The Financials Report gives a side-by-side view of projected vs actual job performance, including revenue, labour costs, purchases, profit/loss, and margins. You can filter by multiple departments and job status, making it easy to monitor profitability across the business. Access is permission-controlled, so a Super Admin must grant user access to this report.
Overview
The Financials Report provides a detailed view of projected and actual job financials, helping you track revenue, costs, profit margins, and labour performance. It’s ideal for finance teams, operations managers, and department leads responsible for job profitability.
📌 Access Note: This report is governed by roles and permissions. A Super Admin must grant access to view or download this report. Click here to learn how to grant access.
Key Features & Filters
Filter by Multiple Departments
Easily select one or more departments to view financial performance across teams.Job Status Filter
Choose specific job statuses such as "Invoiced," "Open," or "Completed" — driven by the Status field set within each job.Department-Level Insights
Results are broken down by the Primary Department assigned to each job.
Key Columns in the Report
Job Number / Client / Description – Identifies the job and its customer.
Job Status – Pulled from the job’s current workflow status.
Projected Revenue / Labour / Purchases / P&L – Forecasted financials.
Actual Revenue / Labour / Purchases / P&L – Realised financial results.
Average Labour Rate – Based on cost divided by hours.
Total Labour Hours – Total approved hours recorded.
Profit % – Calculated from actual revenue vs actual costs.
How to Use This Report
Access the Report
Navigate to Reports > Financials Report.
Ensure you have the required permissions.
Apply Filters
Select the departments and job statuses relevant to your review.
Review Financial Data
Compare projected vs actuals to assess job profitability.
Focus on low-margin jobs or those with negative actual P&L.
Export and Share
Export to CSV for deeper analysis or finance meetings.
Best For
Monitoring project profitability
Comparing forecasted vs actual performance
Labour cost analysis and tracking
Budget vs actual reporting