Performance Report

Use Reports > Performance to request a spreadsheet covering billing, time, targets and workload for the selected users. The report is created in the background and emailed to the account that requested it, as an Excel .xlsx attachment.

The Performance menu entry is shown for fee earners and administrators. If it is missing, ask an administrator to check your user setup.

Request a report

1. Check that your email address is correct in Account Details.
2. Open Reports > Performance.
3. Set From and To to the period you want to review, with the earlier date first.
4. Choose User. A non-administrator who is marked as a fee earner is offered their own record. Administrators also have All Fee Earners and All Active Users choices.
5. Click Run Report and read the result message.

There is no immediate download on this page. Report generation and email delivery happen after submission. If the email does not arrive, check your account address and spam folder, then contact support with the requested dates and user selection. Avoid repeatedly requesting the same report while waiting.

Understand the spreadsheet

Each selected user has a row. The columns include:

• Invoices in Period: net invoice-line amounts for invoiced stages whose main owner is that user, selected by invoice date. This includes draft invoices and excludes VAT, payments received, standalone manual lines and expense lines.
• Minimum Monthly Target, Monthly Target, Minimum Yearly Target and Yearly Target: the saved values from the user's record.
• Time Recorded in Period and Sickness in Period: recorded time and sickness for the chosen period.
• Leave Remaining: the user's current remaining allowance.
• Active Projects, Current Forecast and Current Workflow: the user's current project and stage workload figures.
• Open Enquiries, Issued/Draft Quotes and Issued/Draft Quote Value: current enquiry and quote figures.

The date range applies to the period-based columns. Current workload, remaining leave and saved targets are not a reconstruction of what those values were at the end of an earlier reporting period. For example, running a report for last month still shows today's current forecast.

Targets are the values saved under Setup > Users. They are not automatically prorated to the number of days in the selected range. The report includes a totals row for its summed columns; use the individual user rows when checking which work contributed to a figure.

For a detailed breakdown of recorded time, use User Time Recording Report. For individual invoices and payments, use Invoices Report.