Profit Analysis Reports - 365 Accounts (Legacy)

Profit Analysis Reports - 365 Accounts (Legacy)

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.

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.