How to view client monthly time & revenue reports

This monthly view of earned revenue, compared to time spent, gives you insight into how profitable your agency is in servicing each client. 

Steps: 

1. Navigate to ACCOUNTING > General Ledger > General Ledger Reports.
2. Click Client Profitability Reports. 
3. Click Client Monthy Time & Revenue Report.
4. Define the following parameters 
   
   
   

   Field	Description
   From Accounting Year	Enter or select the from accounting year.
   From Accounting Month	Enter or select the from accounting month.
   To Accounting Year	Enter or select the from accounting year.
   To Accounting Month	Enter or select the to accounting month
   Report Format	Choose between the two reporting format options Summary - This version shows client totals.  Detail - This version is broken out by job (or master job if specified)
   Exclude Active Jobs?	Check if you wish to exclude active jobs.
   Include Unposted Time?	Check if you wish to include unposted time.
   Job No.	Enter a job number - optional
   Include Sub Jobs?	Check if you wish to include sub-jobs.
   Report by Master Job?	Check if you wish to report by master jobs.
   Report by Client or Master Client	Choose between the two options By Client  By Master Client
   Client Display	Choose the client option you wish to display  Client  Reporting Client  Industry
   Time Display	Choose a specific time display to compare against revenue earned for the client Total Hours - Shows the total number of hours recorded against the client by month.  Billable Hours - Shows the number of billable hours recorded against the client by month. Total Hours @ Billable Rate - Shows the billable value of total hours recorded against the client by month.  Billable Hours @ Billable Rate - Shows the billable value of billable hours recorded against the client by month. Total Hours @ Cost Rate - Shows the cost value of total hours recorded against the client by month.
   Currencies	Choose between the two currency options Use Office Home Currencies Convert to Selected Currency

5. Click EXCEL, EXPORT, or PREVIEW to view the report.