Reporting

Billing Summary Report

Billing Summary report provides you with information about time reported for different types of work and billable amounts calculated on the basis of assigned billing rates.

This report is only available to managers with the “Manage Cost & Billing Data” permission. Data shown on the report depends on assigned team and scope. For more details, please see Permissions Required to Run a Report section.

There are two forms of Billing Summary reports:

1. 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.

2. 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:

• Approved/Non-Approved Time-Track
  • Show only approved time-track
  • Show both approved and not approved time-track
  • Show only not approved time-track
• Time and Billable Amount Information
  • Spent time only (for billable tasks, non-billable tasks, or both categories)
  • Billable amounts only (calculated for the billable tasks)
  • Both time spent on the billable tasks and billable amounts calculated for them

Billing Summary Report (spent time & billable amounts)

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.

Billing Summary Report (spent time only, summary form)

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

Billing Summary Report Form 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:

Fragment of Billing Summary Report Form 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.

  Note that users can see information only for customers, projects, and tasks assigned to them.

  

  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.

• Report type:
  • 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:
  • Tasks
  • 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.