Enhanced Client Billing Report

Updated March 18, 2026 20:59

Enhanced Standard Reporting Availability

Enhanced Standard Reporting is now available as an optional feature for your system.

Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.

Customizing and Sharing This Report

Columns: Use the column selector to show, hide, or reorder columns to match your workflow.

Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.

Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.

Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.

The Enhanced Client Billing Report provides a detailed summary of all invoicing activity across your clients, including billing amounts, invoice counts, and talent assignments. Use this report to track revenue, analyze client relationships, and monitor billing patterns across your organization.

Enhanced Reports

Note: This report is part of the INSIGHTS product. Contact your Account Manager to learn more about accessing INSIGHTS and unlocking advanced reporting capabilities.

Accessing the Report

Click the Analyze tab in the main navigation
The Reports section will automatically open in the left sidebar
In the search field or by scrolling, locate and click Client Billing Report
The report loads immediately with data based on your previous filtering options

Note: Reports load with Today & Yesterday as the initial default. Once you adjust filters, the report remembers your selections for future sessions. If you see unexpected results, check your active filters in the right panel. The data you see depends on your security permissions—users with restricted access may see fewer invoices than colleagues with broader visibility.

Understanding This Report

What This Report Shows You

The Client Billing Report displays comprehensive invoice and billing data for your clients. Depending on your filter settings, the report can show either transaction-level detail (every invoice line) or summary-level data (totals per company). Each view provides distinct insights into your billing operations.

When Show Summary is set to No, you see individual invoice transactions with complete details about talent assignments, placement terms, and billing amounts. When Show Summary is set to Yes, you see aggregated totals per company, giving you a high-level view of client revenue contributions.

Why Use This Report

This report helps you answer critical financial and operational questions:

Which clients generate the most revenue?
How many invoices were issued during a specific period?
Which talent assignments contribute to each client's billing?
What are the billing patterns across different job positions?
How long are typical placement assignments?
What is the breakdown of regular, overtime, and double-time billing?

Who Benefits From This Report

Different roles use this report to address specific business needs:

Finance Managers: Track invoice volumes, analyze revenue patterns, reconcile billing records, and forecast cash flow based on client billing history.

Account Managers: Monitor client account health, identify upselling opportunities, review billing accuracy, and prepare for client business reviews with concrete revenue data.

Operations Leaders: Evaluate which clients and job types drive the most revenue, assess placement efficiency, and optimize resource allocation based on billing performance.

Executive Leadership: Analyze revenue concentration across clients, assess business risk from client dependency, and make strategic decisions about market focus and growth opportunities.

Recruiters: Review billing activity for their talent placements, track which assignments generate consistent revenue, and identify successful placement patterns to replicate.

Using Filters

Filters appear on the right side of your screen and help you focus on specific time periods, clients, or organizational segments. Your filter selections persist between sessions—the report opens with whatever filters you last applied. Most filters default to "Include all" when you first open the report.

Available Filters

Filter Name	What It Does	When to Use It
Division	Filters invoices by employer/division associated with billing	Review billing activity for a specific business unit or employer entity (not all accounts have divisions enabled)
Region	Filters invoices by geographic region	Compare revenue across territories or analyze regional billing patterns
Office	Filters invoices by branch location	Evaluate individual office revenue performance or investigate branch-specific billing
Company	Filters invoices by client company	Focus on billing for specific customers or analyze a group of related clients
Job Title	Filters invoices by the job position being billed	Analyze billing patterns by role type or identify which positions generate the most revenue
Show Summary	Toggles between detailed transaction view (No) and aggregated company view (Yes)	Use No for invoice-level detail, Yes for high-level client revenue totals
Roll Up To Parent Company	Consolidates billing from subsidiary companies to their parent organization	View total billing across all locations or divisions of a multi-entity client
Date Type	Determines which date field to use for filtering: Invoice Date, Accounting Period Date, or Week Worked	Select based on your reporting needs—Invoice Date for billing cycles, Accounting Period for financial reporting, Week Worked for operational analysis
Date From / Date To	Filters by the date range you specify based on the selected Date Type	Define specific time periods for analysis (quarters, months, custom ranges)
Date Range	Quick-select date ranges (Yesterday, Today, Tomorrow, This Week, Last Month, etc.)	Rapidly filter to common date periods without manually entering dates

Note: When using Date Range, the Date From and Date To fields automatically disable. Select either Date Range or manually enter Date From and Date To—not both.

Applying Your Filter Selections

Click on the edit icon next to any filter name to expand it
Make your selections by checking boxes or choosing from dropdowns
Click Apply to update the report with your filtered view
Click Cancel to discard changes and return to the previous filter state

Reading the Data

The Client Billing Report displays data in two distinct views depending on your Show Summary filter setting. Each view serves different analysis purposes and includes different field sets.

Understanding the Two Views

Detailed View (Show Summary = No): Each row represents an individual invoice transaction. This view includes comprehensive details about the talent, placement terms, job position, hiring manager, and billing breakdown by transaction type (regular, overtime, double-time). Use this view when you need invoice-level detail for reconciliation, audit, or operational analysis.

