The Staff Utilization Report provides a summary of billable and non-billable hours by staff member, helping firms track productivity and efficiency. It details:
- Billable Hours – Time spent on client work that generates revenue.
- Non-Billable Hours – Internal or administrative tasks that do not contribute to revenue.
- Total Hours Worked – The sum of billable and non-billable hours.
- Billable Percentage – The ratio of billable hours to total hours, indicating overall staff efficiency.
Key Use Cases:
Resource Management – Helps managers track how staff members are allocated between billable and non-billable activities, ensuring optimal resource distribution and maximizing billable time.
Performance Evaluation – Allows leadership to assess individual staff performance, identify top contributors, and pinpoint areas where training or workload adjustments may be needed.
This report is a valuable tool for CPA firms and professional service organizations, offering insights into workforce productivity, profitability, and operational efficiency.
1. Navigate to View Reports > Analysis > Staff Utilization
2. Date range filter
3. Export CSV - Export data to a .csv file
4. Detail of staff utilization by user name, billable hours, non-billable hours, total and Billable Percent
5. Click the 'Run Report' button to generate report