Classic report: Block contracts balance

The Block Contracts Balance report shows contract details, as well as a summary of the selected time periods, including a drill down into each ticket, hours/money used, remaining, and overage (if applicable).

Note: Only tickets with a 'Closed' or 'Resolved' status will appear in the report. Tickets must be closed or resolved during the selected time period.

The Block Contracts Balance Report

Total Balance

This refers to the total balance rolled over from when the contract began.
Note: This is only applicable if the Roll over remaining balance option on the contract is checked. Learn more

Summary

This section includes the block hours used, the remaining balance of block hours, and the hours covered by an overage rate (if applicable).

Note: This is only relevant for the time period(s) selected.

Contracts

This section contains details about Block Hour Contracts, including the contract's name, the overall amount of block hours (Contract Amount), and the number of tickets for the time period selected.

To view all the tickets, click the chevron () next to Tickets (Selected Periods). This will display relevant information about tickets, including Ticket ID, Ticket Title, Creation Date, Resolved Date, Work Hours, and Ticket Status.

Note: When a Block Hours contract usage exceeds the minimum threshold of 80% or the maximum of 95%, you will automatically receive a notification under the Notification Center.

Generate the Block Contracts Balance Report

1. From Reports (on the sidebar), click Classic Reports > Block Contracts Balance.

The Block Contracts Balance Report page appears.

2. Select the report parameters:

• Customer Name
• Contract Name(s)
• Time Period

Note: Only time periods relevant to the selected customer and contract will appear.

3. Click Generate. The Block Contracts Balance report appears (see What is in the Block Contracts Balance report).

To export the Block Contracts Balance report:

Click the Export dropdown in the upper-right corner and select Excel or PDF. 

Schedule Block contracts balance report

You can schedule the Block contracts balance report to be delivered to your customer's or technician's inbox on a regular day/time of your choosing. Check out this article to learn more about scheduling a report.

You can schedule the Block contracts balance report to be delivered to your users' or technicians' inboxes on a regular day/time of your choosing. Check out this article to learn more about scheduling a report.