Running client reports

You may need to use reports to:

Refer to Running project reports for information on other project reports that might be of interest to client managers.

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

Key reports of interest to client managers

Default report name

Common uses for the report

Template it’s based on

Client Detail

View client details, such as contact and billing information, and track cost and billing totals for all of the client’s projects

Client

Key fields of interest to client managers

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

Field Name

Description

Template it’s available in

Actual Cost

Calculated using this formula:

Sum for all client’s projects (Sum for all resources (hours resource worked * user’s hourly cost rate))

Client, and others

Actual Billing

Excludes expenses. Calculated using this formula:

Sum for all client’s projects (Sum for all resources (hours resource billed * rate resource was billed at))

Client, and others

# of Projects

Shows the number of projects in the system for that client, of any status

Client

FAQs

Are only submitted or approved hours included in hours and expense field values, and in values calculated using those values?

All hours saved in timesheets and expense sheets are included.