Monthly Billing Summary by Company

This report contains visual line charts for the billable hours and amount for the current and previous year based on the company selection. In addition, it has a breakdown of the timesheet week ending dates for each month.

Executable Formats

This report can be executed in the following formats:

  • HTML
  • Excel
  • PDF (Portable Document Format)
  • RTF (Rich Text Format)
  • CSV (Comma Separated Values)

Accessing the Report

To access the Invoice Detail Register - Timecard:

  1. From the Navigator, select Reporting.
  2. From the fly-out menu, select Reporting & Analytics.
  3. From Reporting & Analytics page, select System Reports in the Folder/Report navigator.
  4. In the System Reports folder, select the Billing folder.
  5. In the Billing folder, single-click on Monthly Billing Summary by Company and click on the Run Selected Report icon to run in HTML or the Export Report icon to export the report. Alternatively, you can right-click on Monthly Billing Summary by Company and select Run Report to run in HTML format or Export As > and then the format. You can also double-click on the report name to run it in HTML format.

Filters

This report has one filter:

  • Company Name: The Company for which you want a monthly billing summary.

You have the following Value options:

For performance purposes the following two items should be noted when using the Values droplist. First, in order to enhance performance, once a value is selected, the droplist only displays those items alphabetically/numerically AFTER the selected item. To see all items again, delete the value (select it and press Delete on your keyboard) and then use the droplist. All items will display. Second, in order to enhance performance, the droplist only displays a set number of records. If the list of possible values is longer than the displayed list, select the name at the bottom of the list as the value. When you next click the droplist, the rest of the items display.

  • Single Value: To select a single value, you can use the drop-list to select a single Company Name.

Report Actions

The first page of the report displays category, sorting and filtering information...as well as the Title of the Report.

The main report displays a graph showing billable hours for each month of the current year and previous year, a graph showing billable amounts for each month of the current and previous year and a table allowing you to drill down to billable hours and amounts by specific date.

Sort Actions

You can sort the report by Timecard Week Ending Date and Company Name by clicking on the appropriate icon on the left side of the report.

The first option sorts the selected column in ascending order (A to Z or 0 to 9) and the seconds sorts the selected column in descending order (Z to A or 9 to 0).

Column Actions

You can remove columns from the report in one of two ways.

First, you can uncheck the box beside the column you want to remove on the left side of the report. Second, you can right-click in the column at the top of the report and select Hide Column.

If you want to re-display the column, you can either check the box for the column (on the left side of the report) or right-click in the column to the left or right of the hidden column on top of the report and selectUnhide column to LeftorUnhide Column to Right(whichever is appropriate).

Chart Actions

You can take the following actions on the Billable Hours and Billable Amount charts. The charts display the number of Billable Hours or the Billable Amount on the Y-axis and the months of the year in the X-axis.

By hovering over areas of the chart, a pop-up window will display details from that area of the chart.

Right-Click Actions

  • Type: This option allows you to change the type of chart displayed. Options are Line Types, Bar Types and Column Types. Once you click on one of the Types, you are given additional options. For example, if you select Line Types, additional options are Line, Spline, Area and Spline Area. Click on the option you want and the type of chart changes instantly. The default is Column.

    • You can also select to use 3D Style or not by clicking the Use 3D Style checkbox. 3D style gives the chart depth. Otherwise, the chart displays in flat 2D.

  • Theme: This option allows you to select from pre-set themes. A theme changes the overall look of the chart (mainly by changing the colors on the chart).

    • One option is Linear Range. This allows you to select a starting and ending color. The chart then displays lines, bars and columns using a range of colors between the starting and ending color.
  • Legend Location: This option allows you to determine where you want the chart's legend located. Options are None (no legend), Right and Bottom. The default is Bottom. Selecting Right places the legend on the right side of the chart.
  • Sort By: This option allows you to select how items in the chart are sorted. Select Report Order to follow the order of information on the underlying report (in either ascending or descending order). Select Data Labels to sort the chart by the data labels (in either ascending or descending order).
  • Invert Data: Selecting invert data changes the position of the data listed on the x-axis and the legend. In effect, the legend becomes the data on the x-axis and the data on the x-axis becomes the legend. Clicking Invert Data again places the chart back to its normal data presentation.

