Report Description
Compare how much gross profit a company is making in two different date ranges.
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 |
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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 |
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First Start Date |
Start Date for First Date Range |
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First End Date |
End Date for First Date Range |
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Second Start Date |
Start Date for Second Date Range |
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Second End Date |
End Date for Second Date Range |
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Group By |
Branch, User, Customer, OrderType, WcCode |
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Branch |
All available branches |
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User Type |
All Available user types for different User Levels. |
User Types are shown as option in following format: User Type – (User Level) |
Include burden Factor? |
True/False |
Pulls number based on Admin Tools >> Burden Factor. |
User |
All Active and Visible users |
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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. |
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First Date Range |
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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 |
GP Adj Bill |
Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True. |
Gross Profit |
(BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden) |
GP(%) |
Gross Profit divided by (BillAmount + GPAdjBill – DiscountAmount) |
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Second Date Range |
[The fields are same as in the First Date Range; Only the numbers are for different date range] |
Bill Hrs |
Pay and Bill Total hours. If Pay and Bill hours are same, it will 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 |
GP Adj Bill |
Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True. |
Gross Profit |
(BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden) |
GP(%) |
Gross Profit divided by (BillAmount + GPAdjBill – DiscountAmount) |
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Difference |
[The fields are same as in the First Date Range or Second Date Range. But, this section will show the difference of Date Range 1 and Date Range 2] |
Bill Hrs |
Bill Hrs 2 – Bill Hrs 1 |
Bill Amount |
Bill Amount 2 – Bill Amount 1 |
GP Adj Bill |
GP Adj Bill 2 – GP Adj Bill 1 |
Gross Profit |
Gross Profit 2 – Gross Profit 1 |
GP(%) |
GP% 2 – GP% 1 |
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Fields in Supplier Total Box and Report Total Box: The Supplier total box and Report Total Box only shows the Summary of Difference in Date Range 2 and Date Range 1. i.e. all the fields described below are calculated as Total Amount in Date Range 2 – Total Amount in Date Range 1 |
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. |
GP Adj Cost |
Sum of Item Cost 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. |
W. C. |
Sum of Worker Comp Cost. See https://support.avionte.com/hc/en-us/articles/211115577-WcCode-Tab-Worker-s-Compensation- to know more on how Avionté calculates worker comp Cost. |
ER Contributions |
Sum of Employer Contribution amounts |
Burden |
Sum of Additional Burden, if used (Admin tools >> Burden) |
Payroll Cost |
(Gross Wages + GP Adj Pay + Agency Cost + GP Adj Cost + W. C. + Employer Taxes + Burden + ER Contributions) |
Bill Amount |
Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = 0 |
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. |
Billed Amount |
(Bill Amount + GP Adj Bill) - Discount |
Gross Profit |
(BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden) |
Non GP Adjustment Bill |
Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to False. |
Non GP Adjustment Pay |
Sum of Item Pay for Transaction types that is nontaxable and has property GPCalculation set to False. |
Non GP Adjustment Cost |
Sum of Item Cost for Transaction types that is nontaxable and has property GPCalculation set to False. |
DH Fee |
Sum of Item Bill for Transaction Type that is under Category “DirectHire” |
Total Billed Hours |
Bill Total Hours in Date Range 2 – Bill Total Hours in Date Range 1 Hours in Avionté is calculated as SUM of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True. |
Total Paid Hours |
Pay Total Hours in Date Range 2 – Pay Total Hours in Date Range 1 Hours in Avionté is calculated as SUM of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True. |
No. of Customers |
Total Number of Customers in Date Range 2 – Total Number of Customers in Date Range 1 |
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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.
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