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# Billable and Non Billable Reports.

## Billable vs Non-Billable Report

### Overview

The **Billable vs Non-Billable Report** provides insights into how team members spend their working hours by comparing **billable** and **non-billable** time. It helps organizations monitor productivity, measure billable utilization, and evaluate performance against organizational targets.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_5pqyn6.png)

# Column Description

| Column | Description |
| ---- |
| **All Members** | Displays the member's profile name and unique ID. |
| **Team** | Displays the team assigned to the member. |
| **Billable** | Displays the total billable hours logged during the selected date range. |
| **Non-Billable** | Displays the total non-billable hours logged during the selected date range. |
| **Billable %** | Displays the billable utilization percentage, calculated as **(Billable Hours ÷ Available Hours) × 100**. |
| **Trend** | Displays the weekly trend of the member's billable utilization percentage over the selected period. |
| **VS Target** | Displays the difference between the member's actual billable utilization percentage and the organization's defined billable utilization target. |


---

## Steps to Access the Report

1. Log in to the application using valid credentials.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_14vblaq.png)

2. Navigate to the **Reports** section.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_r69dj4.png)

3. Click **Billable vs Non-Billable Report**.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_egqnd7.png)

---

## Apply Date Range

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_aro5eh.png)

* Click the **Date Range** field.
* Select the desired date range or choose a custom date range.
* Verify that the report data is updated based on the selected dates.


---

## Apply Filters

7. Click the **Filters** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_9nd0lx.png)

8. Choose the required filters to refine the report results.

### Scope Filters

The **Scope** section allows you to filter report data based on:

* Members
* Departments
* Teams

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_14xj58m.png)

* Use the **Members** filter to display data for specific members.
* Use the **Projects** filter to display data for selected projects.
* Use the **Project Status** filter to select one or more project statuses.
* Select the **Show Deleted Users** checkbox, if required, to include deleted users in the report.
* Click **Apply Filters**.
* Verify that the report is updated according to the selected filters.

---

## Metrics Filters

The **Metrics** section allows you to filter report data based on the following utilization metrics:

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_z7qnvz.png)

### Billable (Hours)

*  Apply the **Billable (Hours)** filter to display users based on the total number of billable hours logged.

### Non-Billable (Hours)

*  Apply the **Non-Billable (Hours)** filter to display users based on the total number of non-billable hours logged.

### Billable (%)

* Apply the **Billable (%)** filter to display users based on their billable utilization percentage.

## Export the Report

18. Click the **Export** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_bibl1f.png)

19. Select the desired export format:

* CSV
* XLSX
* PDF
* JSON

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1uvbf02.png)

20. Verify that the report is exported successfully.

---

## Share or Schedule the Report

21. Click **Send Report** to share the report with the required recipients.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_2umzsk.png)

22. Click **Schedule Report** to configure automatic report delivery at scheduled intervals.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_ilj163.png)