The High Client Billing report lists the highest billing or cash receipts clients in descending order. You can also select to exclude progress bills from the realization percentage.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients
Reports in Foundation that are Comparable
In Practice Management, the comparable report is the High Client Billing report. In Practice Advantage, there is no comparable report.
Report Specifications
The following report options and filters are available to determine the report contents.
| Options and Settings | ||
|---|---|---|
| Option | Setting | Description |
|
Use Progress in Realization Percentage |
Yes/No |
Includes or excludes the progress bills in realization percentage calculation. |
|
Hide Comma |
Yes/No |
Includes or excludes commas in numbers. |
|
Hide Penny |
Yes/No |
Includes or excludes pennies in amounts. |
|
Select the Number of Clients to Display |
Numerical |
Indicates the number of top producing clients to include. |
|
Display Clients by Billings or Receipts |
List |
Determines the criteria used to display the top clients. |
|
Show Clients By... |
List |
Determines whether to show clients by client ID and sub-ID, by client ID, or by client billing group. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
| Transaction Date | Between | First Day of Current Fiscal Year, Last Day of Current Fiscal Year |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Accounting Period Date |
Client ID |
Client Type |
|
Billings |
Client ID.Sub ID |
Line of Business |
|
Business Code |
Client Name |
Manager |
|
Client |
Client Office |
Payments |
|
Client – Principal |
Client Primary Service Type |
Posted Date |
|
Client Bill Manager |
Client Region |
Primary Partner |
|
Client Business Unit |
Client Sub ID |
Production |
|
Real % w/Progress |
Tax Type |
|
|
Return Group |
Transaction Date |
|
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Business Code |
Client Primary Service Type |
Line of Business |
|
Client Business Unit |
Client Region |
Manager |
|
Client Office |
Client Type |
Primary Partner |
| Sorting |
|---|
| There are no sorting options for this report. |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
| Report Fields | |
|---|---|
| Field | Description |
|
Billing Group |
The billing group the client is associated with. |
|
Client ID |
The client ID and sub ID in Client ID.Sub ID format. |
|
Client Name |
The client name. |
|
Billings |
The total WIP billed, including write up/down and net of progress billed/applied, for the date range selected. |
|
Real % w/Progress or Real % w/o Progress |
The realization percentage. If you indicated that the progress bills are included, the calculation is billed WIP + write up/down – progress applied + progress billed divided by billed WIP – progress applied + progress billed. If you indicated that the progress bills are not included, the calculation is billed WIP + write up/down divided by billed WIP. |
|
Production |
The total of all WIP amounts (billable) entered, including expenses. |
|
Payments |
The total of all payments received from the client. |
High Client Billing Sample Report
