Set parameters
- Reports > Gross Profit
- In the Search By pane, specify the following search filters:
Date Type
- Job Date – Default. Displays invoice amounts for jobs scheduled to take place during the date range.
- Invoice Date – Displays invoice amounts for jobs billed during the date range.
- Post Date – Displays invoice amounts for invoices posted during the date range.
- Specify whether to select invoices based on the invoice date or posted date.
*Date From/*Date To
Required. Works with Date Type. Enter a date range. See Date Navigator.
Group By
- Sold To Firm – Default. Firm that ordered the services on the invoice.
- Bill To Firm – Firm responsible for paying the invoice for the services.
- Ordering Firm – Firm that ordered the billed job.
-
Sold To Parent Firm/Bill To Parent Firm/Ordering Parent Firm
Leave blank unless you want to analyze the gross profit for (subsidiary) firms that belong to a particular parent firm.
-
Sold To Firm/Bill To Firm/Ordering Firm
Leave blank unless you want to analyze the gross profit for a particular firm.
-
Case
Leave blank unless you want to analyze the gross profit for a particular case. To select a case, see Looking up cases.
Number of Top Clients
Enter the number of clients you want to limit from the top. Leave blank to show all clients.
Show Detail
- Yes – Default. Shows each client’s gross profit broken down by invoice.
- No – Summarizes each clients’ information into one line.
Business Units
Profit centers or parts of your business you track separately. Default is ALL. Click
to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.
View results
Click 
. RB9 lists all of the invoices that meet the specified search condition(s) as a report. The search criteria used to generate the report appear at the bottom of each page of the report above the timestamp.