The Gross Margin report will calculate the timesheet pay and charge difference, and give a percentage.
To access the Gross Margin Report, navigate to the Reports are via the grid-menu.
Running the Gross Margin Report
State Date: Mandatory - enter the start date for the reporting period
End Date: Mandatory - enter the end date for the reporting period
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