How to Generate Time Billing Reports

With the Time Billing Reports on Houzz Pro, you can easily track the billable time clocked by each team member in your business or the billable time spent per project. These reports can be downloaded in Excel format for accounting purposes, including payroll.

The Time Billing Report data is based on the time/expense rates you logged in the Time and Expenses section of Houzz Pro (see this article for more information). Currently there are two separate reports for time billing:

Time billing by Team Member

• A detailed report of how much time you and/or your team have tracked, grouped by team member.

Time billing by Project

• A detailed report of how much time you and/or your team have tracked, grouped by project.

Accessing time billing reports

To access your time billing reports in Houzz Pro, select the Financials icon from the left navigation, then select Reports in the left menu. Scroll down to find the Time Billing by Team Member report, as well as the Time Billing by Project report. Click on View Report next to the report type you wish to open.

Understanding the report totals

At the top of each report you will see various calculated totals according to the report type and filters that have been selected. Here is what each one means:

• Total Duration: Total sum of time logged
• Total Billable: Total sum of billable amounts
• Total Invoiced: Total sum of billable time entries that have been invoiced
• Total Cost: Total sum of non-billable amounts

To hide or show these totals at the top of the report, simply click the Show Totals icon in the top right. The totals will remain at the bottom of your screen for easy access.

Filtering and sorting the reports

You can easily narrow your results by using the various filters at the top, including date, project and team member. 

To sort the results, use the Group By feature to easily organize by team member, service, project, month etc.

Make sure to click Apply Changes to update the report view.

Exporting the report

The Time Billing Reports can be exported and shared as needed — this is an excellent way to download entries for payroll purposes. To export the report as an Excel spreadsheet, click the Export Excel button on the top right of the page. Here’s an example of how the exported spreadsheet will look: