Total Time & Sales by Job Report
This report shows a total time spent (billable/non billable breakdown), costs and sales generated for each job (over all jobs, all staff).
To access this report go to Live Reporting > Time and select the Total Time & Sales by Job report.
You can run this report using the following criteria:
Date Range
Client Supp Name (Client or Supplier name)
Job Number
Project Number
Branch
Client Manager
The report shows Client, Client Manager, Job Number and Job Name
If a time entry is found in the date range specified, all time and materials for the corresponding job/s is displayed by client. The time is broken down into Non-Billable and Billable Time with a total number of hours worked.
Whether a time entry is billable or not is determined when a user enters their time against a task.
The report then shows the Cost rates of Time & Materials entries and Purchase Orders
The Cost value is based first on the Cost assigned to the staff member under the Administration > Users section,
or if this is left blank, the Buy price for the Cost Matrix item in the Cost Matrix.
NOTE: Purchase Orders returned in the report will be any order with a status of “On Order”, “Received” or “Exported”. If you create your own Order statuses they will not be picked up by the report.
The Sell Total comes from all of the invoices for the jobs that have been found (when dates are specified, it will still show all invoices for jobs with time found in the date range).
Finally the report shows Gross Profit (Sell less Active Orders) and Gross Hourly Rate (Gross Profit divided by Total Time)
NOTE: All non-home branch figures are converted to the home branch currency using the exchange rate values entered against a branch, unless you search by branch, in which case the result is in the branch currency.