To get started reviewing these reports, click Billing on the global navigation bar.
What's in this Article
- Create a Billing Report
Applicable Roles/Permissions/Licenses
- Roles: Admin
- Permissions: Reports
- Licenses: Time & Billing
1. Choose Reports from the slide-in menu.
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 |
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Billing Reports, Contacts Not Assigned (to see all contacts) |
Aged Receivables Detail: displays the specific details by contact |
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Billing Reports, Contacts Not Assigned |
Profitability: shows the total profit for each task in Canopy using Time, Labor Cost, and Amount Billed |
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Billing Reports, Contacts Not Assigned, Team Member Salary
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Revenue by Contact: shows a revenue breakdown by the assigned client |
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Billing Reports, Contacts Not Assigned |
Revenue by Service Item: shows a revenue breakdown by the assigned service item |
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Billing Reports, Contacts Not Assigned |
Revenue by Team Member: shows a revenue breakdown by the assigned team member |
*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 |
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Billing Reports, Contacts Not Assigned |
3. Some reports allow you to show the breakdown according to different time periods. To use a preset time breakdown, click on the preset dropdown menu.
Choose to show a breakdown by week, month, quarter, or year.
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.
- 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.
5. Reports can be exported as a CSV file. To export a report, click the options menu on the applicable report's viewing page.
Click Export CSV.