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  2. Link Reporting

Link Reporting

Setting up Link Reporting

  • Editing Scheduled Reports
  • How to View Historical Base Rates in WFM / XPM
  • Importance of Time Settings for Link Reporting
  • Setting up Overhead Mappings
  • Setting up Base Rate Mappings with XPM / WFM
  • Setting up Staff Mappings

Interpreting Team and Individual Performance

  • Revenue vs Invoiced values in Link Reporting
  • Billable Amount (time) in the WIP Movement does not always equal Billable Time in the Team and Individual Performance Reports
  • Why is my Practice Performance report different to Xero?
  • Productivity vs Utilization vs Capacity
  • Job Budgets not Syncing with Link Reporting
  • The Treadmill to Nowhere: Why using fixed staff costs for calculating staff ROI % is a bad idea
See all 10 articles

Understanding your Work In Progress

  • Client Profitability over time: Client Performance vs Client Profitability reports in Link Reporting
  • Variance Between Invoice Totals in Link & XPM
  • What is Work In Progress and why is it important?
  • Calculating and Interpreting WIP Lock Up Days
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