Brief the Custom report below worked well until we introduced Invoicing through “Billable Time”. In this particular company the Billable time tab “Billable time” seems hard coded to Billable time - Invoiced in the CoA.
Now Billable Time generated from Sales Orders and then converted through the copy process to Invoices assigns the Sales Order Billable time to Billable time - SO in the CoA. So all fine and reporting correctly in CoA showing what is billed through Sales Orders (SO) and what is billed through the Billable time Tab / Customer Tab invoice generation process.
The Problem
When the Custom report is used for reporting a sales person’s invoiced Billable time the report sums the time from the Billable time tab and the time from its generated sales invoice (Double up so to speak for that particular invoice). Thus for all the Invoices generated via the customer tab, as dictated by the billable time tab, are inflated values (eg. 30mins billable time is reported as 1Hr in the custom report). 30min as found in billable time tab and 30 from the generated invoice.
So I thought I will share the fix as it involved some fiddling around with search / filter name.
Solved
CoA names used
Here the result is consistent and delivers what is expected.
Can also see the reports are now showing only Billable time - SO and Billable time - invoiced and the Sales guys are not doing as wonderful as they thought.