Profit Report

This report summarizes profit/loss data based on pay amounts and bill amounts. You can customize this report to break down the data by employee, project, group, etc.

Note that all employee data will be shown in the employee's time zone, regardless of the time zone of the person running the report. For instance, if the report is run by a reporter in the Pacific Time for Jan 1-Jan 7, it will correctly summarize data for an employee in Brisbane using Jan 1 - Jan 7 Brisbane Time. This is different than other timesheet summary reports that do not shift the data.

When creating or editing this report you can set the following properties:

Property	Description
Name	The report name or title, up to 80 characters (required).
Description	A description for the report, up to 255 characters.
Template	A read-only property that indicates which report was used as the template for creating this report.
Published	If checked then this report can be run by other employees. You can limit which employees can access a published report by clicking the button to the right of the check box and selecting the appropriate permission levels. Publishing a report does not allow others to edit it - only the employee who created the report can subsequently edit it.
Reporting Period	The default time period for the report. The reporting period can be overridden when running the report.
Grouping Columns	The list of columns by which to group or summarize the report data into rows (required). You can add or remove columns, and click and drag to change the column order. The list of columns is limited to data that can be recorded with time entries, such as employee and project values, timesheet custom fields, etc. You must have at least one but no more than 10 grouping columns. Note that the report will automatically insert subtotal rows in the report if you select more than one type of column. For instance, if you have 2 columns, Project.Name and Employee.Name, then the report will insert a subtotal row after each group of projects. If you have 3 columns, Customer.Name, Project.Name and Employee.Name, then the report will insert a subtotal row after each group of projects and after each group of customers.
Data Columns	The list of data columns to summarize (required). You can add or remove columns, and click and drag to change the column order. The list of columns is limited to data that is numeric and can be recorded with time entries, such as hours, leave, RT, OT, etc. You must have at least one but no more than 25 data columns. Some data columns are treated differently than in other timesheet summary reports: The "Time Entry.Pay Amount" and "Time Entry.Bill Amount" columns are computed as the sum of the adjusted rate multiplied by the hours. The pay rates and bill rates used in the calculation are adjusted based on OT/RT/DT factors. For instance, OT hours are paid at 1.5 times the RT rate. You can modify the rate factors by clicking the Options button on the report. Note that the base or RT rate values used are the rates in effect when the time entry was recorded: the total amounts will be correct whether there was only one rate or multiple rates used in the reporting interval. The "Time Entry.Pay Rate" and "Time Entry.Bill Rate" columns will show the unadjusted rate value (e.g. the base or RT rate). Note that if more than one rate was used during the reporting interval then the maximum rate during the interval will be shown. The Calculation.Profit column will show the result of subtracting the total pay amount from the total bill amount.
Submitted Filter	Use this filter to restrict the report to only hours for timesheets that are Submitted (locked), or only hours for timesheets that are Open (unsubmitted). By default all timesheet data is reported on, regardless of its submission status.