Viewing Profit Analysis Reports - 365 Accounts

The Profit Analysis Reports screen shows the profit on jobs per customer account.

To access this screen:

1. Click on Profit Analysis from the Reports dropdown menu.
   
   

Search

To search for customer accounts:

1. Configure your search criteria.
   
   
2. Then click Search.

The table will then be populated based on your search criteria. 

Note: At the bottom of the table there is also the totals for every customer account combined.

Export

To export this report:

1. Click on the Export Priced Job Report button.
   
   
2. Configure your export settings.
   
   
3. Then click Export.