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This report allows you to view revenue and cost incurred on a job, as well as profit and loss over a specific period of time. You can view profit and loss for all jobs, all open jobs, open and active jobs, open but inactive jobs, all inactive jobs, and closed jobs. This report includes information for both open and closed periods. The information on this report can be summarized by job or project (Master ID), Customer, Project Manager, or Division. Your selection in the Summarize By field enables the appropriate filter. You can also specify a date range by selecting a start year and period and an end year and period. By default, the report returns results from the first fiscal year and period set up in Job Cost to the last fiscal year and period set up in Job Cost.

Note

If the Job Status is set to one of the following options for the Job Profit and Loss report, jobs that were closed prior to the Start/End Period date range are included in the report:

  • All - All Jobs
  • Closed - Closed Jobs
  • All Active - Closed jobs and inactive open jobs.

The fields on the report are calculated as follows:

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