Tabular Report Actions

The Tabular report displays the Billable Hours and Bill Amount totals for 2015 and 2016. You can click on the month to display detail for the month by specific date.

Right-clicking on a column header displays rich-text format controls allowing you to change the font, size, color and style of the selected text. You can also select to wrap text if it goes beyond the width of the cell borders.

Right-clicking on a cell in the table selects the data column as a whole. You can use the pop-up controls to change the font, size, color and style of the selected text (including word wrapping). You can also use the top drop-list to select the cells to which you would like to apply the new format. For example, you might want to highlight Order totals above 50. In this case, right-click on a cell that displays "50" in the Orders column, select how you want to present numbers in the list that are greater than 50 (e.g., bold, larger font, green color) and select "Apply to greater values" from the droplist. This causes all numbers in the column that are greater than 50 to use the new format (e.g., bold, larger font, green color).

The following options are available from the top droplist:

  • Apply to all: This applies any formatting changes to all rows in the selected table column.
  • Apply to equal values: This applies any formatting changes to only those rows in the selected table column that match the data in the selected cell.
  • Apply to unequal values: This applies any formatting changes to only those rows in the selected table column that do not match the data in the selected cell.
  • Apply to greater values: This applies any formatting changes to only those rows in the selected table column that are greater than the amount in the selected cell.
  • Apply to greater than or equal values: This applies any formatting changes to only those rows in the selected table column that are greater than or equal to the amount in the select cell.
  • Apply to lesser values: This applies any formatting changes to only those rows in the selected table column that are less than the amount in the selected cell.
  • Apply to less than or equal values: This applies any formatting changes to only those rows in the selected table column that are less than or equal to the amount in the select cell.

Toolbar Actions

The toolbar allows you to perform the following actions:

  • Clear Options: Clicking this icon allows you to undo changes you have made to the report. Once you click the icon, the following options display:

  • Clear All: This clears all changes you made to the report including sorting changes, column changes and styling changes. It basically reverts the report back to way it was originally presented.

  • Clear Styling Changes: This clears only styling changes. Styling changes include changes made to the report itself (e.g. changing the font, bolding or italicizing a cell, etc.). It does not impact sorting or column changes.

  • Clear Column Changes: This clears only column changes. Column changes include hiding columns. It does not affect sorting or styling changes.

  • Save Changes: This option saves the changes you made to the report. Since this report is a system-delivered report, you may not save changes to the report itself. However, you can save your changes as a user report. When saved as a User Report, the changes you made (hiding columns, changing sort order, changing styling) will only be seen when your user executes the report. Everyone else will see the report as it was originally designed. When you click on the icon, the following options display:

  • Save Changes as User Report: This saves your changes as a user report.

  • Delete User Report: This is only active if you have a User Report associated with the displayed report. If so, this option allows you to remove your User Report. This will cause you to lose all changes you have made and the next time you run the report, it will display as it was originally designed.

  • Execute Selected Report: This executes the report, with all changes included, in the format displayed. For example, if you click the Excel icon, the report will execute in Excel format. If you want to select a different format, use the droplist to select from:

    • : Excel

    • : PDF (Portable Document Format)

    • : RTF (Rich Text Format)

    • : CSV (Comma Separated Values)

    Once you select one of the above options, you will have the option to open or save the newly formatted table. Make your selection and click OK.

  • Page locator and Find field

    The page locator allows you to quickly move through the pages of the report. The first icon moves to the first page of the report. The second icon moves to the previous page of the report. The third icon moves to the next page of the report and the last icon moves to the final page of the report. The field displays the page number you are on and the second number (after the slash) shows the total number of pages in the report. You can type a page number in the field to move directly to that page.

    The Find field allows you to quickly find information in the table. Type in all or a portion of a word or number in either the Column headers or the rows and all instances of it are highlighted in the table with the first instance selected. The up and down arrows allow you to move to the previous (up arrow) or next (down arrow) instance of the data you are trying to Find. This is helpful if the table contains a lot of data and you want to quickly move to a specific name or number in the table.