Topic Options
#41553 - 05/13/14 06:22 AM TB Time Utilization Report
bal Offline
Adagio Ace

Registered: 03/29/99
Posts: 216
Loc: Ottawa
Although I have a made a number of employees "Inactive", they still appear when I print the Time Utilization Report.

Is there any way to produce this report for ONLY active employees?

Thanks very much.

Top
#41572 - 05/13/14 02:59 PM Re: TB Time Utilization Report [Re: bal]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11524
Loc: Vancouver, BC Canada
Hi bal,

The reports in Time&Billing have not been modified to specifically select staff based on the Active status. Nor for inactive Customers or Dockets either, for that matter.

I can forward your suggestion to development for a future release.
_________________________
Regards,
Softrak Tech Support

Top
#52622 - 02/08/17 12:18 PM Re: TB Time Utilization Report [Re: Softrak Support]
Eric Goldman Offline
Adagio Fan

Registered: 08/29/02
Posts: 31
Loc: North Brunswick, NJ
I have the opposite problem. Not all Staffs listed as active are appearing in the Time Utilization Report. This behavior began with the latest software update.
_________________________
Eric

Top
#52627 - 02/08/17 01:06 PM Re: TB Time Utilization Report [Re: Eric Goldman]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11524
Loc: Vancouver, BC Canada
Hi Eric,

Can you confirm the specific version of Adagio Time&Billing?

When you print the Time Utilization report, are you printing Details, or Totals only? My understanding of a change that happened in the most recent 9.2A upgrade is that if 'Totals only' is selected, then the date select reverts from the 'Custom date range' to 'MTD'. Perhaps the active staff missing from your report do not have MTD transactions?

If this doesn't explain what is happening for the report results, you may need to get your Adagio consultant involved.
_________________________
Regards,
Softrak Tech Support

Top
#52648 - 02/10/17 06:28 AM Re: TB Time Utilization Report [Re: Softrak Support]
Eric Goldman Offline
Adagio Fan

Registered: 08/29/02
Posts: 31
Loc: North Brunswick, NJ
We have just upgraded to 9.2A. We have selected Detail, Sort by Staff and MTD. We see some breakdowns for former staff members who have 0 hours MTD and 0 hours YTD but not all staff is listed. I also know that at least one of the staff missing from the list DID have time during the reporting MTD period.

When we select Totals Only we do not get a listing by individual staffs but only a single-page total of all time expended by all staffs.

We first noticed the problem right after the upgrade.
_________________________
Eric

Top
#52654 - 02/10/17 03:29 PM Re: TB Time Utilization Report [Re: Eric Goldman]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11524
Loc: Vancouver, BC Canada
Hi Eric,

Your Adagio consultant reached out to us and we were able to determine the problem with the Time Utilization report. It seems that if a staff person has never posted Non-billable time, they are being incorrectly excluded from the report. There are links and selection criteria in the report related to non-billable time, and it appears that the new reporting engine for Time&Billing 9.2A is expecting at least one record in the Staff Non-Billable time data file.

This is in error, and I have written this problem up for R&D. Thank you for bringing this to our attention.

If this is at all helpful, if you select the 'Specific Date Range' option on the report, then the Work in Progress data file is used as the source of transactions rather than the Staff Statistics, and all staff with billable or non-billable time will appear on the report. The number of hours will not synch to the 'MTD' version of the report unless the Month End process is performed religiously at the end of each month, and time is only ever posted for days in the respective month, because staff statistics are accumulated between Month Ends and not the Time transaction date. This strict timing for entry/posting and running Month End is probably not realistic, to be fair.
_________________________
Regards,
Softrak Tech Support

Top
#52675 - 02/14/17 11:40 AM Re: TB Time Utilization Report [Re: Softrak Support]
Howard S.-MMA Offline
Maestro

Registered: 10/29/07
Posts: 822
Loc: New York City, NY USA
Thanks for the prompt response and fixed report!
_________________________
Howard Schell
Micro Management Associates
New York, NY USA
bpforum2021@hnyc.us

Top
#52708 - 02/15/17 02:37 PM Re: TB Time Utilization Report [Re: Softrak Support]
Rosemary Offline
Stranger

Registered: 02/15/17
Posts: 2
Loc: Ontario, Canada
Actually I am having similar issues and I can tell you I am "evangelically religious" about monthly closing of the TBR and A/R modules. When I use your work around I can at least get some info out on the month's Time Summary and Time Statistics section (no YTD) though but what is still missing from the report is the sections showing Final Billing Statistics (MTD & YTD) and File Activity Statistics, both of which used to be on that report. I need this info for my management reports I do up for our monthly financial meetings. Helppppp!!! I've already had to postpone the meeting and can't hold up closing the month much longer. Thanks.

Top
#52709 - 02/15/17 02:39 PM Re: TB Time Utilization Report [Re: Rosemary]
Rosemary Offline
Stranger

Registered: 02/15/17
Posts: 2
Loc: Ontario, Canada
PS: Our firm NEVER enters any non-billable time. It is sometimes recorded on their time dockets but not entered into Adagio.

Top
#52755 - 02/20/17 12:42 PM Re: TB Time Utilization Report [Re: Rosemary]
Howard S.-MMA Offline
Maestro

Registered: 10/29/07
Posts: 822
Loc: New York City, NY USA
Hi Rosemary:
Do you have an Adagio consultant that you work with?
_________________________
Howard Schell
Micro Management Associates
New York, NY USA
bpforum2021@hnyc.us

Top


Moderator:  Christa_Meissner 
Who's Online
0 registered (), 67 Guests and 1 Spider online.
Key: Admin, Global Mod, Mod
Forum Stats
1865 Members
5 Forums
14452 Topics
70611 Posts

Max Online: 432 @ 01/20/25 10:17 PM
April
Su M Tu W Th F Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30