This report displays by client and shows all the time associated with the client for the period of time selected. If you leave the client set at the default (Make Your Selection) and hit the Display button, all clients will be shown. If a client has multiple projects, each project is included, but not visible, and no drill down is available in this report. If you want only the client and the associated project(s), you must specifically select them. They will not be broken out in the report; only the total is shown for the selected project(s).
The options for this report are as follows:
Report Type: Time or Volume default is set in Report Views, but either can be selected.
Client Type: Select specific type or leave at default
Client: Multiple clients can be selected by clicking on the arrow. Click on each client you want to see while holding the Ctrl key. If you want to see all the clients, leave the pull down box blank.
Project: A single client must be selected or no options will be available via the drop down. If a client has multiple projects, you can select one or all by clicking on the arrow and the Ctrl key
Location: The location for the client. If there are multiple locations, leaving at the default will show all locations.
Cost Center: Select from the drop down or leave at the default for all.
Team: Select from the drop down or leave at the default for all.
Predefined Dates: The options are Today, This Week, Last Week, This Month (default) and Last Month.
Start Date/End Date: As with the other reports, you can specify a date range outside the predefined dates or select the specific date range with the calendar pull downs.
Once your report displays, depending on your report criteria specified, you will be able to sort by any of the column headers by clicking on the title. The columns in this report will be displayed as the following:
Client: If more than one client selected, or left at default, clients listed in alphabetical order
Non Bill/Bill: The amount of time non-billed/billed to that client/location for the specified time frame.
Total: The total non-bill/bill time for each client/location for the specified time frame.
Value: If Display Currency - Internal Interface is Enabled, the value for the time is shown.
These descriptions are based on having the Time option set. If Volume is selected, one column with Ticket Volume totals will appear.
