Standard Report - User Scorecard

Required Setup

User is pulled from Transaction Extra, so any user type for which this report will run should be set up with the property CopyToTransaction = True and the user needs to be updated/added before the transaction is generated and processed in Time Entry.

Report Description

This report ranks your Users in terms of Gross Profit to help you to determine who are your top Account Managers, Sales Reps, and Recruiters. This report can also be sent as a regular PUSH report to your teams to help increase competition and productivity.

Parameters

Parameter Name	Options	Explanation
Start Date		Transaction’s Accounting Period or Week Worked.
End Date		Transaction’s Accounting Period or Week Worked.
User Level	Assignment, Customer, Order
User Type	All Available user types based on User Level selected.
Date Type	Accounting Period, Week Worked	Transaction’s Accounting Period or Week Worked.

Report Fields

Field Name	Explanation
Rank ID	Rank users in order by Gross Profit
User Name	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.
User Branch	User Branch.
Hours	Total Billed Hours (all Transaction Types).
Avg/Rate	Total Billed Hours (all Transaction Types)/Total Item Bill (All Transaction Types).
Revenue	Total Bill Amount for all transaction types.
Wages	Total gross wages for all Transaction Types.
Agency Cost	Total agency cost for all Transaction Types.
GP $	Total Gross Profit.
GP %	GrossProfit divided by ( BillAmount + GPAdjustmentBill -DiscountAmount )
GM $	Gross Margin = Total Bill - Total Pay - Agency Cost
GM%	Gross Margin % = (Total Bill - Total Pay)/Total Bill * 100
Emp #	Distinct Employee Count
Cust #	Distinct Customer Count
Ord #	Distinct Order Count
Asg #	Distinct Assignment Count