data in Excel format for further analysis in spreadsheets or other tools.

Common Use Cases

Monthly Performance Reviews: Review the "Time Breakdown by Employee and Period" section to see each employee's monthly hour patterns for performance discussions.

Identifying Training Needs: Low "Time Logged Within Day" percentages suggest an employee might benefit from time tracking training or reminders.

Workload Planning: Use "Project Count Breakdown" and "Time Breakdown" sections together to plan workload for upcoming periods.

Profitability Analysis: Compare "Billable Time" against "Total Time" to calculate billable utilization rates for each employee.

Tips and Best Practices