The Gross Margin report calculates the difference between the amount paid for timesheet hours and the amount charged to clients, and presents this as a percentage to indicate profitability.
Running the Gross Margin Report
Enter in the below details and select Download
Timesheet Status:
Mandatory - This field is stackable, so multiple timesheet status can be selected, there is also the option to select all timesheet status
Approved: Run the report on timesheets that have been approved
Awaiting Approval: Run the report on timesheets that have been submitted but are awaiting Agency Approval
Awaiting Authorisation: Run the report on timesheets that have been submitted but are awaiting Client Authorisation
Rejected: Run the report on timesheets that have been rejected
Timesheet Date:
Mandatory - The timesheet action date that the date range for the report will look at
Approved Date: The date that the timesheet was approved
Submitted Date: The date that the timesheet was submitted
Period End Date: The period end date of the timesheet
State Date:
Mandatory - enter the start date for the reporting period
End Date:
Mandatory - enter the end date for the reporting period