Required Setup
- In Order to pull correct DH Fee, the category for Direct Hire should be “DirectHire”.
- User is pulled from Transaction Extra, so any user type that you are planning to run this report for, should be setup with Property CopyToTransaction = True & user needs to be updated/added before the transaction is generated and processed in Time Entry.
***Once New Report is deployed, need to fix ER Contributions.
Report Description
See how much gross profit your company is making and see the information that makes up the gross profit.
Parameters
|
Parameter Name |
Options |
Explanation |
|
Roll up to Parent Customer |
True/False |
Based on this parameter, result will either displayed per individual customer department or rolled into Root Customer. |
|
Customer Name |
|
Filters results by Customer Name. |
|
Date Type |
Accounting Period Date, Week Worked |
Transaction’s Accounting Period or Week Worked. |
|
Order Type |
All Temp & DH Order types |
|
|
Start Date |
|
|
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End Date |
|
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|
Group By |
Branch, User, Customer, OrderType, WcCode, Employee |
|
|
Branch |
All available branches |
|
|
User Level |
Assignment, Customer, Order |
|
|
User Type |
All Available user types based on User Level selected. |
|
|
Show Legend |
True/False |
This will show/hide legends of columns description & calculation in 1st page of the report. |
|
Include burden Factor |
True/False |
Pulls number based on Admin Tools >> Burden Factor. |
|
User |
All Active and Visible users |
|
Report Fields
|
Field Name |
Explanation |
|
Branch |
Transaction Branch. Will be visible when Branch is selected under Group By Parameter. |
|
User |
Pulls User Description from Transaction Extra based on User Level and User type parameter selected. System copies User when each transaction is generated only if Copy To Transaction Property is set to be True. Will be visible when User is selected under Group By Parameter. |
|
Customer |
Customer Name from Transaction. Will be visible when Customer is selected under Group By Parameter. |
|
Order Type |
Order type from Transaction. Will be visible when Order type is selected under Group By Parameter. |
|
Wc Code |
Worker comp code from Transaction Will be visible when Wc Code is selected under Group By Parameter. |
|
Employee Name |
Employee Name from Transaction Will be visible when Employee Name is selected under Group By Parameter. |
|
Pay/Bill Hrs |
Pay and Bill Total hours. If Pay and Bill hours are same, it will only show the hours only one time. Like 40.00 else it will show them in Pay/Bill format 40.00/35.00 Hours in Avionté is calculated as SUM of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True. |
|
Bill Amount |
Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = 0 |
|
DH Fee |
Sum of Item Bill for Transaction Type that is under Category “DirectHire” |
|
GP Adj Bill |
Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True. |
|
Discount |
Discount Amount, if used. |
|
Gross Wages |
Sum of Item pay for transaction types that is taxable. i.e. Is Adjustment = False |
|
GP Adj Pay |
Sum of Item Pay for Transaction types that is nontaxable and has property GPCalculation set to True. |
|
Agency Cost |
Sum of Item pay is transaction is linked to Agency or Non W2 Employee (Sub contractors) |
|
Employer Taxes |
Sum of all Employer Taxes. |
|
Worker Comp |
Sum of Worker Comp Cost. |
|
Non Adj Cost |
|
|
GP Adj Cost |
Sum of Item Cost for Transaction types that is nontaxable and has property GPCalculation set to True. |
|
Burden |
Sum of Additional Burden, if used (Admin tools >> Burden) |
|
Gross Profit |
(BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden) |
|
GP/Billed Hour |
Gross Profit divided by Bill Hours |
|
GP(%) |
Gross Profit divided by (BillAmount + GPAdjBill – DiscountAmount) |
