Billable Details Report

Description:

This report displays billable amounts for each selected job.  For every job, each employee's total hours worked is multiplied by the hourly rate defined in that job's Billable Amounts section.

Report Criteria:

The Report Criteria screen opens when you click on the report name from the main "Reports" section of the software.  This screen is where you tell the system what data you would like it to report on.

• The Job Tracking field allows you to select a different report from the drop-down menu.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• The Employees field allows you to select which employees will be included in this report.  Click on the down arrow icon located to the right of the Show Employees header to select employees.

1. To view employees from a specific department only, select the desired department from the Department drop-down menu.

2. All of your employees are listed in the Unused Employees box.  The Viewed Employees box lists the employees that will be reported on.  Select the desired employees from the Unused Employees box and click on the [>>] icon to assign them to the report.   The selected employee names are moved to the Viewed Employees box.  If you leave the Viewed Employees box empty, the report will display all employees.
   Note:  The Viewed Employees box is empty by default, thus including all employees in the report.

3. To unassign employees from a report, select the desired employee names in the Viewed Employees box and click on the [<<] icon.  The selected employees are moved to the Unused Employees box.

• The Job field allows you to select which jobs will be included in this report.  By default all jobs are included.  Click on the down arrow icon located to the right of the Show Jobs header to select specific jobs.

1. All of your jobs are listed in the Unused Jobs box.  The Viewed Jobs box lists the jobs that will be reported on.  Select the desired jobs from the Unused Jobs box and click on the [>>] icon to assign them to the report.  The selected job profile names are moved to the Viewed Jobs box.

2. To unassign jobs from a report, select the desired job names in the Viewed Jobs box and click on the [<<] icon.  The selected jobs are moved to the Unused Jobs box.
   Note: If you leave the Viewed Jobs box empty, the report will display all job profiles.

• The Task field allows you to select which tasks will be included in this report.  By default all tasks are included.  Click on the down arrow icon located to the right of the Show Tasks header to select specific tasks.

1. All of your tasks are listed in the Unused Tasks box.  The Viewed Tasks box lists the tasks that will be reported on.  Select the desired tasks from the Unused Tasks box and click on the [>>] icon to assign them to the report.  The selected profile names are moved to the Viewed Tasks box.

2. To unassign tasks from a report, select the desired task names in the Viewed Tasks box and click on the [<<] icon.  The selected tasks are moved to the Unused Tasks box.
   Note: If you leave the Viewed Tasks box empty, the report will display all task profiles.

• Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified. For example, "Job" is selected in the first field, and "Task" is selected in the second.  The report will be sorted first by the job that the equipment was used with, and then alphabetically by task.
  Note: In order to include sub-job amounts in the parent job's subtotal, "Job Structure" must be selected in the first Sort by field, and the Group Results option must be selected.  Otherwise, each sub-job will appear in it's own grouping, separate from the parent.

• The Options section allows you to select how much information is to be displayed on this report.  Put a check mark in the box next to each type of information that you would like the report to display.

Click on the [DISPLAY REPORT] icon located directly below the Options section of the screen to generate the report.

Report Output:

The report is separated into columns.  The header at the top of the report lists the type of information that is displayed in the column below.

Note: The report output will vary depending on what Options you selected in the Report Criteria section of the screen.

• The Employee Name column lists the name of the employee that has accumulated the billable hours.

• The ID column displays the ID that the employee has been assigned in the TimeForce system.

• The Card # column displays the card number that the employee has been assigned in the TimeForce system.  This is also the number that the employee uses to punch at the time clock.

• The Date column displays the date of the displayed hours totals.

• The Job column lists the name of the job that the employee worked on.

• The Job # column displays the number that the employee used to punch into the job at the time clock.

• The Job Description column displays the description that was entered into the job profile.

• The Notes column displays any additional notes that have been entered into the job profile.

• The Task column displays the name of the task that the employee worked on.

• The Task # column displays the number that the employee used to punch into the task at the time clock.

• The Est Hrs column displays the number of estimated hours that was entered into the job profile.

• The Act Hrs column displays the actual number of hours that the employee worked on the specified job.

• The Rate column displays the "Billable Amount" specified in the job profile.

• The Amount column displays the billable amount for the job.  This is the number of actual hours multiplied by the billable rate.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file.  Click on the [PRINT] icon to print the report.