How to use the Productivity per Matter Report.
The Productivity per Matter Report is part of Rocket Matter's Advanced Analytics Module.
Productivity per Matter helps you understand which of your cases are absorbing the majority of your time by showing you a breakdown of how much time a user bills for and doesn't bill for, and how many fees have been billed for or not billed for. An effective billing rate is also calculated for each user.
The metrics of this report are as follows:
- Fees Worked = Amount if the user billed for billable, non-billable, and no-charge fees.
- Fees Billed = Billable, non-billable, and no-charge fees.
- Hours Worked = All time spent on a Matter (billable, non-billable, and no-charge).
- Hours Billed = Billable time spent on a Matter.
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Effective Billing Rate = Fees Billed divided by Hours Billed.
Productivity per Matter details include:
User, Fees Worked, Fees Billed, Hours Worked, Hours Billed, and Effective Billing Rate.
NOTE: This report will not include closed Matters.
1. Select 'Reports' from the left-hand navigation panel.
2. Scroll down to 'I want to see a productivity per matter report' and click 'Run Report'.
3. Select your date range and specify the Matter, or leave blank for ALL Matters.
4. Click 'Get Answer' to run report.
5. Review the 'Report Summary' to assess productivity.
The Report Summary gives you totals for Fees Worked, Fees Billed, Hours Worked, Hours Billed, and Effective Billing Rate.
Productivity per Matter Report results can be exported in .CSV format by selecting the 'Export' button.
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