Standard Report - Gross Profit and Hours Comparison Report

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		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
First Start Date	Start Date for First Date Range
First End Date	End Date for First Date Range
Second Start Date	Start Date for Second Date Range
Second End Date	End Date for Second Date Range
Group By	Branch, User, Customer, OrderType, WcCode
Branch	All available branches
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

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.
First Date Range
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)
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)
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
	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

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.