February 5, 2026
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This article shows how to run the Time/Expense Records Report, and includes examples of the report run in the detail and summary layout.

• Running the Time/Expense Records Report
• Examples of the Time/Expense Records Report
• Generating Classic Reports Using the Mango+ Time/Expense Records Report
• Common Questions
• Learn More

Running the Time/Expense Records Report

You can access the Time/Expense Records Report from the Reports Center.

1. Click the Reports menu.
2. On the Mango+ tab, click the Time/Expense Records Report.
3. Specify your desired options on the following tabs:
   • Filter
   • Sort
   • Display Options
4. 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 staff assigned to the transaction. The following options are available:

• All Dates – Select a date you want to print time and expense records as of.
• Clients – Select the client(s) you want to include on the report, or select All Clients.
• Include Inactive Clients – Select this check box if you want inactive clients to be included in the Clients drop-down and on the report. Clear this check box if you do not want inactive clients included in the Clients drop-down or on the report.
• Record Type – Select Time, Expenses, or All Records.
• Billable Status – Select Billable, Non-Billable, or Both.
• Billing Status – Select Billed, Unbilled, or Both.
• Include Inactive Staff – Select this check box if you want to include inactive 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.
• Engagements – Select the engagement(s) you want to include on the report, or select All Engagements.
• Activity – Select one or more activities you want to include on the report, or select All Activities.
• Client Groups – Select the client group(s) you want to include on the report, or select All Client Groups.
• Date Invoiced – Select a date you want to print time and expense records as of when they were invoiced.

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 show detailed or summary information, sorted by date but grouped by client, with or without a total for the group. The following options are available:

• Sort by – Select the field used to sort the records on the report. (Note: Sort by is only available if the Layout is set to Detailed.)
• Sort Order – Select whether you want the report to be sorted in Ascending or Descending order. (Note: Sort Order is only available if the Layout is set to Detailed.)
• Group by – Select the field by which you want records grouped. Select None if you do not want to group records. (Note: You must select a group if the Layout is set to Summary.)
• Group Sort Order – Select whether you want the group to be sorted in Ascending or Descending order. (Note: Group Sort Order is only available is the Group by is set to a field other than None.)
• 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.)
• Sub-Sub-Group by – Select the field by which you want records grouped as a tertiary grouping. Select None if you do not want to group records. (Note: Sub-Sub-Group Order is only available if the Layout is set to Detailed.)
• Sub-Sub-Group Sort Order – Select whether you want the tertiary group to be sorted in Ascending or Descending order. (Note: Sub-Sub-Group Sort Order is only available is the Sub-Sub-Group by is set to a field other than None.)

Display Options

The Display Options tab shows additional options for the report. For example, you may be able to include or exclude a total for all records on the report. The options available depend on the selected report.

• Layout – Select if you want a Detailed report, or a Summary report.
  • The Detailed report includes the cash receipts information. Columns include the <columns>.
  • The Summary report displays the total cash receipts by Group. Columns include the <columns>.
• Display Report Total – Select this check box if you want to display a total at the bottom of the report.
• Display Group Total – Select this check box if you want to display a total for each group. (Note: Display Group Total is only available if the Group by is set to a field other than None.)
• 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.)
• Display Sub-Sub-Group Total – Select this check box if you want to display a total for each sub-sub-group. (Note: Display Sub-Sub-Group Total is only available if the Layout is set to Detail and the Sub-Sub-Group by is set to a field other than None.)

Examples of the Time/Expense Records Report

This report can be run using a Detailed or Summary layout.

Detailed Report

The detail Time/Expense Records Report provides a list of all <*> for the selected criteria. Columns include the Client, Engagement, Date, User, Activity, NB-Hours, B-Hours, Rate, NB-Amt, B-Amt, WU/WD, and Actual Billed.

Summary Report

The Summary Time/Expense Records Report includes a summarized list of <*> for the selected criteria. Columns include the Group, Sub-Group, NB-Hours, B-Hours, Rate, NB -Amt, B-Amt, WU/WD, and Actual Billed.

Generating Classic Reports Using the Mango+ Time/Expense Records Report

We have been using the classic Invoiced by Clients Grouped by Engagement Report, and need to continue to see comparable values. Can I run the Mango+ Time/Expense Records Report to produce the same values as the classic report?

You can use the following steps to generate a Mango+ Time/Expense Records Report that matches the Invoiced by Clients Grouped by Engagement Report.

1. On the Filter tab:
   1. Leave All Dates as All.
   2. Leave Record Types as All.
   3. Leave Billable Status as All.
   4. Leave Billing Status as All.
   5. Set Date Invoiced to the invoice date range.
   6. Set other filters as desired.
2. On the Sort tab:
   1. Set Group by to Engagement.
   2. Set Sub-Group by to None.
   3. Set Sub-Sub-Group by to None.
   4. Set other sort options as desired.
3. On the Display Options tab:
   1. Leave Layout as Detailed.
   2. Set other options as desired.

We have been using the classic Invoice History by Activity (Summary) Report, and need to continue to see comparable values. Can I run the Mango+ Time/Expense Records Report to produce the same values as the classic report?

You can use the following steps to generate a Mango+ Time/Expense Records Report that matches the Invoice History by Activity (Summary) Report.

