What's in this Article
Applicable Roles/Permissions/Licenses
- Roles: Admin
- Permissions: Reports
- Licenses: Time & Billing
Billing reports are designed to show you a detailed breakdown of different billing metrics in Canopy. You can access reports related to time on the Time Reports page located under Time on the global navigation bar. The guide for time reports can be found at Create a Time Report.
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:
Report type: | Column description: | Permissions requirements: |
Aged Receivables Summary: displays a summary of all aged receivables in Canopy |
|
Billing Reports, Contacts Not Assigned (to see all contacts) |
Aged Receivables Detail: displays the specific details by contact |
|
Billing Reports, Contacts Not Assigned |
Profitability: shows the total profit for each task in Canopy using Time, Labor Cost, and Amount Billed |
|
Billing Reports, Contacts Not Assigned, Team Member Salary
|
Revenue by Contact: shows a revenue breakdown by the assigned client |
|
Billing Reports, Contacts Not Assigned |
Revenue by Service Item: shows a revenue breakdown by the assigned service item |
|
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 |
|
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.