A new Margin Report has been added to the software and will be available after version 1.00.17.213. From Version1.00.20.099 (or later) the report is accessible from the [ADMIN] tab to make it more easily accessible.
The report will allow users to generate a report showing the TOTAL Margin between two dates, split between different TEAMS. It is possible to drill-down into the displayed information to get further breakdown about specific individuals or sites.
There are several tabs of information relating to PERM placements, Contracts and Bookings (Temps).
Contents (Click item to jump to the section)
TABLE OF CONTENTS
System Setup
From v1.00.21.099 the item can be displayed in the [ADMIN] section of the system and is controlled with parameters;
PRO-ADMN, Priorities(10) - Priority level for access to this option
PRO-ADMN, Glossary(4) - Name for the option (Default is 'Margin Report')
Access to the option can be controlled with a priority level as above, or a specific User list, by utilising the User Access Control (UAC) feature.
It is also possible to control how the reports consider 'Consultant' using parameters in the FINREP parameter set.
| Parameter | Description |
| FINREP, Flag(1) | Cons for PERMS from Client/Site/CanD/Vac/Match |
| FINREP, Flag(2) | Cons for CONTRACTS from Client/Site/CanD/Vac/Match |
| FINREP, Flag(3) | Cons for TEMP VACs from Client/Site/CanD/Vac/Match |
| FINREP, Flag(4) | Cons for BOOK Req's from Client/Site/CanD/Vac/Match |
| FINREP, Flag(5) | Cons for Bookings from Client/Site/CanD/Vac/Match |
| FINREP, Flag(6-9) | Cons for XXX use Splits if Specified (Perms, Contracts Book Req's, Vacancy Bkgs) |
| FINREP, Flag(10/11) | Use Start Date or Placement Date (Contracts / Perms) |
| RECF, Flag(4) From v1.00.23.310 or later | Sundries on Margin Rpt (Default/Prompt/No) |
How To Run the Report
Choose Maintenance > Reporting Tools > Margin Report or
ADMIN > Margin Report (after v1.00.21.099)
Once the report opens select a date range, then press [OK] at the bottom right to generate the report. Having generated the report several tabs will be displayed.
Totals
This tab will show the total margin for the selected period, split between Perm, Contract & Bookings
Using the [+] it is possible to expand the TEAM selections at the left hand side to see more details about individual members of each team.
| NOTE: The Contract revenue displayed on the [Totals] tab is based upon the Forecast values for Contracts rather than Actuals. This is because the From/To dates which are chosen may extend beyond the current period and there may be no Actual data (timesheets) received yet. |
Perms
This tab will display details of the Margin made from PERM placements during the selected period. Once again it is possible to drill-in and find more information about sections of the report using the [+] buttons.
| Remember: The revenue from PERM placements can be considered at either Placement Date or Start Date or Due Date dependant upon the setting of parameter FINREP, Flag(11) - [The default setting is 'Placement' date unless it has been changed] |
Contracts
This tab displays information relating to any contract placements made during the selected period. It is possible to drill-in to the information by using the [+] displayed within the information grid.
| Remember: When searching using dates, the daterange might relate to their START DATE or their PLACEMENT DATE,Depending upon the setting of parameter FINREP(10) |
| NOTE: In early versions of the software, prior to 1.00.22.165 the [Contracts] tab considered ANY match record where a Placement record had been created. From release1.00.22.165 or later the system will only consider matches at the stage PLA (Placed) or better. |
NOTE: From v1.00.23.216 there is an option to display the Contract figures NETT of WTD/NI
Note: From v1.00.23.310 or later,
Bookings
This tab will display margin information relating to any bookings for Temporary Workers which have been recorded on the system. As with the other tabs, it is possible to drill-down into more detail about the financial information using the [+] button to expand the relevant sections of the report.
From v1.00.23.310 or later - It is possible to Include 'Sundries' added directly on the line within TIMESHEET ENTRY
Controlled with parameter RECF, Flag(4)
Exporting to Excel
At the bottom left of each tab is an [Excel] button. This will allow users to export the content of the selected tab into MS Excel for further analysis.
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