1. On the Filter tab:
   1. Leave All Dates as All.
   2. Leave Record Types as All.
   3. Leave Billable Status as All.
   4. Leave Billing Status as All.
   5. Set Date Invoiced to the invoice date range.
   6. Set other filters as desired.
2. On the Sort tab:
   1. Set Group by to Activity.
   2. Set Sub-Group by to None.
   3. Set Sub-Sub-Group by to None.
   4. Set other sort options as desired.
3. On the Display Options tab:
   1. Set Layout to Summary.
   2. Set other options as desired.

We have been using the classic Invoice History by Engagement Types Report, and need to continue to see comparable values. Can I run the Mango+ Time/Expense Records Report to produce the same values as the classic report?

You can use the following steps to generate a Mango+ Time/Expense Records Report that matches the Invoice History by Engagement Types Report.

1. On the Filter tab:
   1. Leave All Dates as All.
   2. Leave Record Types as All.
   3. Leave Billable Status as All.
   4. Leave Billing Status as All.
   5. Set other filters as desired.
2. On the Sort tab:
   1. Set Group by to Engagement.
   2. Set Sub-Group by to None.
   3. Set Sub-Sub-Group by to None.
   4. Set other sort options as desired.
3. On the Display Options tab:
   1. Leave Layout as Detailed.
   2. Set other options as desired.

We have been using the classic Invoice History by Engagement Type (Summary) Report, and need to continue to see comparable values. Can I run the Mango+ Time/Expense Records Report to produce the same values as the classic report?

You can use the following steps to generate a Mango+ Time/Expense Records Report that matches the Invoice History by Engagement Type (Summary) Report.

1. On the Filter tab:
   1. Leave All Dates as All.
   2. Leave Record Types as All.
   3. Leave Billable Status as All.
   4. Leave Billing Status as All.
   5. Set other filters as desired.
2. On the Sort tab:
   1. Set Group by to Engagement.
   2. Set Sub-Group by to None.
   3. Set Sub-Sub-Group by to None.
   4. Set other sort options as desired.
3. On the Display Options tab:
   1. Set Layout to Summary.
   2. Set other options as desired.

We have been using the classic Expenses by Client – ALL Report, and need to continue to see comparable values. Can I run the Mango+ Time/Expense Records Report to produce the same values as the classic report?

You can use the following steps to generate a Mango+ Time/Expense Records Report that matches the Expenses by Client – ALL Report.

1. On the Filter tab:
   1. Select the desired date range.
   2. Set Record Types to Expenses.
   3. Set other filters as desired.
2. On the Sort tab:
   1. Leave Sort by as Date.
   2. Leave Sort Order as Ascending.
   3. Leave Group by as Client.
   4. Leave Group Sort Order as Ascending.
   5. Leave Sub-Group by as Engagement.
   6. Leave Sub-Group Sort Order as Ascending.
   7. Leave Sub-Sub-Group by as Activity.
   8. Leave Sub-Sub-Group Sort Order as Ascending.
3. On the Display Options tab:
   1. Leave Layout as Detailed.
   2. Leave Display Report Total
   3. Leave Display Group Total
   4. Leave Display Sub-Group Total
   5. Leave Display Sub-Sub-Group Total

We have been using the classic Expenses by Client – Open Report, and need to continue to see comparable values. Can I run the Mango+ Time/Expense Records Report to produce the same values as the classic report?

You can use the following steps to generate a Mango+ Time/Expense Records Report that matches the Expenses by Client – Open Report.

1. On the Filter tab:
   1. Select the desired date range.
   2. Set Record Types to Expenses.
   3. Set Billing Status to Unbilled.
   4. Set other filters as desired.
2. On the Sort tab:
   1. Leave Sort by as Date.
   2. Leave Sort Order as Ascending.
   3. Leave Group by as Client.
   4. Leave Group Sort Order as Ascending.
   5. Set Sub-Group by to None.
3. On the Display Options tab:
   1. Leave Layout as Detailed.
   2. Leave Display Report Total
   3. Leave Display Group Total
   4. Leave Display Sub-Group Total
   5. Leave Display Sub-Sub-Group Total

We have been using the classic Expenses by Staff – Open Report, and need to continue to see comparable values. Can I run the Mango+ Time/Expense Records Report to produce the same values as the classic report?

You can use the following steps to generate a Mango+ Time/Expense Records Report that matches the Expenses by Staff – Open Report.

1. On the Filter tab:
   1. Select the desired date range.
   2. Set Record Types to Expenses.
   3. Set Billing Status to Unbilled.
   4. Set other filters as desired.
2. On the Sort tab:
   1. Leave Sort by as Date.
   2. Leave Sort Order as Ascending.
   3. Leave Group by as Client.
   4. Leave Group Sort Order as Ascending.
   5. Set Sub-Group by to User.
   6. Leave Sub-Group Sort Order as Ascending.
   7. Set Sub-Sub-Group by to None.
3. On the Display Options tab:
   1. Leave Layout as Detailed.
   2. Leave Display Report Total
   3. Leave Display Group Total
   4. Leave Display Sub-Group Total
   5. Leave Display Sub-Sub-Group Total

Common Questions

The Mango+ Reports tab is not available. Why?

The Mango+ 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 Mango+ Reports tab. How can I access it?

On some devices, the screen does not show enough space for the Mango+ Reports tab to be displayed. Try decreasing the Zoom setting in your browser to provide more space.

Can we change the orientation of the Mango+ reports?

No, Mango+ reports print in landscape in order for all columns to fit on the page.

Learn More

• Mango+ Reports Overview
• Reports Overview