This report shows the profit/loss for each Job. Use this report to view all income, expenses and profits associated with job costing transactions. Output can be filtered by customer, supplier, time period, milestone, status and more.
Data from this report can be exported in Excel, PDF or RTF format.
|Reporting Period||Allow user to select the reporting period from a list of options are set custom a custom date range|
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving of a layout for potential future use.|
|Reset Layout||Resets layout to the default layout or selected saved layout.|
Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters.
The following output fields are available for this report.
|Customer||Name of customer the job was done for.|
|Job #||Job number.|
|Status||Status of the job.|
|Milestone||Job milestone profit/loss transaction is related to.|
|Type||Type of profit/loss transaction.|
|Date||Effective Date of profit/loss transaction.|
|Reference||Transaction document number reference.|
|Contact||Job contact details.|
|Supplier||Supplier name for transaction type "Purchase".|
|Start||Date when job started.|
|Finish||Date when job has been completed.|
|Year||Year of Effective Date of profit/loss transaction.|
|Quarter||Quarter of Effective Date of profit/loss transaction.|
|Month||Month of Effective Date of profit/loss transaction.|
|Expense||Expense associated with the transaction in base currency without tax.|
|Tax||Tax associated with the transaction in base currency.|
|Income||Income associated with the transaction in base currency without tax.|
|Profit||Profit = Income - Expense.|