Billable Hours Summary Report.

Owned by Danielle Lau
Last updated: Jun 14, 2024
2 min read

This report will allow users to see a summary of how many billable hours your practice is scheduling and projecting for the future.

Step

Description

Good To Know

Step

Description

Good To Know

How to Access

Reporting>Scheduling>Billable Hours Summary

Billable Hrs Summary.PNG

Users must have permission to “View/Download Scheduling Reports”.

Report Filters

Required Filters:

  • Customize the specific date range you want to view billable hours for

  • Customize how you would like to display the graph

Optional Filters:

  • Service Line(s)

  • Facility/Location

    • This is the location assigned to the client’s profile

  • Funder

  • Client

Once filters are in place, click UPDATE to view the graph

If you wish for billable hours summary to not include projected data, ensure the end date does not exceed today’s date.

Viewing and Exporting

The billable hours in this chart pull over all billable hours regardless of verification status

Selecting “Export to Excel” will pull over the graph data into an Excel Spreadsheet

Selecting the three lines to view the chart menu will allow you to download the graph itself into the format of your choice

  • If you wish to only pull over verified appointments, please refer to the the Appointment List tutorial

  • This report excludes archived hours