Graph Reports - Revision history

Pinvoicer: /* How to Use */

2020-11-03T00:57:55Z

How to Use

Pinvoicer: /* Report Types */

2020-11-03T00:54:59Z

Report Types

Pinvoicer: /* Report Types */

2020-11-03T00:54:14Z

Report Types

Pinvoicer: /* Report Types */

2020-11-03T00:53:13Z

Report Types

Pinvoicer: /* By Period Number */

2020-11-03T00:51:58Z

By Period Number

Pinvoicer: /* By Week Ending */

2020-11-03T00:51:24Z

By Week Ending

Pinvoicer: /* How to Use */

2020-11-03T00:50:44Z

How to Use

Pinvoicer: /* Report Types */

2020-11-03T00:49:41Z

Report Types

Pinvoicer: /* How to Use */

2020-11-03T00:49:29Z

How to Use

Pinvoicer: /* How to Use */

2020-11-03T00:37:39Z

How to Use

← Older revision		Revision as of 00:57, 3 November 2020
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	* Division(s): Select one (or more divisions)		* Division(s): Select one (or more divisions)
	* Period: Choose one of the three options		* Period: Choose one of the three options
		+
		+
		+	You can easily download the report tables into CSV (click the <kbd>CSV</kbd> or <kbd>Copy</kbd> buttons) or use the icon on the top right of each chart to download copies of the chart.

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 * '''Gross Profit Per Timesheet''' Calculated by total Gross Profit divided by the number of Timesheets. Here we try to count timesheets by considering both manually entered hours, electronic timesheets and also imported hours. For example a person who worked 5 days in a week for one client (and submitted 5 timesheets - eg if they were doing daily timesheets) would be counted as 1 timesheet. Whereas, if the same person worked 5 days for 5 different clients they would be counted as 5 timesheets.
-* '''Revenue - Total Temp Sales''' (ie this report does not cover non temp sales)
+* '''Revenue - Total Temp Sales''' (ie this report does not cover non-temp/labour hire sales)
 * '''Revenue per Hour''' - Total Revenue divided by the number of Hours (see definition for Hours above)

@@ Line 47: / Line 47: @@
 * '''Gross Profit''' - In Australia this is calculated as Revenue less Costs - ie the sum of (Wages, Superannuation, Workcover & Payroll Tax). In NZ it is calculated as Revenue less Costs - ie the sum of (Wages, ACC Levy, KiwiSaver Employer Contribution, Annual Leave accrual - where it is accrued).
-* '''Gross Profit Per Hour''' - Calculated by total Gross Profit divided by the number of Hours. Note - Hours are determined by only counting those pay code items that are set as Hours and ignoring those that aren't.
+* '''Gross Profit Per Hour''' - Calculated by total Gross Profit divided by the number of Hours. Note - Hours are determined by only counting those pay code items that are set as [[Pay_Code_Item_Editor|Hours]] and ignoring those that aren't.
 * '''Gross Profit Per Timesheet''' Calculated by total Gross Profit divided by the number of Timesheets. Here we try to count timesheets by considering both manually entered hours, electronic timesheets and also imported hours. For example a person who worked 5 days in a week for one client (and submitted 5 timesheets - eg if they were doing daily timesheets) would be counted as 1 timesheet. Whereas, if the same person worked 5 days for 5 different clients they would be counted as 5 timesheets.

@@ Line 45: / Line 45: @@
 ====Report Types====
-* '''Gross Profit''' - In Australia this is calculated as Revenue less Costs - ie the sum of (Wages, Superannuation, Workcover & Payroll Tax). In NZ it is calculated as Revenue less Costs - ie the sum of (Wages, ACC Levy, KiwiSaver Employer Contribution, Annual Leave accrual (where it is accrued).
+* '''Gross Profit''' - In Australia this is calculated as Revenue less Costs - ie the sum of (Wages, Superannuation, Workcover & Payroll Tax). In NZ it is calculated as Revenue less Costs - ie the sum of (Wages, ACC Levy, KiwiSaver Employer Contribution, Annual Leave accrual - where it is accrued).
 * '''Gross Profit Per Hour''' - Calculated by total Gross Profit divided by the number of Hours. Note - Hours are determined by only counting those pay code items that are set as Hours and ignoring those that aren't.

