Who is this guide for?

Accounts Users and Accounts Supervisors

This report shows each fee earner’s performance targets (entered in Code Setup > Fee Earners > Edit) along with their actual performance figures (taken from the system).

Filter Options

Year  – Choose the year you wish to report on.

Period – Choose the period you wish to report on.

List of columns produced

For each fee earner:

Time Spent Targets – monthly target, monthly actual, year to date target and year to date actual

Time Spent Values – monthly target, monthly actual, year to date target and year to date actual

Time Billed – monthly target, monthly actual, year to date target and year to date actual

Time Billed Value – monthly target, monthly actual, year to date target and year to date actual

Time Written Off – monthly target, monthly actual, year to date target and year to date actual

Time Written Off Values – monthly target, monthly actual, year to date target and year to date actual