The Actual vs Budget WIP with invoice partner level report provides an overview of key WIP and revenue metrics, including:
WIP charged (WIP related to WIP invoiced)
Write‑on
Actual fee (WIP + non‑WIP invoiced)
Write‑on percentage
Budget
Over or under budget for the selected month and year‑to‑date period
The report includes slicers for Partner, Budget org hierarchy and Fiscal month date range. The End month slicer determines the monthly period, and the Start month slicer determines the YTD range. Drill‑through is enabled on the Write‑on and Actual fee columns for both MTH and YTD values.
Set up the Actual vs Budget partner level WIP with invoice report
This section explains how to set up and customise the Actual vs Budget WIP with invoice partner level report.
1. Download the report file
Download and save Actual vs Budget partner level WIP with Invoice report.zap
2. Log into Zap Data Hub
3. Open the Designer
From the Zap Data Hub menu, click Designer
4. Import the report
Open your Personal folder
From the Folder menu, click Import
Select Actual vs Budget WIP with invoice partner level report.zap
Click Open
Complete the required fields
Click Next and follow the prompts
Click Close
5. Save the report
Click Save, then click Close from the Home menu
The Actual vs Budget WIP with invoice partner level report is now ready to use.