Running billing reports

You may need to use reports to:

For information on using reports, refer to the reports topics.

Key reports of interest to billing managers

Default report name	Common uses for the report	Template it’s based on
Invoice Details	View billable amounts by invoice status and track invoice details	Invoice Details
Client Detail (1)	Track hours and billable amounts by client	Client
Timesheet Hours by Day	View details of hours logged against projects	Timesheet Day
Expense Details	Track project expenses, including the expense type and user	Expense

For information on what fields are available in each report, refer to the Replicon Reports Field Matrix.

Field name	Description	Template it's available on
Not Invoiced Timesheet Amount (BC)	Billable amounts that are approved but not included on an invoice. Amounts are in the system’s base currency.	Invoice Details
Invoiced Timesheet Amount (BC)	Billable amounts that are included on an invoice (includes open, billed, and paid amounts)	Invoice Details
Open Timesheet Amount (BC)	Billable amounts from invoices that are still in progress	Invoice Details
Billed Timesheet Amount (BC)	Billable amounts from invoices that are finalized and have been sent to the client	Invoice Details
Paid Timesheet Amount (BC)	Billable amounts that have been paid by the client	Invoice Details

(1) There is no default invoicing report. To report on invoices, create a new report using the Invoice Details template.