Report for billable amounts by month or quarter

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    Patrick Vernallis

    Hello Adria, 

    Have you tried the Monthly Productivity report coupled with the Budget report for this?

    Although we may not have a report that exactly and specifically meets the formatting and other criteria you've outlined - we do offer Custom Reports and could have our engineers develop a unique report for your firm to suit this purpose. If you're interested in learning more about custom reports - just reach out to our Support Team directly and we can get this started for your account. 

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    Adria Deutsch

    Thank you, Patrick. The Monthly Productivity report is a starting place, but I'm looking for a straight-up simple financial report: Our monthly billing goals vs. our actual billings. These are company (not client) goals. So the Budget report is irrelevant for this purpose. The Monthly Productivity report is great--but it contains a lot of information we don't always want to include. It would be wonderful if we had the option for a simple summary (Grand Total) without the additional per-user information.

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    Patrick Vernallis

    Hello Adria, 

    Thanks for this feedback - it sounds like your firm has a specific use-case for this report and would require a unique simplified format for this data. I believe this could be developed as a Custom Report for your firm, please see the following link for instructions on how to request a Custom Report: https://support.bill4time.com/hc/en-us/articles/115001876093-How-do-I-submit-a-custom-report-request- 

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    Adria Deutsch

    Patrick, I appreciate that you are trying to make a sale here, but I was hoping you'd notice that I politely ignored it the first time. We already pay a lot for Bill4Time. We disagree that desiring a report of a company's total monthly or quarterly billings is very unique. You essentially have that report within the Monthly Productivity report feature. If you simply added an option for "summary only" like you have available in other reports, it would be a huge step forward. Certainly other companies set monthly, quarterly, and annual sales goals that are company-wide and not just employee specific. Until such time that we find software that will better meet our needs, we will continue to manually remove the extraneous information in the currently available reports. Regardless, this is a place called "Ideas and Feature Requests."  I'm not looking for a sales pitch and I doubt that most of your customers who post here are.

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    Patrick Vernallis

    Hello Adria, 

    Thank you for your suggestion and if this does become available in the future we will notify you. Have a great day!

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    Talbott Ottinger

    I agree with Adria that this type of summary report should be readily available without the need for a custom report.  It seems as though the Monthly Productivity report could  easily be modified to also calculate totals for Account Managers as well so that an account manager can see the monthly or annual totals for their client files.

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