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Create a Billing Report

Billing reports are designed to show you a detailed breakdown of different billing metrics in Canopy. You can access time-related reports on the Time Reports page located under Time on the global navigation bar. The guide for time reports can be found in the Create a Time Report article.‍

Create a Billing Report

2. Select a relevant report. Report options are as follows:

Report type:	Column description:	Permissions requirements:
Aged Receivables Summary: displays a summary of all aged receivables in Canopy	Client: the customer Current: balance owed in the current month Aging Schedule: how many days an invoice is past due Total: all outstanding invoices and credits	Billing Reports, Clients Not Assigned (to see all contacts)
Aged Receivables Detail: displays the specific details by contact	Invoice #: unique record number Invoice Date: date the invoice was created Due Date: the date the invoice is due Terms: date by which the invoice should be paid Current: balance owed in the current month Aging Schedule: how many days an invoice is past due Total: all outstanding invoices and credits	Billing Reports, Clients Not Assigned
Profitability: shows the total profit for each task in Canopy using Time, Labor Cost, and Amount Billed	Group: by Contact or Service Item Time Tracked By: the team member who tracked hours for the contact Total Hours: total hours tracked Billed Hours: hours that have been added to an invoice Billable Amount: calculated by multiplying the rate by the duration of the time entries Adjusted Amount: calculated by taking the billed amount less the billable amount Billed Amount: the amount that has been billed to the customer (For the most accurate reporting, ensure that time entries are linked to invoices.) Labor Cost: team member's hourly rate multiplied by the hours tracked Balance: amount owed by a customer	Billing Reports, Clients Not Assigned, Team Member Salary
Revenue by Client: shows a revenue breakdown by the assigned client	Client: the customer Date Range: revenue accrued between the chosen dates Total: total revenue from the chosen period	Billing Reports, Clients Not Assigned
Revenue by Service Item: shows a revenue breakdown by the assigned service item	Service Item: services for which the firm charges customers Date Range: revenue accrued between the chosen dates Total: total revenue from the chosen period	Billing Reports, Clients Not Assigned
Revenue by Team Member: shows a revenue breakdown by the assigned team member	Team Member: employee tracked Date Range: revenue accrued between the chosen dates Total: total revenue from the chosen period Billed service items associated with billed time entries will be included in this report. Billed service items not* associated with billed time entries will not be included.	Billing Reports, Contacts Not Assigned
Utilization by Team Member: displays billable hours, adjustments, and utilization by team member	Team Member: employee tracked Total Hours: total hours tracked by team member Billable Hours: sum of total billable hours tracked by team members for the selected date range Billable Amount: calculated by multiplying the rate by the duration of the time entries Adjusted Hours: calculated by taking the billed hours less the billable hours Adjusted Amount: calculated by taking the billed amount less the billable amount Discounts: calculation of any discounts that can be attributed to a team member Total Adjustments: calculated by adding ‘Adjusted amount’ and ‘Discounts’ Billed Amount: the amount that's billed to the client (For the most accurate reporting, ensure that time entries are linked to invoices.) Effective Rate: calculated by taking the amount in ‘Billed Amount’ and dividing it by the ‘Billable hours’ Percent Invoiced: calculated by taking the ‘Billed Amount’ and dividing by the ‘Billable Amount’	Billing Reports, Contacts Not Assigned

Choose to show a breakdown by week, month, quarter, or year.

Choose one of the quick toggles on the left side of the dropdown menu, or utilize the calendar to select a specific date range.
After selecting the necessary custom date range, click Apply.

Click Export CSV.

Create a Billing Report

1. Click Billing on the global navigation bar and choose Reports from the slide-in menu.

2. Select a relevant report. Report options are as follows:

5. Reports can be exported as a CSV file. To export a report, click the options menu on the applicable report's viewing page.

Create a Billing Report

1. Click Billing on the global navigation bar and choose Reports from the slide-in menu.

2. Select a relevant report. Report options are as follows:

3. Some reports show the breakdown according to different periods of time. To use a preset time breakdown, click on the preset dropdown menu.

4. Some reports can also be broken down into a custom date range. To select a custom date range, click on the date dropdown menu.

5. Reports can be exported as a CSV file. To export a report, click the options menu on the applicable report's viewing page.