This report shows a detailed summary of client billing information.
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
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Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type CLIENT
- Click on the Client Billing Report
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This report shows a detailed summary of client billing information.
Filter Options
| Filter Name | Options | Description | |
| Division | All available Employers List | Filter Invoice Employer | |
| Region | All available Region List | Filter Invoice Region | |
| Office | All available Office List | Filter Invoice Office | |
| Company | Filter Invoice Companies | ||
| Job Title | Filter Invoice based on Transaction's job title | ||
| Show Summary | Yes / No | ||
| Roll Up To Parent Company | Yes / No | ||
| Date Type | Invoice Date, Accounting Period Date, Week Worked | ||
| Date From | Filter invoices based on date type and which falls under the given date range | ||
| Date To | |||
| Date Range | None, Today, Tomorrow, … | When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'. |
Graphs/Widgets
Show Summary = No
Show Summary = Yes
Field Details
- Click here to go to the Operational Category (list of Analyze Reports)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
Show Summary = No
| Field Name | Description | Notes |
| Invoice Employer | Invoice Employer | |
| Invoice Region | Invoice Region | |
| Invoice Office | Invoice Office | |
| Company ID | Company's ID in Front Office / Bold | |
| BO Company ID | Company's ID in Back Office / Classic | |
| Company | Company Name | |
| Department | Company's department Name | |
| Talent ID | Talent's ID in Front Office / Bold | |
| Talent | Talent Name | |
| BO Talent ID | Talent's ID in Back Office / Classic | |
| Invoice Date | Invoice Date | |
| Invoice Number | Invoice Number | |
| Invoice Amount | Invoice Amount | |
| Accounting Period Date | Invoice Accounting Period Date | |
| Week Worked | Transaction's Week Worked | |
| Job Position | Transaction's Job Position | |
| Hiring Manager | Hiring Manager Full Name | |
| Start Date | Placement's Start Date | |
| End Date | Placement's End Date | |
| Placement Length | The number of days between first placement start date and last placement end date | |
| Reg Bill Hours | Transaction's Bill Hours for REG transaction type | |
| OT Bill Hours | Transaction's Bill Hours for OT transaction type | |
| DT Bill Hours | Transaction's Bill Hours for DT transaction type | |
| Other Bill Units | Total Bill Hours of transaction type except Reg, OT, DT | |
| Total Bill Hours | Transaction's Bill Total Hours including Reg, OT, DT and paycode having property includeinotherhours, true. | |
| Total Bill Units | Transaction's Total Bill Units of all pay code | |
| Reg Bill Amount | Transaction's Bill Amount for REG transaction type | |
| OT Bill Amount | Transaction's Bill Amount OT transaction type | |
| DT Bill Amount | Transaction's Bill Amount DT transaction type | |
| Other Bill Amount | Transaction Other Bill Amount | |
| Total Bill | Total amount billed | Sum of Transactions's Reg Bill Amount ,OT Bill Amount ,DT Bill Amount and Other Bill Amount |
Show Summary = Yes
| Field Name | Description | Notes |
| Company ID | Company's ID in Front Office / Bold | |
| BO Company ID | Company's ID in Back Office / Classic | |
| Company | Company Name | |
| Department | Company's department Name | |
| Total Bill | Total billed amount per company | |
| No. Of Invoices | Total number of invoices per company | |
| No. Of Talents | Total number of talents per company |
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