The Fixed Amount Revenue report adds up the fixed amounts on your tasks by month and splits them by project. Each fixed amount falls in the month of its task's due date. Use it to see how much fixed-price work is due each month, and how much of it is still to invoice.

Only fixed amounts on tasks with a due date are included. Internal projects are left out. To list the fixed amounts one by one, use the Fixed Amount Details report.

Open the report

Go to Reports in the left menu. On the Standard tab, find Fixed Amount Revenue under Project Management, or type "fixed amount" in Search. Its heading reads Fixed Amount Revenue by Month.

Administrators, Finance Managers and Portfolio Managers can run this report. Project Managers don't see it.

Choose what to include

By default the report shows the 12 months of the current calendar year.

  • Period: how many months to show: Quarterly (3), Semi Annually (6) or Annually (12).
  • Ending: the last month in the report.
  • Year: the year of that last month. For example, Semi Annually ending June 2026 shows January to June 2026.
  • Customer and Project: only fixed amounts for these customers or projects.
  • Project Tags and Project Categories: only projects with these tags or categories.
  • Task Status: only fixed amounts on tasks in these statuses, for example completed tasks. Each status is listed with its task type.
  • Fixed Amount Status: Invoiced or Not Invoiced. Choose Not Invoiced to see what is still waiting to be billed.
  • Display Parameters on report: print your choices at the top of the report.

Read the report

The report has two parts.

The chart is a stacked bar chart with one bar per month and a colour per project. Point at a segment to see the project and its total for that month.

The table has a row per project, with the customer in brackets, a column per month and a Total. Projects with the largest total come first.

Save, schedule or export

Save the report with your choices so you can run it again in one click: see saving and sharing reports. On a paid plan, you can also schedule it for email delivery. Any report can be exported.