Team Billables Export

Finding the Team Billables Export

Open Exports, select Create Export, then select Team Billables.

You need the Access Exports Module permission. The export downloads as an Excel workbook (.xlsx).

Configuring the Export

From

The start of the date range you'd like to export for.

To

The end of the date range you'd like to export for.

Select a Team Member

Select a Team Member to limit the export to that person. This selection is optional.

Select Teams

Select one or more Teams to limit the export to their members. This selection is optional.

Select Regions

Where Regions are enabled and you can view all Regions, select one or more Regions to limit the export by the Team Member's Region. Select Unassigned to include Team Members with no Region.

Creating the Export

After setting the date range, select Create Export.

Downloading the Export

When the export is ready it will appear on the Exports page where you can click on Download to save it to your device.

Exported Fields

• The Excel workbook includes:
  • Start Date
  • End Date
  • Team Member
  • Charge Item
  • Charge Item Number
  • Charge Item Name
  • Charge Item Quantity
  • Charge Item Unit
  • Unit Cost
  • Total Cost

The export includes billable Tasks associated with a Participant and groups their Charges by Team Member and Charge Item. A separate row is produced for each unit cost when costs are included.

Unit Cost is the saved Charge price where available, with the Charge Item's current price used as a fallback. Total Cost is the sum of the stored Charge totals for the group, with quantity, price and ratio used as a fallback when a stored total is unavailable. This means Total Cost does not always equal the displayed quantity multiplied by Unit Cost when ratios apply.