The Gross Profit and Hours Comparison report gives you a side-by-side view of billed hours and profitability across two date ranges you choose, so you can measure exactly how performance has shifted period-over-period at the employer, office, department, job type, or individual user level.
Accessing the Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type GROSS
- Click on the Gross Profit and Hours Comparison Report
Understanding This Report
What This Report Shows You
The Gross Profit and Hours Comparison report displays billed hours and profitability data across two date ranges you define — a First Date Range and a Second Date Range — along with the calculated Difference between them. Each row represents a unique combination of employer, office, department, job type, WC code, and user, giving you a detailed, side-by-side comparison of how bill hours, bill amount, GP-adjusted bill, gross profit, and gross profit percentage changed between the two periods.
Why Use This Report
This report helps you manage day-to-day operations and answer critical questions:
- How did gross profit change for a specific office, department, or job type between two periods?
- Which users saw the largest increase or decrease in billed hours period-over-period?
- Are GP% margins trending up or down for a particular company or job type?
- How much did burden costs affect profitability across the two periods?
- Which region or office experienced the biggest swing in gross profit?
- How did rolling results up to the parent company change the profitability picture?
Who Benefits From This Report
Different roles use this report to address specific operational needs:
Finance Managers: Rely on this report to verify period-over-period profitability, validate the impact of burden costs, and analyze margin trends across companies and job types.
Executive Leadership: Use the comparison view to monitor overall gross profit trends, identify regions or offices with the strongest performance, and inform strategic decisions.
Branch and Regional Managers: Track how their office or region’s billed hours and profitability are trending between two periods, helping them recognize wins and plan next steps.
Account and Sales Managers: Use the report to review how specific companies or job types are performing period-over-period, strengthening client conversations with concrete data.
Using Filters
Filters appear on the right side of your screen and help you focus on specific segments of your data. All filters default to “Include all” when you first open the report.
Available Filters
| Filter Name | What It Does | When to Use It |
|---|---|---|
| Division | Filters the report to specific divisions. | Use to narrow results to one or more divisions when comparing performance across a subset of your organization. |
| Region | Filters the report to specific regions. | Use when comparing gross profit and hours trends for a particular region. |
| Office | Filters the report to specific offices. | Use to focus the comparison on one or more individual offices. |
| Company | Filters the report to specific companies. | Use to isolate results for a specific client company. |
| Job Type | Filters the report to specific job types. | Use to compare profitability trends for a particular job type. |
| Roll Up To Parent Company | Yes/No selection that determines whether transactions are grouped under their parent company. | Set to Yes to view consolidated results across a company’s subsidiaries; set to No to keep results broken out by individual company. |
| Include Burden Factor | Yes/No selection that determines whether burden costs are included in the Gross Profit and GP(%) calculations. | Set to Yes to see fully burdened profitability; set to No to view profitability before burden is applied. |
| User Type | Determines which role — Talent, Placement, Job Entered By, or Recruiter — the User field and User filter reflect. | Use to compare performance by the specific role most relevant to your analysis. |
| User | Filters the report to specific users, based on the role selected in User Type. | Use to review gross profit and hours trends for an individual recruiter, salesperson, or other user. |
| Date Type | Determines whether the date range filters apply to the Accounting Period Date or the Week Worked date. | Use Accounting Period Date for period-based financial comparisons, or Week Worked for comparisons tied to when work was actually performed. |
| First Start Date / First End Date | Define the boundaries of the First Date Range used for comparison. | Use to set the earlier, or baseline, period you want to compare against. |
| Second Start Date / Second End Date | Define the boundaries of the Second Date Range used for comparison. | Use to set the later, or comparison, period you’re measuring against the first. |
Applying Your Filter Selections
- Click on the edit icon next to any filter name to expand it
- Make your selections by checking boxes or choosing from dropdowns
- Click Apply to update the report with your filtered view
- Click Cancel to discard changes and return to the previous filter state
Reading the Data
The Gross Profit and Hours Comparison report displays each employer, office, department, job type, and user combination as a separate row with comprehensive bill hours and profitability details for the First Date Range, the Second Date Range, and the Difference between them. The extensive field list allows you to export exactly the information you need for your specific use case.
