XPM - Add customisable productivity reports
Productivity Reports
I am using report builder to create a productivity report for my staff. What i would like to show on the report is:
Capcity reducing time + billable time + non-billable time = total time for week
I would then like a productivity percentage calculated as billable time / (billable + non-billable).
I would also like this report to have a YTD actual column and YTD budget column so that on one report I can see how productivity as been for the most recent week but also YTD on the on the report.
This will then tell me how many hours/days a staff member has had off on annual/sick/exam/LWOP etc and also how productive they were for the hours they were actually at work.
I cannot seem to generate this report. If I just use billable plus non-billable their total time equates to less than 38 hours and i don't know if this is because they haven't added all their time or because they've had capacity reducing leave.
Rachel Williams
shared this idea
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Aniket Maroo
commented
We wish to undertake analysis by looking for the data contained in the "TIME PRODUCTIVITY - % Billable v Non-Billable Time - Staff Summary" report on a monthly basis in a tabular format.
Unfortunately even though this report is called a "Table Report", XPM does not allow for the year to date date range to be entered but then have the data populate in the report on a monthly basis. Such a feature would greatly enhance a practice's capability of keeping an eye on the operational data for service firms like accounting and legal practices