Margin Report

This report shows an individual's billing rate and cost rate and the difference, (or margin) between the two. Displayed below are examples of the query screen and the results screen.

Project Organization: shows all Organizations that each Project belongs to.

Project: use this criteria if you want to search for one or more Projects when you know its Organization Code and Project Code (The first field of the Project).

Person: all People that assigned to the Projects are showed here.

Project Type: use this selection if you want to search only the time that Timesheet users charged to each Project Type.

Date Range: use this criteria to define the date range for which the report will cover.

Bill Rate Dilution: use this criteria to specify whether or not the rate will be diluted based on available hours. If you choose to show diluted values, you must enter the available hours for the time period defined by the Date Range selected above. See Unanet Dilution for more details.

Cost Rate Dilution: use this criteria to specify whether or not the the report will show diluted cost rates or non-diluted cost rates. See Unanet Dilution for more details.

Adjustments - This field defines which adjustments to the time sheet will be reflected in the report. If "No Adjustments" option is selected, all adjustments will be excluded from the report. If "Adjustments using Posted Date within Range" option is selected, only those adjustments that have Post Date within the specified date range will be included in the report. If "Adjustments using Worked Date within Range" option is selected, all adjustments that were applied to the specified date range will be included in the report. "Adjustments using Posted Date within Range" option is selected by default.

Expenses - use this selection criteria to define which expense items will be included in the report -

all expenses that were incurred in the report date range OR
all expenses that were included in the expense vouchers that were completed in the report date range

Note: If your administrator has setup the reports to display company logo, the report will have an extra field appended to the form. Click here for an example. If your administrator has setup the reports to be able to display different company logos, then the report will look a little different with 2 extra fields appended to the form. Click here for an example.

Click here to go to Project Time Details Report for more information about the data on these following result screens.

No Adjustments:

Adjustments using Posted Dates within Range:

Adjustments using Worked Dates within Range:

Return to Unanet Table of Contents page