Hi Arkadi
Need to bug you one last time.
I seem to be having some issues with creating spaces <br>. This is my current code that "emails" the report that you developed
I would like the text to remain the same, except after this line
"Please find attached your performance dashboard detailing Key Performance Indicators (KPIs)" _
& " FY " & Format(myDate, "mmmm, yyyy") & "." & "<br>" & _
I would like to show this:
Top Section:
1. Billable Hours: Summarizes your billable hours by month for the fiscal year (Jul-Jun) as well as your year to date collections, AR (accounts receivable) and WIP (unbilled time)
2. Non-Billable Hours: Non-billable hours broken down by category
3. Collections by month with a comparison to prior year (variance in $ and %)
Graph Section:
1. Monthly Billable Hours Breakdown - displays timekeeper hours (red line) , office average hours (black line) and highest hours (grey) over the last 2 fiscal years by month
2. Collections, AR and WIP - summary amounts of year to date collections, AR (accounts receivable - billed but not collected) as of report run date and WIP (unbilled time) as of report run date
3. Realization on collections - this graphs details the total slippage (amounts lost) from the value of docketed time to collected time.
a) Fees Worked at Adjusted Rates** - this is your standard billing rate adjusted for any special billing arrangements, flat/fixed fees or other multiplied by hours
b) Rate Discount - additional discounts given due to client arrangements
c) Fees Worked at Matter Rates - matter rate calculated prior to billing
d) Fees Written Up/Down - additional adjustments made
e) Additional Discounts
f) Fees Billed - rate calculated when billing
g) Credits - additional discounts after billing
h) Fees Collected - cash received and posted in the accounting system
i) Total Slippage - total amount of discounts from the value of docketed time to collected time
4. Avg Days to Close Time - displays the average days you close your time versus the firm average (3 days) and your practice group.
Fiscal year: July 1 - June 30
FYTD: Fiscal year to date
PYFYTD: Prior year fiscal year to date
^ this needs to be the body of the email. Can you pls help?
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