The Profit by Customer SRS report can be printed detailing the profitability of all or specific service call types for one or all your customers. The service invoices must be posted for the call to be included in the report. Note:
| Note |
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| This report is designed to work with simple grouping of costs from multiple service calls for a single customer at a single location. Results will be inconsistent with your actual invoice amounts on grouped invoices that contain multiple divisions. |
As service calls are completed and posted, this report displays the customer profitability based on up to five levels of detail and are displayed by choosing the expansion button:
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- Level 1: The report displays the profitability for each customer.
- Level 2: The report can be expanded to show profitability for each location for each customer.
- Level 3: The report can be expanded further to show the profitability for each division assigned to the location for each customer.
Level 4: The report can be further expanded to show each invoice for that customer location.
Note
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Contracts are handled differently, see
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the Contract information
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section below for more information.
Level 5: The report can be expanded one more time to show the cost transaction information for each invoice for that customer location.
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Note Contracts are handled differently, see
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the Contract information
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section below for more information.
Contract information
Profitability is based on recognized revenue, therefore for contracts, the supported recognition method is #2 – Revenue Schedule.
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- Access the Profit by Customer report from the Report Manager.
- Enter the following parameters for the report, as needed:
- Start/End Dates: Specify the date range for the invoices to be included. The general ledger post date for the cost transactions may fall outside the specified date range but are shown to display the amounts that comprise the invoice amounts.
- Sort by: Choose to sort by customer name or ID.
- Customer From/To: Choose the range of customer by ID or name, depending on Sort by selection.
Call Type: Choose the call type(s) to include in the report.
Note
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If the call type was changed at some point during the service call, only the current call type information will display. Historical information from previous call types will not display.
