Margin by Project

This report displays all contract jobs associated with active projects and displays the estimated gross margin for each project and client.

1. Access Reporting> Reporting & Analytics > System Reports > Management.
2. Double-click on Margin by Project to open the workflow view in a new window.
3. While updating the form, fields marked in red are required to complete the workflow. Click on the buttons to the right of certain fields to open a new window which will allow you to search and select options related to that specific field or choose a date.
4. The Branch and Division are additional optional criteria to further filter the report results. These options will match to the timecard records.

5. Click Run to generate the report. Click Export to Excel to generate a spreadsheet.

   

6. The header displays the report name. The report is sorted by client and project. Totals are given for the project, client and for all records listed on the report.

Full Report