Key Field Categories
The identifying fields below are followed by three parallel sets of metrics—one for the First Date Range, one for the Second Date Range, and one showing the Difference (Second minus First) between them.
| Field Name | Description |
|---|---|
| Transaction Employer | The employer, or agency, associated with the transaction. |
| Transaction Region | The region tied to the transaction. Hidden by default—add it from the column selector if you need it. |
| Transaction Office | The office associated with the transaction. |
| Company | The company associated with the transaction (also referred to as Transaction Company Name). |
| Department | The department associated with the transaction. |
| Job Type | The type of job associated with the transaction. |
| WC Code | The workers’ compensation code associated with the transaction. |
| User | The user—Talent, Placement, Job Entered By, or Recruiter, depending on your User Type filter selection—associated with the transaction. |
| First Bill Hrs | Total billed hours for the First Date Range. |
| First Bill Amnt | Total billed amount for the First Date Range. |
| First GP Adj Bill | Gross profit adjustment to billing for the First Date Range. |
| First Gross Profit | Gross profit for the First Date Range, calculated as (Bill Amount + GP Adj Bill − Discount Amount) − (Gross Wages + Agency Cost + Employer Taxes + Worker Comp + GP Adj Pay + GP Adj Cost + Burden). |
| First GP(%) | Gross profit percentage for the First Date Range, calculated as Gross Profit ÷ (Bill Amount + GP Adj Bill − Discount Amount). |
| Second Bill Hrs | Total billed hours for the Second Date Range. |
| Second Bill Amnt | Total billed amount for the Second Date Range. |
| Second GP Adj Bill | Gross profit adjustment to billing for the Second Date Range. |
| Second Gross Profit | Gross profit for the Second Date Range, calculated the same way as First Gross Profit. |
| Second GP(%) | Gross profit percentage for the Second Date Range, calculated the same way as First GP(%). |
| Difference Bill Hrs | The change in billed hours between the Second and First Date Ranges (Second minus First). |
| Difference Bill Amnt | The change in billed amount between the Second and First Date Ranges. |
| Difference GP Adj Bill | The change in GP Adj Bill between the Second and First Date Ranges. |
| Difference Gross Profit | The change in Gross Profit between the Second and First Date Ranges. |
| Difference GP(%) | The change in GP(%) between the Second and First Date Ranges. |
Practical Applications
The Gross Profit and Hours Comparison report empowers finance and operations teams to measure real progress instead of guessing at trends. Branch managers can celebrate offices where gross profit climbed period-over-period and identify which job types or companies drove the improvement. Finance managers strengthen margin analysis by toggling the burden factor on and off to see profitability from both perspectives, while executive leadership gets a clear, side-by-side view of which regions are elevating overall performance. Because every row breaks results down by employer, office, department, job type, and user, teams can drill into exactly where hours and profitability grew—or pinpoint the specific segment behind a dip—and take targeted action. Comparing any two periods you choose, not just consecutive ones, also lets you validate the impact of a new initiative or measure progress against a strong prior period.
Exporting Your Data
Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.
- Apply any filters you want to include in your export
- Click the three-dot menu icon (⋮) in the top right corner of the report area
- Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution
Additional Export Options
The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.
Refreshing the Report
Avionté automatically refreshes report data every 5 minutes. However, if you want to see the most current information immediately after changing filters or if you know new billing or payroll activity has been added, you can manually refresh.
- Locate the circular arrow icon above the filter panel on the right side
- Hover over the icon to see it expand and display the word “UPDATE”
- Click the icon to re-run the report based on your current filter selections
The report will reload with the latest data from your database, reflecting any new transactions or updated information since you last viewed it.
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