Billing Analysis report

You can show detailed information or group by client, engagement, activity, or staff information.
If you're licensed for the Project Management module, you can also show detail or group by project and task information.
If you're licensed for the Client Management module, you can also group by client retention information.

Information on the report

ID, Name / Description:
ID and names of items you've selected for grouping and the detail level of the report.
Hrs/Units (A):
Total billable time and expense hours and units of items billed in the specified date range.
Amount (B):
Total standard number of items billed in the specified date range.
Adjusted (C):
Total billing adjustment (write-ups and write-downs) of items billed in the specified date range.
Billed Amt (D=B+C):
Total amount for which the items included in column B were billed.
Original Rate (B/A):
Average standard rate of items included in column B. Calculated by dividing the standard amount by the hours and units.
Actual Rate (D/A):
Average billed rate of the items included in column B. Calculated by dividing the billed amount by the hours and units.
Real % (D/B):
Realization percentage calculated by dividing the actual rate by the original rate.
Progress Bill Amt (E):
Total outstanding progress bills.
Total Billed (F=D+E):
Total of billed amount plus progress bills.
Direct Cost (G):
Total cost based on staff cost rates of the items included in column B.
Margin (F-G):
Profit on the items billed in column B. Calculated by subtracting the cost from yhe total billed.
% Tot:
Percentage the margin on this row represents of the report total.