The Agreement Profitability Report is used to provide profitability information for Agreements. This report reflects billing amounts for agreements and actual costs for labor, material and other costs. It provides key metrics to determine overall profitability for Service Agreements and includes information such as Start Date, End Date, and Anniversary Date.
Sort By Use the Sort By drop-list to set which field determines the report’s sort order. For example, if Agreement No is chosen, the report will present the specified information in numerical order according to the Agreement Number. Similarly, if Begin Date is chosen, the system would present the data in Begin Date Order.
- Agreement Number
- Agreement Type
- Begin Date
- Anniversary Date
Selection Criteria In the Selection Criteria area of the screen, change the Start and End value for any values of the available filter options. Users can select multiple selection criteria for the report.
- Transaction Dates: Select a From Date and To Date to include jobs between that range in the report. Also specify if the range is for date the job was marked as Complete or the date the job was Received.
- Agreement: Input a portion of an Agreement Number and click Find to generate a list of agreements. Select one, a few, or all of the agreements by clicking the check boxes next to the desired agreements.
- Agreement Type: Input a portion of an Agreement Type and click Find to generate a list of agreement types. Select one, a few, or all of the agreement types by clicking the check boxes next to the desired agreement types.
Once all of the selection criteria has been input, the user will click the Print button to run the report. The report will show every job transaction detail for all of the jobs that fit the selection criteria. Once in the report, the user can click on a job number to go directly to the complete job details for the selected job.