Billing Summary Report

Section Contents

• Report Description
• Billing Summary Report Parameters
• Report Examples

Report Description

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

There are two types 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. The available options are:

• Spent time only

  • for billable tasks
  • for non-billable tasks
  • for billable and non-billable tasks
  
  Billing Summary Report (spent time only)

• 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 them

  
  Billing Summary Report (spent time & billable amounts only)

Billing Summary report supports up to 2 levels of data grouping. The available grouping options are:

• by customers
• by projects
• by projects having the same names (by project names)
• by tasks having the same names (by task names)

  Grouping by task names allows to generate reports on "generic" tasks, i.e. typical tasks with same names that are created in a number of projects.

• by users
• by dates

For example:

• First group results by customer, then group by project
• First group results by date, then group by customer
• First group results by date, then group by project
• First group results by project, then group by date
• First group results by user, then group by customer
• etc.

The second grouping level is optional.

Billing Summary reports may be generated in the detailed or summary forms. 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

Only users who have the 'Generate Cost & Billing Reports' access right may generate Billing Summary reports. Note that the users who do not have this right will not see the reporting interfaces at all.

Billing Summary Report Parameters

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.

• Report type - one of

  • 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 - one of

  • Tasks
  • Time-track comments
  • Tasks and time-track comments

• Information to show in the report - one of

  • 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.

Initially, just after your login to actiTIME, the report parameters are pre-set to the following options:

• Report type: By time reported for a date range
• Information to show in the report: Billable amounts only
• Data grouping: Customers by projects; hide tasks (summary form)
• Time format: as configured in the general system settings
• Date range: Current month
• Customers and projects: All active projects of all active customers