Job Profitability Report
This help guide will show you how to utilise the Job Profitability Report. The report calculates expenditure and revenue from all aspects of a job to provide an accurate profit calculation.
- Navigate to Management Reporting followed by Job Profitability Report.
- You will then see the Job Profitability Report window. Below is a key on each option available for this report.
A) Will start the report from the date entered in this field. The calendar button allows a date to be selected.
B) Will end the report from the date entered in this field. The calendar button allows a date to be selected.
C) Ticking this box will narrow results to a Single Operative.
D) Enabled after ticking Single Operative box. Used to select the Operative.
E) Will report on Operatives assigned to Customer Record.
F) Will report on Operatives assigned to the Sales Order.
G)
H) Ticking this box will narrow results to a Single Project.
I) Enabled after ticking Single Project box. Used to select a project.
J) Will generate the report.
- After selecting the Generate option from the previous window, your report results will now be displayed.
- You can order your report using any of the options on the left-hand side. You can also use the
button to view the job of the highlighted Sales Order. This report can also be exported to a CSV file using the 
button and printed to a physical printer or a pdf using the
button.
If you have any further queries regarding this report, please don’t hesitate to contact our support team on the contact methods below and they will be happy to help.
Tel: +44 (0) 844 509 0030
Email: support@customerfocus.com
