Staff reports in Zap Data Hub provide an overview of chargeability, productivity, capacity and write-off/on for staff members across weekly, monthly and yearly periods. Reports are grouped into folders to help you navigate between time periods and report types.
Staff report structure
Weekly reports
The Weekly Reports folder includes the following reports:
Weekly Productivity Report
Weekly Report Publication
Write On/Off Report
The Weekly Productivity Report includes drill-through to write-off/on figures and provides insight into chargeable productivity for a selected week.
Weekly Report Publication automates the distribution of weekly productivity insights to targeted recipients.
📌Note: The Support folder under Weekly Reports contains the custom formulas and calculations used to generate these reports.
Monthly reports
The Monthly Reports folder includes the following reports:
Monthly Report Publication
Month End Productivity Report – Budget v Actual – Firm
Month End Productivity Report – Firm
Monthly Comparison Chart – Budget v Actual ($) – Firm
Monthly Report Pack
Write On/Off Report
These reports provide insights into monthly productivity, capacity, units worked and budget variance for staff members. Drill-through to write-off/on is enabled where applicable.
📌Note: The Monthly Report Pack includes the key monthly productivity and comparison reports and is emailed automatically through Monthly Report Publication.
Yearly reports
The Yearly Reports folder includes the following reports:
YTD Productivity Report – Budget v Actual – Firm
YTD Productivity Report – Firm
YTD Monthly Comparison Chart – Actual to Budget ($) – Firm
These reports provide year-to-date productivity insights, including budget variance, capacity and chargeable units.
📌Note: The Yearly Support folder contains calculated formulas and custom logic used in these reports.
Support folder
The Support folder (across all staff report areas) contains the following:
Calculated members
Named sets
Scheduled events
⚠️Important: All items in this folder should be reviewed if any customisation is required.
Set up staff reports
Log in to Zap Data Hub.
From the Zap Data Hub menu, click Designer.
Open your Personal folder, then from the Folder menu, click Import.
Select Staff Reports.zap, then click Open.
Complete the required fields, then click Next and follow the prompts.
Click Close.
To configure publication rules, open the Yearly, Monthly or Weekly folders and:
Modify the From and Recipients fields.
Update the Email text as required.
From the Home menu, click Save, then click Close.
The staff reports are now ready to use.