Overview
You can view the Member Performance report in your firm directly in ZenCase from the Reports page. This report will show an overview of the billable, non-billable, removed hours, and billed hours and totals values for each member.
You will view a detailed report that will include:
Member
Member Type
Member Billable Hours
Member Non-Billable Hours
Member Hours Removed
Member Actual Hours
Member Adjusted Hours
Member Net Adjusted Hours
Member Discount Hours
Member Discount Amount
Member Pre-Discount Amount
Member Bill Amount
Member Non-Billable Amount
Member Net Adjusted Value
Member Removed Value
Member Pre-Discount Potential
Member Potential Hourly Rate
Member Bill Time Collected
Member Effective Hourly Rate
Member % Billable
Member % Non-Billable
Member % Net Adjusted
Member % Removed
How To View Member Performance Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Member Performance
You will see member performance for hours on task vs hours billed during current year
You can filter by:
Member
Include Inactive Members: Yes or No
Member Type
Include Inactive Matters: Yes or No
Client
Matter
Matter Type
Division
Fixed Fee Time Entries: Yes or No
Billing Type
Status
Invoice Date
Started At Date
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Report" to view your report in CSV or PDF format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
How Values Are Calculated
Billable Hours
The time entry adjusted hours that has "Show On Bill" set to "Yes" and "Billable" set to "Yes" that exist on an invoice.
Non-Billable Hours
The time entry actual hours that has "Billable" set to "No" that exist on an invoice.
Hours Removed
The time entry actual hours that has "Show On Bill" set to "No" and "Billable" set to "No" that exist on an invoice.
Net Adjusted Hours
The time entries actual hours minus adjusted hours.
Pre-Discount Amount
The time entry subtotal amount before the discount amount is applied.
Net Adjusted Value
The time entry actual hours minus adjusted hours multiplied by the expected bill rate. Expected bill rate is the member's bill rate at the time of billing the invoice.
Removed Value
The time entry hours removed multiplied by the expected bill rate. Expected bill rate is the member's bill rate at the time of billing the invoice.
Pre-Discount Potential
The time entry subtotal amount before discount amount is applied divided by the billable hours.
Potential Hourly Rate
The time entry bill amount divided by billable hours.
Billed Time Collected
The time entry paid amount.
Effective Hourly Rate
The time entry paid amount divided by the discount hours.
% Billable
The time entry billable hours divided by actual hours.
% Non-Billable
The time entry non-billable hours divided by actual hours.
% Net Adjusted
The time entry net adjusted hours divided by actual hours.
% Removed
The time entry hours removed divided by actual hours.
If you have any questions, please feel free to contact us.