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Standard Report - User Scorecard

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Report Description

This report ranks your Users in terms of Gross Profit to help you to determine who are your top Account Managers, Sales Reps, and Recruiters. This report can also be sent as a regular PUSH report to your teams to help increase competition and productivity.

 Parameters

Parameter Name

Options

Explanation

Start Date

 

Transaction’s Accounting Period or Week Worked.

End Date

 

Transaction’s Accounting Period or Week Worked.

User Level

Assignment, Customer, Order

 

User Type

All Available user types based on User Level selected.

 

Date Type

Accounting Period, Week Worked

 Transaction’s Accounting Period or Week Worked.

 

  

Report Fields

Field Name

Explanation

Rank ID

Rank users in order by Gross Profit

User

Pulls User Description from Transaction Extra based on User Level and User type parameter selected.

System copies User when each transaction is generated only if Copy To Transaction Property is set to be True.  

Branch

User Branch.

Hours

Total Billed Hours (all Transaction Types).

Avg/Rate

Total Billed Hours (all Transaction Types)/Total Item Bill (All Transaction Types).

Revenue

Total Bill Amount for all transaction types.

Wages

Total gross wages for all Transaction Types.

Agency Cost

Total agency cost for all Transaction Types.

Gross Profit

Total Gross Profit.

Gross Profit %

 GrossProfit divided by (  BillAmount +  GPAdjustmentBill  DiscountAmount )

Gross Margin

GM = Total Bill - Total Pay - Agency Cost

GM%

GM % = (Total Bill - Total Pay)/Total Bill * 100

Emp #

Distinct Employee Count

Cust #

Distinct Customer Count

Ord #

Distinct Order Count

Asg #

Distinct Assignment Count

   

Required Setup

User is pulled from Transaction Extra, so any user type for which this report will run should be set up with the property CopyToTransaction = True and the user needs to be updated/added before the transaction is generated and processed in Time Entry.


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