Billing Report Summary

Purpose

The Billing Report Summary report provides a summary of billed invoice activity for a selected date range. It is designed to help users review revenue, costs, and gross profit values by branch, department, and sale code.

Overview

This report returns invoice-based billing totals and related cost and profit information for transactions within the selected date range. It can be used to compare billed amounts across operational areas and review profitability by category.

When to Use

Use this report when you need to:

• Review billed sales activity for a date range
• Analyze revenue by branch and department
• Compare billed amounts to cost
• Review gross profit dollars and percentages by billing category

Parameters

The report uses the following parameters:

• Start Date – beginning of the reporting period
• End Date – end of the reporting period

The report filters records by Invoice Date using the selected date range.

Data Source

The report pulls its data from these underlying sources:

• InvoiceReg – invoice transaction and billing values
• Branch – branch information
• Dept – department information
• SaleCode – sale code descriptions

Fields Returned

The report returns the following field:

Organization and Reference Fields

• SaleBranch – branch number
• Name – branch name
• SaleDept – department number
• Title – department title
• SaleCode – sale code
• GeneralDescription – sale code description
• InvoiceDate – invoice date
• InvoiceNo – invoice number

Billing Amount Fields

• Labor – labor billed amount
• Parts – parts billed amount
• Misc – miscellaneous billed amount
• Rental – rental billed amount
• Equipment – equipment billed amount
• GrandTotal – invoice total excluding tax

Cost Fields

• PartsCost – parts cost
• LaborCost – labor cost
• MiscCost – miscellaneous cost
• RentalCost – rental cost
• EquipmentCost – equipment cost

Gross Profit Dollar Fields

• PartsGPS – parts gross profit dollars
• LaborGPS – labor gross profit dollars
• MiscGPS – miscellaneous gross profit dollars
• EquipGPS – equipment gross profit dollars
• RentalGPS – rental gross profit dollars

Gross Profit Percentage Fields

• PartsGP – parts gross profit percentage
• LaborGP – labor gross profit percentage
• MiscGP – miscellaneous gross profit percentage
• EquipGP – equipment gross profit percentage
• RentalGP – rental gross profit percentage

Notes

• The report uses invoice records within the selected date range only.
• Branch, department, and sale code descriptions are pulled from related setup records.
• Gross profit values are calculated from billed amounts minus associated costs.