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The Job Margin List by Client report allows you to view billings, costs, and margin for active jobs in the system. The purpose of this report is to track the profit made from each client. This report is mostly used by Production and Finance users. 

This section will focus on the:

Job Margin List by Client report

  1. To view this report, navigate to Reports and search for the Job Margin List by Client report.
  2. Select the report and apply filters

Report columns explained:

Column NameExplanation


Job number
2CategoryJob Category
3DescriptionCombination of the Product and Job Element
4StatusStatus of the Job i.e. the phase the job is in.
5Billings: EstimatedSum of Cost Estimates for the job.
6Billings: ActualSum of all Billings (Invoices and Credit Notes)
7Billings: OutstandingThe difference between Estimated and Actual Billings
8Costs: EstimatedExternal cost on Tax Invoice (expected costs).
9Costs: ActualSum of captured Supplier Costs (Supplier Invoices and Supplier Credit Notes).
10Costs: OutstandingThe difference between Estimated and Actual Costs.
11Costs: To be Inv.The value of PO's that are either not Invoiced or partially Invoiced
12Margins: EstimatedEstimated Margin (Estimated Billing minus Estimated Costs)
13Margins: %Estimated Margin represented as a %
14Margins: %MkupEstimated Margin divided by Estimated Cost represented as a %
15Margins: ActualActual Margin (Actual Billing minus Actual Costs)
16Margins: %Actual Margin represented as a %
17Margins: %MkupActual Margin divided by Actual Cost represented as a %