@@ Line 25: / Line 25: @@
 ====By Period Number====
-Here the option is to report by period number and these will be specific to the financial year that your business uses. For example, generally in Australia period number one is July and in New Zealand it is April.
+Here the option is to report by period number and these will be specific to the financial year that your business uses.
 This report will report on transactions that you select for one or more periods - irrespective of the weekending that the transaction was for. For example if in period 1 you processed pays for weekendings in July plus some where they were back pays for April - they would all be included when you report for period 1.
 ====By Date Range====

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 ====By Week Ending====
-Here the week endings that have been processed are listed, with the most recent week ending first. You can select one or more weekendings to report on. The key thing to understand with weekending dates is that they may or may not correspond to when someone was pad/charged for.
+Here the week endings that have been processed are listed, with the most recent week ending first.
 For example - imagine a normal scenario where this actual week you are processing two timesheets - one for last week and the other from a week ending that happened 5 months ago. If you wanted to see both of these transactions in the report you would need to select both the weekending for last week and also the one from 5 months ago - even though both were processed in the same week.
 ====By Period Number====

← Older revision		Revision as of 00:50, 3 November 2020
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	=How to Use=		=How to Use=

−	From the main menu, click on the '''Reports''' > '''Sales'''> '''Graph Reports'''' links. From here you are given a list of reports available - you can either select the one you want at this level, else in the following screen it is simple to switch between the report options.	+	From the main menu, click on the '''Reports''' > '''Sales'''> '''Graph Reports''' links. From here you are given a list of reports available - you can either select the one you want at this level, else in the following screen it is simple to switch between the report options.

← Older revision		Revision as of 00:49, 3 November 2020
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	[[File:PinvoiceR_-_Graph_Reports.png\|800px]]		[[File:PinvoiceR_-_Graph_Reports.png\|800px]]
		+
		+
		+
		+	====Report Types====
		+
		+	* '''Gross Profit''' - In Australia this is calculated as Revenue less Costs - ie the sum of (Wages, Superannuation, Workcover & Payroll Tax). In NZ it is calculated as Revenue less Costs - ie the sum of (Wages, ACC Levy, KiwiSaver Employer Contribution, Annual Leave accrual (where it is accrued).
		+
		+	* '''Gross Profit Per Hour''' - Calculated by total Gross Profit divided by the number of Hours. Note - Hours are determined by only counting those pay code items that are set as Hours and ignoring those that aren't.
		+
		+	* '''Gross Profit Per Timesheet'' Calculated by total Gross Profit divided by the number of Timesheets. Here we try to count timesheets by considering both manually entered hours, electronic timesheets and also imported hours. For example a person who worked 5 days in a week for one client (and submitted 5 timesheets - eg if they were doing daily timesheets) would be counted as 1 timesheet. Whereas, if the same person worked 5 days for 5 different clients they would be counted as 5 timesheets.
		+
		+	* '''Revenue - Total Temp Sales''' (ie this report does not cover non temp sales)
		+
		+	* '''Revenue per Hour''' - Total Revenue divided by the number of Hours (see definition for Hours above)
		+
		+	* '''Revenue per Timesheet''' - Total Revenue divided by the Number of Timesheets (see definition for Number of Timesheets above)
		+
		+	* '''Number of Timesheets''' (see definition for Number of Timesheets above)
		+
		+	* '''Hours per Timesheet''' (see definitions of Hours and Timesheets above)

← Older revision		Revision as of 00:37, 3 November 2020
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−	====By Week Ending===	+	====By Week Ending====

	Here the week endings that have been processed are listed, with the most recent week ending first. You can select one or more weekendings to report on. The key thing to understand with weekending dates is that they may or may not correspond to when someone was pad/charged for.		Here the week endings that have been processed are listed, with the most recent week ending first. You can select one or more weekendings to report on. The key thing to understand with weekending dates is that they may or may not correspond to when someone was pad/charged for.