Billing Worksheet
October 8, 2025
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This article shows how to run the Billing Worksheet and includes an example of the report.
Running the Billing Worksheet
You can access the Billing Worksheet from the Reports Center.
- Click the Reports
icon. - On the NextGen tab, click the Billing Worksheet.
- Specify your desired options on the following tabs:
- Filter
- Sort
- Display Options
- Click Run Report. The report will be opened in a new window.
For additional information on using the Reports Center, see the Reports Overview article.
Filter
The Filter tab allows you to limit information shown on the report depending on one or more criteria. For example, you can limit transactions based on the date of the transaction, the client they are assigned to, and/or the manager assigned to the transaction. The following options are available:
- All Dates – Select a date option by day, week, month, quarter, or year; select Custom and enter the Date From and Date To; or select All to include all dates.
- Clients – Select the client(s) you want to include on the report; or select All Clients. Inactive Clients are included by default. Clear the Inactive Clients check box to limit the drop-down options and report to include active clients only.
- Include Inactive Staff – Select this check box if you want to include inactive Timekeepers, Managers, Originators, and Billing Partners in the drop-down options and on the report. Clear the check box if you do not want to include inactive staff in the drop-down options or on the report.
- Manager – Select the manager(s) you want to include on the report, or select All Managers.
- Originator – Select the originator(s) you want to include on the report, or select All Originators.
- Billing Partners – Select the billing partner(s) you want to include on the report, or select All Partners.
- Billing Groups – Select the billing group(s) you want to include on the report, or select All Billing Groups.
- Client Types – Select the client type(s) you want to include on the report, or select All Client Types.
- Engagement Type – Select the engagement type(s) you want to include on the report, or select All Engagements.
- Company Location – Select the company location(s) you want to include on the report, or select All Company Locations.
- Manager Department – Select the manager department(s) you want to include on the report, or select All Departments.
Sort
The Sort tab allows you to change the order and the grouping of information shown on the report depending on one or more criteria. For example, you can group by the billing group, sorted in ascending order. The following options are available:
- Group by – Select Billing Group if you want records to be grouped by the Billing Groups selected on the Filter Select None if you do not want to group records.
- Group Sort Order – Select whether you want the groups to be sorted in Ascending or Descending order. (Note: Group Sort Order is only available if the Group by is set to Billing Group.)
- Sub-Group by – Select the field by which you want records grouped as a secondary grouping. Select None if you do not want to group records.
- Sub-Group Sort Order – Select whether you want the secondary group to be sorted in Ascending or Descending order. (Note: Sub-Group Sort Order is only available is the Sub-Group by is set to a field other than None.)
Display Options
The Display Options tab shows additional options for the report.
- Display Sub-Group Total – Select this check box if you want to display a total for each sub-group. (Note: Display Sub-Group Total is only available if the Sub-Group by is set to a field other than None.)
Example of the Billing Worksheet
The Billing Worksheet includes client information, A/R aging, WIP aging, billing history, and unbilled time and expenses. A separate Billing Worksheet is printed for each client included on the report. Only clients with unbilled time or expenses are included on the report.
Common Questions
- The NextGen Reports tab is not available. Why?
- The NextGen Reports feature has recently completed development and is now in the process of being rolled out to users. If you are unable to access this feature, please contact Mango Support and they can work to make this available for you.
- I can’t always see the NextGen Reports tab. How can I access it?
- On some devices, the screen does not show enough space for the NextGen Reports tab to be displayed. Try decreasing the Zoom setting in your browser to provide more space.
- Can we change the orientation of the NextGen reports?
- No, NextGen reports print in landscape in order for all columns to fit on the page.