PS Report: Hourly Billing Comparison

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature. The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies you have permission to access.

• If the User has permission to only one company, then just that one company will display in the list.
• If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company.

When the Group By Company option is selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name. When the Group By Company option is NOT selected, the default company prints on every page of the report.

For more information see Learning about WinTeam Reports.

Select to sort by Job Number or Name. The default selection is Number.

Select to Print Details or to Print Totals for payroll hours.

If both options are selected you will get a Total Labor amount and details on the Hours Type.

The availability of the PR Hours Group and Sort options are dependent on the PR Hours Print Details and Print Totals check boxes.

The Group By PR Hours is always available. The Default Group for is Employee #. You can also select to Group By Date, Hours, Type, or Pay Rate.

The Sorts are available when the PR Print Details check box is selected.

Select to Print Details or to Print Totals for billable hours.

If both options are selected you will get Total Billable Hours and hours details by date.

The availability of the Billing Hours Group and Sort options are dependent on the Billable Hours Print Details and Print Totals check boxes.

The Group By Billable Hours is always available. The Default Group for is Invoice Description. You can also select to Group By Bill Rate, Date, or Bill Category ID.

The Sorts are available when the Billable Print Details check box is selected.

Select to Print Details or to Print Totals for non billable hours.

If both options are selected you will get Total Non Billable Hours and hours details by date.

Use the Dates category to select the dates to include on the report.

Type the beginning date in the From field and the ending date in the To field.

If you enter a date range that is more than 31 days, the system will allow you to run the report, but displays a message.

Use the Labor % Filter check boxes to filter schedules based on the ratio of Labor Costs to the Hours Billed.

Select % Over to select Jobs that pay less for labor than the amount billed.

Select % Under to select Jobs that bill less than the amount paid for labor.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

The Print Company Totals check box is available to users who have only one company, and may be selected to print company totals on the report.

The Print Enterprise Totals check box is available to users who have more than one company, and may be selected to print enterprise totals on the report. This check box is selected by default.

If this is not selected, the report prints only the tiered reports that are marked for printing.

This setting defaults as selected. This setting includes the OT/DT Hours in the Overtime rate calculations.

Select the Page Break After Each Job check box to list each Job on a separate page.

If you select this option, the Job # and Description will print in the header of each page so you can easily identify the Job Number when there are multiple pages for each Job.

Select the Include Pay Rates check box to print employee pay rates on the report.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

Preview

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Print

Click the Print button (or press ALT + P) to send the report to your default printer.

Export

Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).