FAQ: Why don't the Work Item Listing and Performance Reports match?

A: These Reports Should Not Be Used for Reconciliation 

The 'Work Recorded' column in the Performance Reports reflects the total value of work items finalised during the reporting period, whereas the Work Item Listing 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 (e.g., finalisation or unfinalisation), while the Work Item Listing uses the entry date.

2. Unfinalised Items: Unfinalising an item reduces the 'Work 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 'Work Recorded' value, causing discrepancies versus the Work Item Listing, 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 'Work Recorded' value 

Conclusion:
Given these differences, the Work Item Listing 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