Summary View (Show Summary = Yes): Each row represents a client company with aggregated totals. This view shows total billed amounts, invoice counts, and talent counts per company. Use this view for executive reporting, revenue analysis, or quick client comparisons.

Detailed View Fields

When Show Summary is set to No, the report includes these field categories:

Invoice Information: Invoice Employer, Region, Office, Invoice Date, Invoice Number, Invoice Amount, Accounting Period Date

Client Details: Company ID (Front Office and Back Office), Company Name, Department

Talent Information: Talent ID (Front Office and Back Office), Talent Name

Placement Details: Job Position, Hiring Manager, Start Date, End Date, Placement Length, Week Worked

Billing Hours: Reg Bill Hours, OT Bill Hours, DT Bill Hours, Other Bill Units, Total Bill Hours, Total Bill Units

Billing Amounts: Reg Bill Amount, OT Bill Amount, DT Bill Amount, Other Bill Amount, Total Bill

Field Category	How to Use It
Invoice Information	Track invoice timing and amounts to ensure proper billing cycles. Compare Invoice Date with Accounting Period Date to understand timing differences between billing and revenue recognition.
Billing Breakdown	Analyze the mix of regular, overtime, and double-time hours to understand labor patterns and identify opportunities for rate optimization or workforce planning adjustments.
Placement Details	Review placement lengths to identify successful long-term assignments. Use hiring manager information for direct client communication about billing questions or placement extensions.
Talent Assignment	Connect billing activity to specific talent to evaluate individual productivity and identify your highest-value contractors for retention efforts.

Summary View Fields

When Show Summary is set to Yes, the report displays these aggregated metrics:

Field Name	What It Shows
Company ID / BO Company ID	Client identifiers in both Front Office and Back Office systems for cross-reference
Company	Client company name
Department	Specific department within the client organization (useful for multi-department clients)
Total Bill	Sum of all billed amounts for this client during the filtered time period
No. Of Invoices	Total count of invoices issued to this client during the filtered time period
No. Of Talents	Count of unique talent assigned to placements for this client during the filtered time period

Understanding What You're Seeing

Different totals between views: Detailed view shows Total Bill as the sum of individual transaction amounts, while Summary view aggregates all transactions per company. These should match when filtered identically, but Summary view provides faster analysis for high-level revenue review.

Multiple rows for one company (Detailed View): The same company appears multiple times when they have multiple invoices during the filtered period. Each row represents a separate invoice transaction with its own talent assignment and billing details.

Parent company consolidation: When Roll Up To Parent Company is enabled, subsidiaries are consolidated under the parent organization. This provides true total revenue view for multi-entity clients but may hide individual subsidiary performance.

Date Type impacts results: Changing Date Type significantly affects which records appear. Invoice Date shows when bills were issued, Accounting Period Date reflects financial reporting periods, and Week Worked shows when the labor occurred. Choose based on your specific analysis needs.

Practical Applications

Identifying Top Revenue Clients

Set Show Summary to Yes and sort by Total Bill (descending) to immediately identify your highest-revenue clients. Export this view for executive dashboards or account prioritization discussions. Understanding which clients drive the most revenue helps you allocate account management resources effectively.

Analyzing Billing Patterns by Job Type

Use the Job Title filter in Detailed View to analyze billing for specific roles. Compare regular vs. overtime hours across different job types to identify positions with consistent overtime requirements—these may represent opportunities for permanent placements or rate adjustments.

Month-End Revenue Reporting

Set Date Type to Accounting Period Date and filter to the current month. Use Summary View for executive reporting showing total revenue by client. Switch to Detailed View and export for finance team reconciliation with general ledger entries.

Client Relationship Health Assessment

Compare invoice counts (No. Of Invoices) with talent counts (No. Of Talents) in Summary View. Clients with high talent counts but low invoice counts may indicate payment issues or invoice consolidation opportunities. Clients with declining invoice counts over time may need relationship attention.

Placement Length Analysis

In Detailed View, sort by Placement Length to identify both short-term and long-term assignments. Long placements (180+ days) represent successful matches and potential conversion candidates. Consistently short placements might indicate fit issues requiring recruitment process improvements.

Exporting Your Data

Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.

Apply any filters you want to include in your export
Click the three-dot menu icon (⋮) in the top right corner of the report area
Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution

Note: Your export will include only the data visible based on your current filter selections and Show Summary setting. To export all billing data, ensure all filters are set to "Include all" before downloading.

Additional Export Options

The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.

Refreshing the Report

Report data refreshes automatically in the background. However, if you want to see the most current information immediately after changing filters or if you know invoices have been added or updated, you can manually refresh.

Locate the circular arrow icon above the filter panel on the right side

Hover over the icon to see it expand and display the word "UPDATE"
Click the icon to re-run the report based on your current filter selections

The report will reload with the latest data from your database, reflecting any new invoices, updated amounts, or changed information since you last viewed it.