Consists of two filters: 

1. Include Inactive Staff:

Yes: Include inactive Staff members in the 'Staff' list for selection. 
No: Exclude inactive Staff members in the 'Staff' list for selection. 

2. Staff list for selection. 

NOTE: When you change the selection for Include Inactive Staff (from Yes to No or vice versa), the Staff drop-down list will be updated accordingly.

Consists of two filters:

1. Group By:

Allows users to group the list by:

• None
• Month
• Billing Category

NOTE: The 'Month' option is useful for reviewing monthly contribution of staff members.

2. Expand Row Groups: 

No: When set to 'No', the grouped rows remain collapsed, showing only the group headers. 
Yes: When set to 'Yes', all grouped rows are expanded, displaying all rows within each group. 

NOTE: There are three levels of details within this report: 

• Only display Staff Name, Fees, Adjustments and Contribution (when 'Expand Row Groups' is set to No)
• Further add Transaction No., Matter No., Invoice Status and Invoice Total 
• Further add Billing Description  (when 'Expand Row Groups' is set to Yes)

Allows users to control which invoices are included in the contribution evaluation by selecting from different invoice statuses. 

• Draft Unapproved
• Draft Approved
• Printed Sent (Final)

Displays the following information:

• The staff member who contributed to invoices
• The transaction number of the relevant invoice

Further add Transaction Date., Matter No., Invoice Status, Billing Description and Invoice Total of the relevant invoice.

• Transaction Date: The transaction date of the invoice. 
• Matter No.: The number of the matter the invoice is associated with. 
• Invoice Status: The status of the invoice. 
• Billing Description: The invoice's billing description.
• Invoice Total: The total value of the invoice (including all rofessional fees and disbursements).

NOTE:

• Billing Description is only included when the Invoice row is expanded. 
• Whether the 'Invoice Total' amount is exclusive or inclusive of tax is determined by your 'Inc Tax' settings. 

Adjustments against the Staff members' professional fees, which typically results from invoice adjustment but can also occur due to fee reallocation. This includes adjustments made after the specified period.