What this feature does and when to use it
The Billing and Revenue Report helps you track key financial metrics related to contract staffing and understand your overall billing and profitability.
Use this report when:
You want to track Billable Hours and Payable Hours based on approved timesheets.
You need to review Billable Amount, Payable Amount, Gross Profit, and Margin Percentage.
You want to analyze billing and profitability for specific Companies, Jobs, or Contractors.
You want to export report data or charts for further analysis.
Note: The report includes data from approved timesheets within the selected date range. All amounts are displayed in the account currency.
Permissions:
Report access follows your existing permissions for Companies, Jobs, Contractors, and Timesheets. Users can only select and view records permitted by their existing access levels, including Owned Only or Team Only permissions. A dedicated permission for the report is also available under Reports in Roles & Permissions.
Generate and Analyze the Billing and Revenue Report
1. Navigate to the Reports section from the left-hand navigation menu and open the Billing and Revenue Report.
2. Use the Report Based On dropdown to choose how you want to analyze the report.
You can select: Overall, Company, Job, Contractor.
When selecting Company, Job, or Contractor, choose the specific records you want to include in the report.
3. Open the KPIs dropdown and select the metrics you want to analyze: Total Billable & Payable Hours, Total Billable Amount, Total Payable Amount, Gross Profit, and Margin Percentage. The Total Billable & Payable Hours KPI is calculated using approved billable and payable hours.
Gross Profit is calculated as: Billable Amount − Payable Amount.
4. Choose the required date range from the dropdown. You can select a predefined date range or specify a custom date range to analyze billing and revenue for a specific period.
5. Click Generate Report to run the report. If you want to save the same configuration for future use, click Save & Generate Report. Once generated, the report displays the selected KPIs along with a chart and detailed table.
View the Report
Once the report is generated, it displays key metrics for the selected Company, Job, or Contractor, including: Total Billable Amount, Total Payable Amount, Gross Profit, Margin Percentage.
The charts vary based on the selected KPI. The Overall report also includes monthly revenue and margin trends and current-year vs. previous-year comparisons where applicable.
The overall report provides an account-level view of billing and profitability.
The summary table below the charts can be expanded for applicable report types to view the records contributing to the reported billing and profitability figures. This expansion is available only for reports generated based on Company and Job. Report data can be exported for further analysis.
Click any chart bar to view the related Timesheet records, where you can use available filters, search, export, column customization, and other Timesheet actions.
Export the Report
You can export the Billing and Revenue Report in multiple ways:
Click Export Report to CSV to download the detailed report data in CSV format.
Use the Export option on the chart to download the chart as an image in PNG, JPG, or SVG format.
Additionally, when viewing the related Timesheet listing, you can use the standard Export option to download the Timesheet data for further analysis.
This allows you to use the report data for further analysis or share the visual representation of your billing and revenue performance.
Important Notes
Approved Timesheets:
The report includes data from approved timesheets within the selected date range. Timesheets that have not been approved are not included in the report.
Account Currency:
All financial amounts are shown in the account currency. If a Timesheet uses a different currency, its financial values are converted to the account currency when the Timesheet is approved, using the exchange rate available at that time. Pay Amount, Bill Amount, and Gross Profit are then stored in the account currency. Until approval, these values appear as Not Available. Future exchange-rate changes do not affect the stored historical values.
Report Types:
You can generate the report based on Overall, Company, Job, or Contractor, allowing you to analyze billing and profitability at different levels depending on your reporting needs.
Timesheets Spanning Multiple Periods:
If a Timesheet overlaps with the selected reporting period, the entire Timesheet is included in the report, including its hours, billable amount, payable amount, and gross profit.
Conclusion:
The Billing and Revenue Report gives you a clear view of your billing and profitability based on approved timesheets, helping you analyze performance across Companies, Jobs, and Contractors over a selected period.