Purpose
To provide a detailed, line-level view of all time entries sitting in Work-In-Progress (WIP) that have not yet been billed. By showing client name, team member, service item, task, subtask, hours, and unbilled revenue, this report creates full transparency into where unbilled work is coming from and enables managers to drill into the exact entries driving WIP balances.
Visualization Type | Table Chart |
Liveboard | Super WIP |
Tab | By Client |
Function | Time & Billing |
Filters | Includes |
Need-to-know Glossary of Terms
Time Entry Billed Date - Date time entry was added/linked to an invoice.
Time Entry Billable Amount (Unbilled Revenue)- Duration of time entry multiplied by rate.
Time Entry is Billable - True if billable, false if not.
Client is Active - True if active, false if not.
Time Entry Hours - Length of time entry.
Time Entry Start Date - Starting timestamp of time entry duration.
Time Entry ID - Backend ID of time entry.
Client Name - Customer Name.
Time Entry User Name - The name of the team member who logged time.
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Task Name - Name of the parent task (project name).
Subtask Name - Name of the subtask belonging to the parent task.
Time Entry Notes - Internal notes added to time entry.
Total Client Billable Amount formula - Calculated by taking the sum of the time entry billable amounts for each client while respecting the filters in the report.
group_aggregate ( sum ( Time Entry Billable Amount ) , { Client Name } , query_filters ( ) )
Report Structure Overview
Time Entry Billed Date filter - Filtered to only include time entries that have not yet been billed
Time Entry is Billable filter - Filtered for time entries that are billable only
Client is Active filter - Filtered to include active clients only
Column - Time Entry ID
Column - Client Name
Column - Time Entry User Name
Column - Time Entry Start Date daily
Column - Service Item Name
Column - Task Name
Column - Subtask Name
Column - Time Entry Hours
Column - Unbilled Revenue
Column - Total Client Unbilled Revenue
Column - Time Entry Notes
Suggested Modifications
Want to see column totals at the bottom of this report?
Navigate to the Configure panel on the right hand side.
Select the Settings tab.
Check the box next to Column Summary under Display.
You can further customize the column total panel by hovering over the total and selecting the ellipses in the corner. From there, select Aggregate and you’ll see a list of options for totals including Total, Averages, Variance, Minimum, and Maximum.
Primary Use Case Scenario
This report is reviewed during weekly meetings to audit unbilled hours and revenue and quickly identify specific clients, tasks, or team members driving high unbilled balances.
Actionable Insights
Partners and billing teams can quickly validate entries before generating invoices and spot incorrectly coded or duplicate time entries that may distort WIP balances.