Profitability

Use the Profitability command to produce a report showing comparative figures for expenses, revenues and profits. The subtotal analysis depends on the sequence and criteria options you choose, but 'company' totals are always provided at the end of the report. Columns in the report include values for budget, actual, uplifted and committed amounts.

To Print the Profitability Report

1. Open the Costing folder and click Reports or click the Financials tab on the Ribbon Bar and then click Costing - Reports.

2. Click Profitability.

3. Under Sequence, click to select the sequence for the report. You can select 'Job', 'Contract' or 'Department', 'Sales Account' or 'Project Leader' from a list. The default is 'Contract'. You can then specify the range of records according to the sequence chosen.

4. Select the transaction range options you want. You can produce the report for today's or this period's transactions only, or for a range of dates or periods. If you select the Date Range option, under Transaction Dates, enter the range of dates required. If you select the Period Range option, under Year/Period, enter the range of periods required.

5. If you want to include commitments in the report, select the Include Commitments option.

6. If you want to include jobs already completed in the report, select the Include Completed Job option.

7. If you do not want to show transaction details for the cost types, clear the Show Transactions option.

8. If you want totals per cost code, select the Show Cost Code Totals option.

9. On the Criteria tab, you can specify additional selection criteria. You can define ranges for department, sales account and project leader.

10. Click OK. On the Publisher form, click the tab to select the output device you want to use and then complete any settings or options you want to apply to the output device. To process the output, click Publish.