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Profit and loss reports

The following profit and loss reports are available.

Profit and Loss by Resource

The Profit and Loss by Resource report provides a report for charges by account, resource, resource group broken down by tiers.

The results are Revenue and Cost of Goods Sold categories that you can expand in the report for more detail.

Profit and Loss by Resource (Expanded)

The Profit and Loss by Resource (Expanded) report provides a report for charges by account, resource, resource group broken down by tiers. This lists all accounts at the selected level and their total charges, and calculates the price margin between cost of goods sold (COGS) and price resource.

After running the report, click any of the Units links to open the Resource Detail Invoice page where you can specify the identifiers by which to slice the data in the detailed invoice output.

Profit and Loss by Account

Lists all accounts at the selected level and their total charges, and calculates the price margin between cost of goods sold (COGS) and price resource.

You can select Expand to Resource to break the results down by resource when the top-level items are expanded. By default, the report breaks down the results by the next highest account level.

This report allows you to open a Standard Invoice report for any listed account and to expand any listed account to show its child accounts.

COGS Invoice With Tiers

COGS Invoice With Tiers provides charges by account, resource, and resource group, broken down by tiers for selected parameters if the summary table contains multiple tiers for a resource ID. This groups price resources first, then cost of goods sold (COGS) resources second.

After running the report, click any of the Units links to open the Resource Detail Invoice page where you can specify the identifiers by which to slice the data in the detailed invoice output.

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