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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.
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:
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.
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:
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:
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:
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.
This option is not applicable to the reports in CSV format. Reports in the CSV format always use decimal format for time-track data.