Employee Billing Summary
Overview
Below is a business‑focused explanation of the Employee Billing Summary report, written for practical day‑to‑day use in Dafater.
Employee Billing Summary – Business Overview
What business information this report provides
The Employee Billing Summary report gives a clear view of how employee time has been billed to projects and customers. It summarizes billable work logged through timesheets and shows the financial value generated by each employee’s efforts.
This report helps businesses understand:
- Which employees are generating billable revenue
- How much revenue is being earned from employee work
- The relationship between time spent, billing rates, and billed amounts
- Overall productivity and billing efficiency across projects
When and why to use this report
You should use this report when you want to:
- Review employee contribution to project revenue
- Monitor billable utilization of staff
- Support customer billing and invoicing reviews
- Analyze workforce performance and cost recovery
- Prepare management reports on project profitability
It is especially useful during:
- Monthly or quarterly performance reviews
- Client billing cycles
- Project profitability analysis
- Resource planning and capacity discussions
Key columns and what they mean for business
While the exact columns may vary based on setup, the report typically includes:
Employee
Identifies the individual whose time has been billed. Useful for performance and accountability.Project
Shows which project the work was billed to, helping track revenue by project.Billable Hours
Total hours that are eligible for customer billing. This reflects productive, revenue‑generating work.Billing Rate
The rate applied per hour for the employee’s work. Helps assess pricing and margin strategies.Billed Amount
The total revenue generated from the employee’s billable hours. This is a key indicator of financial contribution.Customer
Indicates which customer is being billed, useful for customer‑wise revenue analysis.
Available filters and their business purpose
Common filters include:
Date Range
Allows you to analyze billing performance for a specific period such as a month, quarter, or year.Employee
Focuses the report on a specific employee for performance evaluation.Project
Helps review billing details for a single project or compare multiple projects.Customer
Useful for customer‑wise billing reviews and revenue tracking.Company
Supports multi‑company businesses by separating billing data by legal entity.
These filters allow management to quickly narrow down data and answer specific business questions.
How to interpret the results for business decisions
High billable hours with strong billed amounts
Indicates effective use of employee time and healthy project billing.Low billed amounts despite high hours
May signal low billing rates, discounting, or pricing issues.Employees with consistently low billable hours
Could point to under‑utilization, training needs, or workload imbalance.Projects with low overall billing
May require scope review, rate revision, or cost control measures.
The report helps identify trends rather than just numbers, enabling informed decision‑making.
Common use cases and scenarios
Management reviews
Evaluate employee productivity and revenue contribution.Project profitability analysis
Compare billed revenue against project costs.Client billing validation
Ensure billed amounts align with approved timesheets.Resource planning
Identify over‑loaded or under‑utilized employees.Pricing and contract reviews
Assess whether current billing rates are sustainable and profitable.
Summary
The Employee Billing Summary report in Dafater is a vital tool for understanding how employee time translates into revenue. It supports better billing control, stronger project management, and data‑driven workforce decisions, helping businesses maximize profitability while maintaining transparency and accountability.
Report Information
- Module: Projects
- Related DocType: Timesheet
- Report Type: Script Report
- Standard: Yes