Standard Report - KPI Report

Report Description

This report shows a graphical representation of different data comparisons:

• Gross Profit vs Accounting Period Date (per Branch)
• Gross Profit YTD vs Order Type (per Branch)
• Revenue vs Accounting Period Date (per Branch)
• Revenue YTD vs Order Type (per Branch)
• Billed Total Hours vs Accounting Period Date (per Branch)
• New Hire vs Accounting Period Date (per Branch)
• Average Turnover vs Branch
• Aging Chart
• Detailed Aging Summary (per age buckets)

Parameters

Parameter Name	Options	Explanation
Branch	All available Branches	AR Section: Invoice Branch Turnover: Order Branch New Hire: Check Branch Billed Hours: Transaction Branch Revenue: Transaction Branch Gross Profit: Transaction Branch
Start Date
End Date

Report Fields

Chart title	Explanation
Gross Profit	Line Graph Y – Axis = Gross Profit [Gross Profit from Transaction Detail] X – Axis = Accounting Period Date [Transaction Branch] There will be 1 line per Branch Logic for Gross Profit: Gross Profit = (BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden)
Gross Profit YTD	Stacked Vertical Bar Diagram Y – Axis = YTD Gross Profit [YTD Gross Profit from Transaction Detail] X – Axis = Branch [Transaction Branch] Each Bar will be split into its constituting Order Types There will be 1 bar per Branch
Revenue	Line Graph Y – Axis = Revenue [Total Sales/Total Bill from Transaction Detail] X – Axis = Accounting Period Date [Transaction Branch] There will be 1 line per Branch
Revenue YTD	Stacked Vertical Bar Diagram Y – Axis = YTD Revenue [YTD Sales/Total Bill from Transaction Detail] X – Axis = Branch [Transaction Branch] Each Bar will be split into its constituting Order Types There will be 1 bar per Branch
Billed Total Hours	Line Graph Y – Axis = Billed Total Hours [BillTotalHours from Transaction Detail] X – Axis = Accounting Period Date [Transaction Branch] There will be 1 line per Branch
New Hire	Line Graph Y – Axis = Total New Hires [Total no of new Employees who are getting their first ever check in date range] X – Axis = Accounting Period Date [Paycheck Branch] There will be 1 line per Branch
Average Turnover	Line Graph Y – Axis = Average Turnover [Turnover = Total Ends / Total Required] X – Axis = Branch [Staffing Order Branch] There will be 1 line per Branch *Total Ends will exclude those assignments with End Reason = Deleted-Mistakenly Entered *Total Required = Sum of Required number of all active Orders in range
Average Aging	Pie Chart This chart will show % composition of total Balance Amount per Supplier
Detailed Age Bucket division of AR	Total Balance Amount split into different Age Buckets per Invoice Branch