Report targets

What a target is

A target is a figure the firm aims for, from a day: fees billed in a quarter, hours recorded in a month, matters opened in a year. Every report that shows the same figure reads it against the target in force, so a partner sees how far the firm is from where it meant to be. The register is under Settings, Time & billing, Report targets.

Targets are not the same as the hours each fee earner is expected to record, which are kept under Time recording, Targets (see Time approvals and targets), or a matter's own budget (see Matter budgets).

Set a target

Choose Set a target and give:

1. The Figure, any figure from the reports' definitions, such as fees billed or collected.
2. For: The firm, A department, An office, A practice area or A person, and then which one.
3. The Target. The field says what it is counted in: money in the firm's base currency, hours, a count, days, or a percentage such as 85.5.
4. Over: A month, A quarter or A year.
5. From, the day the target takes effect, and an optional Note, such as "Agreed at the partners' meeting".

The register lists each target with its figure, who it is for, the target, its span and the day it began. Open a row's menu to Change its amount, span, day or note, or to Delete it.

A change never rewrites the past

A newer target for the same figure and the same subject takes over from its day. A report for an earlier period still reads against the target that was in force then. To change what the firm aims for from now on, set a new target with a later From day rather than overwriting the old one.

You see the register if you may read reports, and you need the right to keep report targets to set, change or delete one.