What is a Timekeeper Productivity Report?
The Timekeeper Productivity Report
is where you will be able to review all of the billable hours and realization rates organized by the timekeeper.
Within this report, you will have the ability to utilize all of the filters you see below.
Below are all of the data columns that you are able to see based on the filter selections above. At the bottom of the report, you will notice in black are all of the totals for each column.
If you would like to print or download the report, at the top of the page you have the options to export to a CSV file or print to a PDF.
How Do I Set up and Review Timekeeper Goals?
Zola Suite offers firms the ability to track goals for timekeepers in order to facilitate forecasting and promoting billable activities to meet the financial objectives of the firm. What performance goals can be tracked? You can set goals for: ...
What is the Split Compensation Report?
The Split Compensation Report is one of Zola Suite's advanced reports that allows you to see data by user for matters that they are a responsible or an originating attorney for. (if they billed for a matter that they are not an originating or ...
How Can I See What Fee's Were Collected?
You can pull a report which shows a full list of all professional fees and expenses that have been collected for a specific Matter or Zola Suite User. To access this report, visit the Accounting section, and select the Reports Tab. The Fee Allocation ...
What Is the Billed and Collected Report?
The Billed and Collected Report provides an overview of billed totals and collected totals for fees by invoice date and collection date respectively. This report can be generated by the User, Practice Area and Location. Filters: Filter By: The date ...
What is a Work In Progress Report?
The Work In Progress Report (WIP) is where you will be able to see all of the unbilled time from every user in your firm. You can use the filters to show the unbilled time by Client, Matter, Responsible Attorney, Practice Area, and Billing Type. You ...
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