Running client reports
You may need to use reports to:
- Track project costs and billing by client
- Monitor progress of client projects
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.
Related links
Setting up a client
Tracking costs and billing for a client
Reviewing the billing status of a client
Billing multiple clients for a project
Allowing a client to approve timesheets before billing
