Monthly Billing Report

This report produces information regarding billing data summarized by client manager or department and by selected month.
This report produced the following columns:
  • Department
  • Manager
  • Month
  • Worker
  • Contract Manager
  • Department
  • Currency
  • Rate Application Type
  • Milestones
  • Materials
  • Position
  • Days
  • Regular Hrs
  • OT Hrs
  • DT Hrs
  • Exp
  • Sales Tax
  • Tax Type
  • Tax Percentage
  • Tax Amount
  • Adjustment
  • Regular Bill
  • OT Bill
  • DT Bill
  • Total Bill
  • Requisition Custom Fields
Filter Description
DivisionFilter the report output by a configured division. This field is set to 'All' by default.
Cost CenterFilter the report output by a configured cost center. This field is set to 'All' by default.
Date Type From the drop down, select the date type. You can select from the following:
  • None - Do not filter by a date
  • Earnings E/D - Filter by earnings end date

This setting is used in conjunction with From dateand To date fields. You specify a date range based on the end date type.
From dateEnter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To dateEnter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Summarize byFrom the drop down, select how to summarize the output columns in the report.
Select ColumnsSelect the columns to include in the report.
Show Requisition Custom FieldsSelect the check box to include requisition custom fields in the report output. This setting is deselected by default.