Billable report card in ClickUp

The Billable report card in ClickUp helps workspace owners and admins understand billable time, revenue, and how work is being tracked across your workspace. This guide walks you through how to access, configure, and read the Billable report card so you can make better billing and time tracking decisions.

What the ClickUp Billable report card shows

The Billable report card provides a summary of how time entries are categorized and billed in your workspace. It is built from data recorded with native time tracking and compatible time tracking tools.

Use the Billable report card to answer questions like:

How much time has been logged as billable vs. non-billable?
Which time entries are missing billable status or rates?
How are billable hours distributed across users, Spaces, and time periods?

This report card focuses on:

Billable hours and non-billable hours
Revenue based on hourly rates
Time entries that need review or cleanup

Access requirements for the ClickUp Billable report card

Only certain people can view and use the Billable report card in ClickUp. This protects financial and time tracking information.

To access the report card, you must:

Be a Workspace owner or admin
Have a plan that includes Time Tracking reporting options

If you do not see the Billable report card, contact a workspace owner or admin to review your role and plan settings.

How to open the Billable report card in ClickUp

Follow these steps to open the Billable report card view in ClickUp and start exploring your time tracking data.

Open ClickUp and sign in to your workspace.
From the sidebar, go to your reporting or analytics area where report cards are listed.
Locate the Billable report card in the list of available report cards.
Select the Billable report card to open the detailed report.

Once open, you can refine the report with filters, time ranges, and grouping options to match your billing needs.

Configure filters for the ClickUp Billable report card

Filters help you narrow down which time entries appear in the Billable report card in ClickUp. This is essential when you are working with large workspaces or many team members.

Common filter options in ClickUp

Typical filter options for the Billable report card include:

Date range: Limit results to a specific time period, such as last week, last month, or a custom range.
Assignees or users: Focus on time entries for specific team members.
Spaces, Folders, or Lists: Filter by location in your workspace hierarchy.
Billable status: Show only billable, only non-billable, or both.

Use a combination of filters to create precise views, such as billable hours for a single client project during a given month.

Saving filter presets in ClickUp

If you run the same report frequently, you can save filter presets so you do not need to rebuild them each time.

Apply your desired filters to the Billable report card.
Use the option to save or name the current filter set.
Next time you open the Billable report card in ClickUp, select the saved preset to quickly restore those filters.

Understanding Billable report card metrics in ClickUp

The Billable report card includes key metrics that show how time converts into billable work and revenue. Understanding each metric helps you use the ClickUp reporting data effectively.

Core billable metrics

Total time tracked: The sum of all time entries in the selected range, regardless of billable status.
Billable time: Time entries marked as billable, which can be invoiced to clients.
Non-billable time: Time entries that are recorded but not intended for invoicing.
Billable percentage: The ratio of billable hours to total tracked hours.

Revenue-related metrics in ClickUp

When hourly rates are set on time entries or users, the Billable report card can surface revenue figures, such as:

Total billable revenue: Calculated by multiplying billable hours by their respective hourly rates.
Revenue by user: Shows which team members generate the most billable revenue.
Revenue by location: Highlights which Spaces or projects contribute the most to billable income.

These metrics help workspace admins and owners understand performance and profitability.

How to review time entry details in ClickUp

The Billable report card is most useful when you can drill into specific time entries to check or correct their details. ClickUp lets you open the underlying time entries directly from the report.

From the Billable report card, locate the row or section you want to inspect.
Select the row or use a details option to open a list of matching time entries.
Review each entry’s billable status, duration, date, and associated task.
Edit any incorrect entries, such as missing billable flags or incorrect durations.

Updating time entries keeps the Billable report card in ClickUp accurate and reliable for future reporting.

Best practices for using the ClickUp Billable report card

You can get more value from the Billable report card by applying consistent time tracking and review routines.

Standardize time tracking across your team

Define clear guidelines for when time should be marked as billable vs. non-billable.
Require team members to log time daily to avoid missing entries.
Set default billable statuses or templates for common workflows.

Schedule regular reviews in ClickUp

Review the Billable report card weekly or monthly.
Check for unusually low or high billable percentages.
Look for missing rates or inconsistent billable flags.

By keeping a regular review schedule, you reduce billing errors and improve trust in your reporting data.

Troubleshooting the ClickUp Billable report card

Sometimes the Billable report card may not show what you expect. Use the suggestions below to troubleshoot common issues in ClickUp.

Billable data looks incomplete

Confirm that your date range is wide enough.
Check filters for users, Spaces, or billable status that may hide entries.
Verify that time entries are actually recorded on the relevant tasks.

Revenue amounts seem incorrect

Review hourly rates applied to users or time entries.
Confirm that the correct currency or rate settings are used.
Look for time entries missing billable flags.

If discrepancies remain after checking filters and rates, compare the report card totals with a sample of raw time entries to identify specific problems.

More resources for optimizing ClickUp reporting

The Billable report card is one part of a broader reporting toolkit. To extend your reporting strategy beyond ClickUp’s built-in tools, you can explore external guides and consulting resources.

Official Billable report card documentation provides the most detailed, up-to-date coverage of this feature.
Consultevo offers consulting and implementation support to help you design reporting frameworks and optimize workspace structures.

With a consistent process for logging time and regularly reviewing the Billable report card in ClickUp, workspace owners and admins can maintain accurate billing, understand team capacity, and track revenue performance over time.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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