Article Request

Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.

Please fill out the request form below and we will get to it as soon as possible.

  • Training Videos
  • Article Request
  • Home
  • Practice Management
  • Reporting

Create a Billing Report

Written by Avery Simmons

Updated at April 25th, 2022

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Practice Management
    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
  • Tax Resolution
    Collections Transcripts Notices
  • Integrations
    QuickBooks Online (QBO) IRS Transcripts
  • Canopy Mobile App
  • FAQ
  • Canopy First Steps
    Settings Managing Contacts Canopy Setup
  • Canopy Updates
    Product Updates 2022 Product Updates 2021 Product Updates 2020 Product Updates 2019 Product Updates 2018
  • First Look Webinars
  • Guides for your Clients
    Files Set up Payments Mobile App To-do List
+ More
Table of contents
    Billing reports are designed to show you a detailed breakdown of different billing metrics in Canopy. You can access reports related to time on the Time Reports page located under Time on the global navigation bar. The guide for time reports can be found at Create a Time Report.‍ 

    To get started reviewing these reports, click 
    Billing on the global navigation bar.
    Roles/Permissions:
    • Roles: Admin
    • Permissions: Reports

    1. Choose Reports from the slide-in menu.

    2. Select a relevant report. Report options are as follows:

    Report type:
    Permissions requirements:
    • Aged Receivables Summary: Displays a summary of all aged receivables in Canopy.
    Billing Reports, Contacts Not Assigned (to see all contacts)
    • Aged Receivables Detail: Displays the specific details by contact.
    Billing Reports, Contacts Not assigned
    • Revenue by contact: Shows a revenue breakdown by the assigned client.
    Billing Reports, Contacts Not Assigned
    • Revenue by service item: Shows a revenue breakdown by the assigned service item.
    Billing Reports, Contacts Not Assigned
    • Revenue by team member: Shows a revenue breakdown by the assigned team member.
    Billing Reports, Contacts Not Assigned
    • Profitability by Contact: Shows the total profit for each task in Canopy using Time, Labor Cost, and Amount Billed.
    Billing Reports, Contacts Not Assigned, Team Member Salary

    3. Some reports allow you to show the breakdown according to different time periods. To use a preset time breakdown, click on the preset dropdown menu.

    • Choose to show a breakdown by week, month, quarter, or year.

    4. Some reports can also be broken down to a custom date range. To select a custom date range, click on the date dropdown menu.

    • Choose one of the quick toggles on the left side of the dropdown menu, or utilize the calendar to select a specific date range.
    • After selecting the necessary custom date range, click Apply.

    5. Reports can be exported as a CSV file. To export a report, click the options menu in the applicable report's viewing page.

    • Click Export CSV.


    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • Create a Work In Progress report
    • Create a Time Report

    Sign up for updates

    855.616.7305

    Products

    Practice Management Tax Resolution Pricing

    Company

    About Careers Our Team Contact Us

    Resources

    Support Training Videos Blog Ebooks & Guides Case Studies

    More

    Desktop AssistantIntegrationsDevelopersOur Mobile AppsAffiliate Program
    canopy-logo-white
    Canopy Status Terms & Conditions Privacy Google Data Use Disclosure

    Definition by Author

    0
    0
    Expand