Team Billables Report

You can find the Team Billables report by navigating to the Reports page in Astalty and clicking Team Billables under the Team heading.

Report Overview

This report gives you a breakdown of your team's billable charges, grouped by Charge Item, within the selected date range. The date range defaults to the current week, Monday to Sunday. It shows a whole-of-team summary as well as a separate breakdown for each team member.

A charge is counted when:

• it is on a billable Task with a Participant, and is credited to the user the Task is assigned to
• 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 a breakdown of your team's billable and unbillable time rather than charges, see the Team Billable Hours Report. To review only your own charges, see My Billables. For each charge with its cost, use the Billable Charges Report.

Report Sections

Summary

A summary of your team's billable charges across the whole team, grouped by Charge Item and sorted by Line Item number, for the selected date range.

Billables per Team Member

The same breakdown grouped by Charge Item, shown separately for each user who has charges in the range. Users with no charges in the range aren't listed.

Report Columns

Both sections use the same columns:

• Charge Item: 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: select the dates you'd like to view data for. Both end dates are included, and the presets cover Last and This periods.
• Region: filter the data by Region, based on the Regions the user is in. Choose Unassigned to see users who aren't in any Region. This filter only appears when Regions are enabled for your organisation.
• Team: filter the data by user Teams. This filter only appears when Teams are enabled for your organisation.