A: These Reports Should Not Be Used for Reconciliation

The Time Recorded column in the Performance Reports reflects the total value of tiem finalised during the reporting period, whereas the Time Entries report is based on entry dates. Due to these fundamental differences, these reports are not suitable for direct reconciliation.

Key Reasons for Discrepancies

1. Event Date vs Entry Date: Performance Reports track data based on the event date (for example, finalisation or unfinalisation), while the Time Entries report uses the entry date.
2. Unfinalised Items: Unfinalising an item reduces the Time Recorded value during the period the change occurs, even if the item was originally finalised outside the reporting period.

Impact

• Unfinalising an older entry during the reporting period will reduce the Time Recorded value, causing discrepancies versus the Time Entries report, which remains tied to the item’s original entry date.
• Figures can also be affected by refinalising an entry within the reporting period, inflating the Time Recorded value.

Conclusion

Given these differences, the Time Entries and Performance Reports should not be directly compared for reconciliation purposes.

Reports Affected

Discrepancies are commonly observed in the following Performance Reports:

• Fee Analysis Pivot
• Fee Earner Performance
• Fee Earner Snapshot