Job
Profitability Report
How Do I...
The Job Profitability report shows job balances (including the income
or expense) in detail for a specific date range. This shows the balance
at the start date of the job as well as the balance at the end date of
the job. If you exclude active jobs you can see how profitable your completed
jobs have been in the past.
Options
Select the Options button to determine
the data criteria for the reports you want to see or print. For this report
Sage 50 displays the following filter options:
- Dates: You
can enter All, Range, Today, This Period, This Quarter, This Year, This
Week-to-date, This Month-to-date, This Period-to-date, This Quarter-to-date,
This Year-to-date. You can enter specific dates that you want to see in
the From and To selection boxes.
- Sort by: You
can sort by job ID or job description.
- Summarize by:
You can summarize the report by the GL account, job, phase, cost code,
or show the report in detail.
- Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.
- Include Jobs with Zero Amounts: Select this check box to include those jobs
with zero balances.
- Include Balance Forward: Select
this check box to include balances brought forward on any jobs listed
in the report.
- Subtotal by GL Account: This
is only available when the report is summarized in detail. Select this
to print subtotals by GL account.
- Include Retainage: Select this checkbox if you want to include retainage amounts on this report. You will need to add the Receivable Retainage and Payable Retainage columns to this report to view these amounts. To add a column, select the Columns link.
Columns
Select the Columns link to choose which data fields to include and where the columns break
on your report. Tell me more about choosing report fields.
Fonts
Select the Fonts link to set the font styles for the heading and body of the report. You can also have the titles of the report show special codes, such as the
current period, today's date, an as-of date, and the company name. Tell me more about formatting reports.
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