My Billables Report

Open Reports > Team > My Billables.

Report Overview

The report groups your billable charges by Charge Item in the selected date range. It opens on the current week, Monday to Sunday.

A charge is counted when:

• it is on a billable Task assigned to you, with a Participant
• the charge's date falls in the selected range

Charges on supports (shifts) and direct charges aren't counted, because they aren't on a Task. Charges are counted whether or not they have been invoiced. The report shows quantities only, not dollar amounts. For each charge with its cost, use the My Billable Charges Report if you have access to it.

Report Columns

Charge Item

This is the reference you assigned to the Charge Item

Number

The Line Item number from the price guide

Name

The name of the Charge Item

Quantity

The total quantity billed against this Charge Item in the date range.

Unit

The units related to the Quantity, for example hours or units.

Available Filters

Date Range

Use Date Range to choose the period. Both end dates are included. Presets cover Last and This week, fortnight, month, quarter, year and financial year. The report has no other filters.