Business Summary

You can filter the report for client and Project Analysis codes.

The report's header contains information about the filtering options you have selected.

The Repeat Groups option in the Grouping tab enables you to generate a separate report for each member of an analysis group.

Suppose that you select the Manager analysis group in the Repeat Groups view. The report will be generated separately for each member of the Manager analysis group.

You can also include a summary with each report, or generate report summaries only.

The Profit checkbox enables you to include profit in the report. This is calculated as follows:

Profit = (Invoices - Credits) - (Expense / Outlay + Employee Cost)

By default, the Profit Nett column totals of the profit amounts from invoices etc.

However, when Revised Profit Nett is enabled, the Profit Nett column instead calculates profit using Invoices – Total amounts.

Selecting the Revised Profit Nett checkbox also affects the report in the following ways:

• It disables the following report options:
  • Recovery Factor
  • Carry Forwards as Time
• It excludes carry-forwards and journals from the Time column.
• It adds an extra column for carry-forwards and journals.
• It excludes the Billed, Unbilled, Employee Cost and Budgeted columns from the report.