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Common reports — Billing report

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Availability

unavailable in Birdview PM Lite, Team, Enterprise
available in Birdview PSA Team and Enterprise license plans

Overview

The BI billing report is designed to provide you with detailed billing information that will help you create invoices to bill your customers with or review the internal costs of a project.

It offers a comprehensive insight into financial state of your projects, including flat fee projects and activities, hourly rate activities as well as payments and expenses.

Owing to the Microsoft PBI technology, you can view the data in the report at different levels of granularity: from the most general to the minutely detailed. The report can be exported to PDF at a chosen level of data presentation.  

In this article

  1. Permissions
  2. Report layout
    1. Flat fee projects
    2. Flat fee activities
    3. Hourly rate activities
    4. Payments and expenses
  3. Accessing the report
  4. Exporting the report

Note

Billing Report is a live1 BI report.

Permissions

To access the billing report the following permissions are required:

  • Access billing information.

Report layout

The BI Billing report consists of a number of thematic reports separately placed on the following tabs:

  1. Flat fee projects;
  2. Flat fee activities;
  3. Hourly rate activities;
  4. Payments and expenses. 

Flat fee projects

The flat fee project report pulls data based on specified customer, projects, invoiced or not. 

To generate a flat fee project report on this tab:

  1. Select one or more customers in the Customer filter.
  2. Select all or only the projects you want included in the report.
  3. Select Invoiced to narrow the scope of the report.
  4. To view various levels of data presentation use the data drill controls on the popup toolbar above the grid on the right. See the picture on the right. 

Payroll_report_drill_controls_BV_color.jpg

Number1_BV color.png Drill up;
Number2_BV color.png Drill down;
Number3_BV color.png Next level;
Number4_BV color.png Expand all down one level

Flat fee activities

The flat fee activity report pulls data based on specified customer, projects, activities, invoiced or not.

To generate a flat fee activity report:

  1. Select one or more customers in the Customer filter.
  2. Select all or only the projects you want included in the report.
  3. Select all or only the activities you want included in the report.
  4. Select Invoiced to narrow the scope of the report.
  5. To view various levels of data presentation use the data drill controls on the popup toolbar above the grid on the right. See the picture above.

 

Hourly rate activities

The hourly rate activity report pulls data based on specified customer, projects, activities, invoiced or not.

To generate an hourly rate activity report:

  1. Select one or more customers in the Customer filter.
  2. Select all or only the projects you want included in the report.
  3. Select all or only the activities you want included in the report.
  4. Select Invoiced to narrow the scope of the report.
  5. To view various levels of data presentation use the data drill controls on the popup toolbar above the grid on the right. See the picture above.

Payments and expenses

The payments and expenses report pulls data based on specified customer and project. Both project- and activity-level expenses are retrieved. A separate report for payments and expenses can be run.

To generate a report:

  1. Select one or more customers in the Customer filter.
  2. Select all or only the projects you want included in the report.
  3. Select what, payments and/or expenses, is to be included in the report.
  4. To view various levels of data presentation use the data drill controls on the popup toolbar above the grid on the right. See the picture above.

 

Accessing the report

To access the billing report:

  1. Click through BI dashboards > Common > Billing report.
  2. Click one of the 4 tabs at the bottom of the screen to access the respective thematic report.

 

Note

Flat fee activities without a start date are not included in the report. As are Time entries marked Not billable.

 

Exporting the report

A snapshot of the report (current data presentation) can be exported to PDF.

To export a snapshot:

  1. Set the filters and/or the Drill toolbar to get the right data presentation.
  2. Click Export snapshot to PDF.
  3. The snapshot will be downloaded automatically into your default downloads folder.
 
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