Estimate Billing Summary

The Estimate Billing Summary prints a summary of one or more clients' estimates by bill month. The report summarizes, by bill month, the amount that is billable, the clearances, billed amounts, and remaining billable amounts. This report's totals should agree with the totals printed for the same estimates on the Client Activity Report.

To request the report:

1. Select Reports|Estimate Billing Summary.

Estimate Billing Summary Prompt

2. Key a Client code, Client Group code or click the All Clients check box to display a check.

3. Key a Product code, Product Group code or click the All Products check box to display a check.

4. If a product group is keyed, indicate how it is to be used by selecting from the Use Product Group as drop down list.

   • Reporting. Include all insertions for any products in the requested product group, regardless of whether they were bought as a product group or individually.

   • Allocation. Only include insertions defined for the requested product group.

5. Key a Media code or click the All Media check box to display a check.

6. Key an Estimate code or click the All Estimates check box to display a check. If you request All Estimates, then the report includes all estimates for a product keyed plus any activity of that product code in a product group which is defined to Bill as a Group in Estimate Definition.

7. To limit the report to insertion activity in a specific date range, key the Activity Start/End Months.

8. Indicate whether this summary should print with Gross or Net figures, by selecting from the drop down list.

9. Complete the Report Formatting Options and click <Submit> to submit the report request.