Fee Allocation Report

This article describes the fee allocation report. 

The Fee Allocation Report displays payments and their timekeeper allocations from a specified date range. This is the most useful "KPI" (Key Performance Indicator") report in Actionstep. To see the value of collected fees by each fee earner. 

NOTE: This report currently only reports on "paid" or "collected" fees by fee earner not "billed" or "invoiced". Please raise a product feature request with our support team if you would like "billed" / "invoiced" to be an option when running this report. 

Fee allocation is reflected in the bill on the 'Fee Allocation' tab.

When a payment is received, the fee allocation amount is attributed to the designated fee earner(s). The fee allocation figures on the report reflect the allocations from bill-payment client receipts.

This is displayed on the fee allocation report as below. 

Accessing the fee allocation report

The fee allocation report is located in Reports > Billing Reports.

Report Configuration Options

The Fee Allocation Report has Basic and Advanced configuration options to control and filter the display of information on the report. 

Basic filters

Basic

Description

Period

Provides options for a range of dates. This will control which items are used in the report figures. The only payments that will be considered on the report are payments dated between the first and second selected dates. There are multiple default options for date ranges which can be selected in the Period dropdown. Custom period Uses the date picker fields to define the start and end dates of the included report items. Month to date From the beginning of the current month to today's date. Last month From the first to last day of the previous month. This calendar year From January 1st to December 31st of the current year. This calendar year to date From January 1st to the current date. Last calendar year From January 1st to December 31st of the previous year. Last calendar year to date From January 1st of the previous year to the current month and day of last year. This financial year From the financial year start date for your system to one year after. This financial year to date From the financial start date for your system to the current date. Last financial year From the financial start date for your system for last year one year after. Last financial year to date From the financial start date for your system for last year to the current month and day of the year on which that financial year ends. Everything to date Everything in the system to the current date. Everything Everything, including future-dated items, in your system.

Advanced Tab

The filters will filter down the results of the report. The filters chosen will mean that any result that does not meet those filters will be excluded. 

TIP: The filters will combine. For example, if you filter by the Matter Type 'Conveyancing' and Allocated to 'Brian Jones', only matters that are Conveyancing matters that are assigned to Brian will show. 

Filters	Description
Responsible lawyer	Filters report to only show information for matters where the selected user is the responsible lawyer. Multiple responsible lawyers can be selected.
Client	Filters report to only show information for matters where the selected contact is the client. Multiple clients can be selected.
Matter	Filters the report to only display information from the selected matter(s).
Matter type	Filters report to only show information for matters of the selected type(s).
Invoice Number(s)	Allows a specific invoice to be designated for report information. Only information from the selected invoice will be included in the report results.
Allocated to	Allows a specific allocation recipient to be designated for report information. Only information from the selected allocation recipient will be included in the report results.

Layout options

The Layout options set how the report will display the information within it. 

Option	Description
Show detail	Controls the display of specific payment and allocation details. Without the 'Show detail' toggle set to 'On,' only summary tables can be displayed.
Show matter type summary	When this option is selected, a table is displayed that sums fees, expenses, and totals per matter type.
Show responsible lawyer summary	When this option is selected, a table is displayed that sums fees, expenses, and totals per responsible lawyer.
Show allocated to summary	When this option is selected, a table is displayed that sums fees, expenses, and totals per fee earner (based on fee allocation).
Show client summary	When this option is selected, a table is displayed that sums fees, expenses, and totals per client.
Group by detail	This option allows the detailed tables can be grouped by the following: Allocated to A table is displayed for each fee earner. Payment date A table is displayed for each date in the designated Period. Payment (default) A table is displayed for each deposit. Matter A table is displayed for each matter. Matter type A table is displayed for each matter type. Responsible lawyer A table is displayed for each responsible lawyer.

 

Output

Option	Description
On screen (HTML)	This option displays the report results on your current screen
PDF	This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen.
MS Excel	This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.
Save XLSX file to a matter	After you have selected to run the report in MS Excel you can choose to save the XLSX file directly to a matter using this button.
Save PDF file to a matter	After you have selected to run the report in PDF you can choose to save the PDF directly to a matter using this button.  TIP: Sometimes the PDF viewer will display over this option on your screen, to see the option to save to a matter close the preview screen.