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Gross Margin Report

We are trying to run a Gross Margin by AE or Gross Margin by Client report for a specific billing period. I spoke with the C&P Helpdesk & they informed me the report can not be run by billing date or billing period. I can't believe we're the only agency that would want a report like this. Has anyone found a way to run a report like we're trying to run?

Thanks,

Cheryl Brunner Crowl, Montgomery & Clark

We have tried unsucessfully to run the same type of reports you are looking for. Excel pivot tables were our solution.

Lynnette Husted Financial Manager | BBFM, Inc.

We use Crystal reports to extract information in the format we require & also have C&P plug-ins written for us by Rebecca Cox - she is a C&P consultant see their website

Sarah Musgrave Finance Manager Simon Richards Group Australia

Cheryl, I ran into a similar problem, and the only way I figured out to get Gross Margin reports at that level of detail was to run my A/R Journal Month-to-Date, print to clipboard, Paste Special into Excel, then look at each Job Ticket, go into WIP, and key into respective columns the Actual Costs for the jobs billed, then calculate in another column the amount of Gross Profit for each job. The biggest problem with this (except for the fact that it took me about half a day to look up and key in the information) was that Partial Billed jobs cumbersome to figure out due to the fact that sometimes amounts billled to the client did not match up perfectly with what was actually spent (i.e. - Sometimes the clients would have us bill for a particular "Phase" of a job whether the work had been completed to that level or not). Call if you have questions or require further clarification.

Terry L. Jones, Jr. Controller Harvey and Daughters, Inc.

It is a report I do monthly with the Financials. All you have to do is go to Snapshots/Financial Reports/Income Statements and print out the Client P&L Analysis. It will give you sales and cost of sales and gross profit. If you make any type of job related journal entries (WIP, or media costs, etc.) be sure to include a job number for that client so it also reflects on the report. If not you will have an unallocated amount and will have to review gl to find out what was not flagged to a client.

Melanie BurdetteB2B

By "billing period", are you referring to accounting period? As long as you're posting the billing for that billing period to the same accounting period, you can run a Client P&L Analysis under >Snapshots >Financials Income Statement. I also enter direct cost by Employee in the Overhead Allocation Worksheet and the system applies a direct labor cost and overhead allocation by client when you run the P&L Analysis. I download this report into Excel so I can do a quarterly and annual analysis and sort different ways.

Jenny Hartman Roman/Peshoff, Inc.

I would say that the easiest way would be to run a Client Time by Staff summary report and then manually calculate the actual labor rate of each staff member to determine gross margin. I agree that C&P needs to be much more analytical friendly as well as more capable for professional accountants.

Michael Thomas CFO Fuse Inc.