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.