The Top Clients by Amount Invoiced report shows which clients and projects generated the most revenue. Often used for reporting and applying for indemnity insurance by ranking your top clients. It also helps you focus your time and energy on the work that delivers the biggest income. Because this report includes the values of time spent on those same clients. It’s also useful for business development, planning for lower-performing clients, and providing context for accounting purposes.

Our January 2026 webinar demonstrates how to use the Top Clients by Amount Invoiced report to identify high-revenue clients and projects. We also cover the Hours Worked by Employee, Client and Project by Month report, highlighting employee productivity, chargeable versus non-chargeable time, and monthly work patterns. These reports help review last year’s client performance and team efficiency, providing data to guide planning and resource allocation in the future