Client Engagement

  2 minute read  

The Client Engagement Report presents a processed summary of all incurred time and expenses, in relation to the work done in projects by the resources. It gives a full picture of the entire engagement for the specified client, project or resources. The grouping is done by client, project & resource.

It is possible to filter the report in order to get the required information. Choose the 🔎 icon, enter Client Engagement Report, and then choose the related link. When the report opens, fill the desired filters to get the required results:

  • Client Filter - sets a filter on the client for which you want to retrieve the entries across projects and invoices.
  • Client Responsible Filter - sets a filter on all the clients, and then all the projects connected to these clients.
  • Project Filter - sets a filter on the projects you want to retrieve data for.
  • Project Responsible Filter - sets a filter on all the clients, and then all the projects connected to these clients.
  • Resource Filter - sets a filter on the resource and retrieves all the entries across all projects.
  • Date Filter - sets a filter on the Posting Date.
  • Write-off Qty. Filter - sets a filter on the write-off qty, if you want to include entries with write-offs.

The other settings of the request page are related to the report layout, and how the data are represented:

  • Hide Details - if selected, the detailed entries will be hidden and only the summary Matrix will be shown.
  • Include Summary Matrix - a summary matrix will be shown at the end of the report, including all matters/clients.
  • Include Unposted Time/Exp. Entries - if selected, all entries in open timesheets and time/expense journal will be shown.
  • Truncate Description - only the first 50 characters of the description will be shown. This is used for long descriptions.

After the report is run, it displays information which is retrieved across all projects such as:

  • No. - displays the Resource No.
  • Open - shows if an entry is open or it has been fully invoiced.
  • Non-Chr. Usage Qty./Chr. Usage Qty. - shows the non-chargeable and chargeable quantity.
  • Accr. Sales Amount - shows the accrued sales amount.
  • Inv. Sales Amount - shows the invoiced amount.
  • Price Adjustment Amt. (LCY) - shows the price adjustment amount on that entry.
  • Write-off Qty. - shows the quantity that is a write off.
  • Remaining Qty. to Invoice - shows the quantity that is yet to be invoiced.