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The Non-charge Items report displays WIP postings for non-charge activities, producing a separate page per non-charge activity.
To access reports ensure that the staff allowances 'can see WIP valuations of Time' and 'see Cost Valuations of Time' are enabled.
To produce a non-charge WIP Items report complete the options, order, selection and columns tabs in sequence. (See report format help topic)
To access the Non-charge Items report:
Log into the Time Ledger.
From the menu select Reports.
Click Non-charge reports, a sub-menu will appear.
Click Items.
The Options screen allows you to define the system constraints for the Non-charge Items report. The following options are available:
Select one of the following options to set the timescale for the report:
Current Periods
When this option is selected postings made between the earliest and latest current periods will be displayed.
Click here for the reference for Time Ledger Periods.
Selecting this option for a memorised report will always show the latest WIP balance details.
Last periods up to
If you select this option the field to the right becomes available. Here you can enter the number of periods (prior to the most current period), that you wish to run the report for.
For example, if the number 2 is entered into the field, postings made into the current period and its preceding period will be displayed.
The minimum number of periods to be covered is 2.
Time Periods From
If this option is selected the fields 'from' and 'to' become available. Here you can enter the start and end of a period range that the report is to be run for.
Dates From
If this option is selected the fields 'from' and 'to' become available. Enter into these fields the start and end dates that the report is to be run for.
The b/fwd or c/fwd columns will not included using the 'Dates From' option.
The following options are available:
Exclude activities with no items
By placing a tick next to exclude Items with no items will mean that all non-charge activities that have not been posted to will be excluded from the report.
This option refers to non-charge activites not have any WIP postings within the timescale set in Select WIP items
Include Time
Select to include Time postings made to non-charge activities.
Includes Expenses
Select to include Expense postings made to non-charge activities.
Show subtotals only
Every client that satisfies the Selection criteria will be included in the report. The information will be sub totalled by the first sort criteria selected under the Within activity sort WIP items by section. If this item (staff) was also sub totalled within WIP sub totalled by section then One line of totals would then be printed for each of the staff members registered on the system.
This section is used to defined the sorting of information that will be displayed on the report.
On the left of the screen, items suitable for sorting the report by are listed.
When selecting the items you would like to Sort by, it is important to remember the order that the items are ticked will be the order of the sort. A good starting point is to remove all the ticks on the left of the screen before selecting the sort items.
For example, to group all the postings on the report by the staff identifier, select Staff Identifier. This will be displayed on the display in the centre of the screen.
It is possible to sort the non-charge activities further within each staff identifier list, to achieve this tick a second sort item such as posting date. The posting date will then be displayed under Staff Identifier in the centre of the screen.
Be careful not to sort by too many items, also check the order the report will be sorted by looking at sort order on the right side of the screen.
A good rule to follow is to Sort by the item there are fewest of in the system first, up to the item there are most of in the system last, for example (the number in brackets shows the number of that item registered in the system):
First Sort: Partner (3)
Second Sort: Manager (6)
Third Sort: Client Name (1527)
This will provide you with a sensible report output.
The items selected to sort by have not relation to the information included in the report, this is defined under the Columns tab. You may sort by items that will not be included under the columns (for example, you may want to group non-charge activities by staff partner responsible, but not include the partner column on the report).
On the right of the screen is the Sub-totals by column. Here it is possible to generate a subtotal for any item you have selected on the left of the screen under Within Activity Sort WIP items by. The exceptions to this are the items such as date, because these are unique a subtotal for each would be unnecessary.
Usually a subtotal is not needed by the first item that has been Sorted by, be careful not to Sub-total by more than two items, this could create a confusing report (the system will warn you if this is likely).
If show subtotals only has been selected within the Options section, only the lines containing the subtotal information for the first item you sort by will be included on the report. For example, if Staff Identifier is selected as the first item within the Within Activity sort WIP items by section, job type is selected within the show WIP subtotals by section (this section) , and show subtotals only is selected within the options section, then one line will be included on the report for each staff member showing a subtotal of WIP.
To continue the reporting topic click the Order tab at the top of the screen, and here for the help topic on using the Order tab settings.
Non-charge activity
Non-charge Items report reference
Reporting Overview
Reporting Format
Recommended reports
Memorised reports