Billing reports
Hi there
I need to know if certain reporting features are possible on Wrike. Primarily we need to report on amounts billed over time/projects.
here is a sampling of scenarios that I would need to use for billing reporting:
- Client A, retainer, £5k/month for 12 months, starts 15 December 2021
- Client B, retainer, £10k/month for 6 months, starts 15 February 2022
- Client C, project, £12k, 60-day timeline, half up front and half on completion, starts 15 January 2022
- Client D, project, £4k, 30-day timeline, full amount up front, starts 15 January 2022
Based on this, I would expect to see the following:
- £5k for December
- £15k for January
- £15k for February
- £21k for March
- £15k pm for April-July
- £5k pm for August-November
I'd also need to be able to see (either on the report or click to drill down) what was making up those numbers.
Looking forward to seeing if this is possible - thanks!