Member Billing by Member
What is the Member Billing by Member Report and How is it Used?
The Member Billing by Member Report shows a specific member's billing for a range of months both in hours expended and dollar value for those hours. For each member, you can drill down on many of the columns to get a more detailed view of each value listed. The report can be sorted from low to high or high to low on each of the values.
The report gives a clear picture of an individual member over time, how many hours were ticketed for different types of projects and the value assigned for these hours.
Filters
The report is filtered on (1) all members or a specific member, (2) a date range (You can use the 'Quick set' button to specify a preset date range), and (3) a minimum threshold of month revenue for a member to be included in the report.
Note: Each of the reports can be downloaded in either PDF format or as an Excel/CSV spreadsheet using the icons at the right on the Filters heading . The "+" allows you to store the reports for later download. You can also save the report to use in Recurring Deliveries.
Make sure to press the filter button to save the changes.
Body of Report
The report breaks down the categories of (1) hours ticketed by month, both invoiced and uninvoiced, billable and unbillable, and the total hours for each month, and (2) the value of those hours. See Member Billing by Month for a complete description of the body of the report.

0 Comments
Add your comment