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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.



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.



  1. Navigate to the Reports section.



  1. Click Billable vs Non-Billable Report.




Apply Date Range



  • 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


  1. Click the Filters button.



  1. 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



  • 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:



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


  1. Click the Export button.



  1. Select the desired export format:


  • CSV
  • XLSX
  • PDF
  • JSON



  1. Verify that the report is exported successfully.



Share or Schedule the Report


  1. Click Send Report to share the report with the required recipients.



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


Updated on: 21/07/2026

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