Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
What is the Write-Off Report?
The write-off report shows amounts marked as written off from billable time, giving a reliable view of uncollected revenue.
To access the Write-Off report, click Analytics in the left-hand menu. From there, select Write-Off under Staff in the sub-menu.
Different Parts of the Write Off Report
Date Range and Filters
Use the filters at the top of the page to adjust the date range or narrow the results by the options listed below. To apply a filter, click Filters and select the filter type(s) you want to use. Once selected, choose the specific options to include in each filter.
People - filters to show write-off totals for selected employees
Project - filters to show write-off totals for selected projects
Category - filters to show write-off totals for projects that use the selected categories
Date Range - filters to show data within the specified time frame for past or current months
Only timesheet entries within this specific timeframe are considered
To share the page with selected filters applied, click Copy Filtered View. This generates a link that allows another Monograph user to open the page with the same filters already in place - no additional setup required.
To note: the link will only work for users with the appropriate permissions to view the page in the same state as the sender. If a user does not have access to all included data, the page will not open.
Report Summary and Graph
A visual summary highlights the total write-off percentage, total billable time logged, and total write-offs. This will update based on the filters that have been applied.
Below this, a chart displays each employee’s write-off percentage, making it easy to compare across the team.
Report Table
The report also provides a detailed breakdown of individual metrics and totals, with the ability to expand each section to view a more granular, project-level breakdown.
Where Does This Information Come From?
The information in the Write-Off report is calculated based on write-offs, billable time, and their corresponding percentages:
Write-off percentage = Write-offs ÷ Billable time logged (unadjusted)
Billable time logged = Total billable time logged during the selected period (before write-offs)
Write-offs = Total value written off during the selected period
Exporting the Write Off Report
The Write-Off report can be exported to a CSV file by clicking the Export button located in the top-right corner of the page.
By default, the following columns are included in the export:
People
Project
Billable time
Write Offs
Write Offs Percentage
Permission Settings to Access the Write Off Report
The report is only available to profiles with the “View Financial Reports” permission enabled.
Frequently Asked Questions
Can I view the specific timesheet entries that these write-offs apply to?
At this time, write-offs are applied at a high level and are not tied to specific timesheet entries.
Do write-offs affect the time log shown on the invoice?
No. The time log will continue to display all entries recorded during the invoice’s service period.