The Job Profitability report shows job balances (including the income or expense) in detail for a specific date range. This shows the balance at the start date of the job as well as the balance at the end date of the job. If you exclude active jobs you can see how profitable your completed jobs have been in the past.
Options
Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:
- Dates: You can enter All, Range, Today, This Period, This Quarter, This Year, This Week-to-date, This Month-to-date, This Period-to-date, This Quarter-to-date, This Year-to-date. You can enter specific dates that you want to see in the From and To selection boxes.
- Sort by: You can sort by job ID or job description.
- Summarize by: You can summarize the report by the GL account, job, phase, cost code, or show the report in detail.
- Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.
- Include Jobs with Zero Amounts: Select this check box to include those jobs with zero balances.
- Include Balance Forward: Select this check box to include balances brought forward on any jobs listed in the report.
- Subtotal by GL Account: This is only available when the report is summarized in detail. Select this to print subtotals by GL account.
- Include Retainage: Select this checkbox if you want to include retainage amounts on this report. You will need to add the Receivable Retainage and Payable Retainage columns to this report to view these amounts. To add a column, select the Columns link.