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 Flat Fee Productivity Report?
The Flat Fee Productivity Report was designed to provide you with a breakdown of how much you have billed and collected for Flat Fee Services. The hours worked will include any users’ who entered time for this Matter. The imputed Total (Regular ...
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 ...
How Can I Create Custom Accounting Reports
With over 6 advanced reports, CARET Legal offers robust financial analytics that inform critical decisions within your firm. However, firms often need a more substantial data set to guide their business strategy. That’s where custom reporting from ...
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