Only users who have the 'Generate Cost & Billing Reports' permission may generate Billing Summary reports. Note that the users who do not have this permission will not see the reporting interfaces at all.
Billing Summary report provides you with information about time expenses reported for different types of work and billable amounts calculated on the basis of assigned billing rates.
This report is available in the actiTIME interface only when 'Types of Work' feature is turned ON (see section Turn Features On / Off).
When 'Types of Work' feature is turned ON, but 'Hourly Billing Rates, Invoices & P/L Report' feature is turned OFF, the report does not include information on calculated billable amounts.
There are two forms of Billing Summary reports:
Count all time reported within a date range
A Billing Summary report of this type is based on the number of hours spent on the tasks (including incomplete tasks) within the specified date range.
Count only time reported for tasks completed within a date range
A Billing Summary report of this type is based on the overall number of hours (starting from task creation) spent on the tasks that were completed within the specified date range (according to their completion dates).
For both report types you can choose which information to show in the report:
- Show both approved and not approved time-track
- Show only approved time-track
- Show only not approved time-track
Please note that you can later on configure time-track status right in the generated report:
Time and Billable Amount Information:
Spent time only
Billing Summary Report (spent time only)
- for billable tasks
- for non-billable tasks
- for billable and non-billable tasks etc.
Billable amounts only (calculated for the billable tasks)Billing Summary Report (billable amounts only)
Both time spent on the billable tasks and billable amounts calculated for themBilling Summary Report (spent time & billable amounts only)
Up to 2 levels of data grouping and a Details option are available in the Billing Summary report.
actiTIME automatically calculates subtotals when grouping report records.
Billing Summary reports may be generated in the detailed or summary forms. This can be configured in the Data grouping section by selecting or deselecting the ‘Hide Details’ option.
In the detailed form, the report contains information about the tasks and/or time-track comments.
In the summary form, the information about the tasks and time-track comments is hidden and the report presents only summary records for the selected grouping options.
The following filters are available for the Billing Summary report:
- Date range
Customer and project - you can create a report for
- all projects of all customers
- all active projects of all active customers
- one or several selected customers and/or projects
Billing Summary Report Parameters
when 'Hourly Billing Rates, Invoices & P/L Report' feature is turned ON
When 'Hourly Billing Rates, Invoices & P/L Report' feature is turned OFF, the report does not include information on calculated billable amounts:
when 'Hourly Billing Rates, Invoices & P/L Report' feature is turned OFF
Parameters of Billing Summary Report include:
Customers and projects to generate the report for
To see archived customers and projects in the customers and projects selector, set the 'Show archived customers and projects...' checkbox above the list of customers and projects.Customers and Projects Selector
If you select a customer when option 'Show archived customers and projects...' is not selected, archived projects of this customer will not be shown in the report.
- Count all time reported within a date range
- Count only time reported for tasks completed within a date range
Data grouping options
Information to show on the details level:
- Time-track comments
- Tasks and time-track comments
Information on time-track status:
- Both approved and not approved time-track
- Only approved time-track
- Only not approved time-track
Time and Billable Amount Information:
- Show spent time (for billable tasks, for non-billable tasks, or for both billable and non-billable tasks)
- Show billable amounts
- Show spent time & billable amounts
Time format to be used in the HTML report - either decimal format (##.##) or hours/minutes format (HH:MM).
This option is not applicable to the reports in CSV format. Reports in the CSV format always use decimal format for time-track data.
Date range - you can use one of pre-defined date ranges or configure a custom date range.