Reports and views provide a variety of methods for analyzing costs.
Let’s begin with the Report Center
Launch the Report Center from the Report Center menu item
Costs analysis has several multiple report types available including:
Step #1 – Choose The Type Of Report Desired
Job Cost Labor – provides cost reports with only labor included. If TracManager is being used to manage materials then you should use the Labor and Material Cost type.
By Billing Rate – provides reports that are designed to calculate a billable amount based upon the hours worked at various billing rates. Although this is not a “cost” report, it utilizes the same data to calculate the billing amounts.
Labor & Material Cost – provides full NET profit reports including fully burdened labor, workers’ compensation cost, material cost and overhead.
Budget Variance – provides side-by-side comparison of labor and material budget vs. actual cost.
Step #2 – Set Desired Filters
Each report type will present applicable filter choices. When a filter is applied, all remaining choices are narrowed by the applied filter. The filter determines what records will be included in the report.
Step #3 – Choose A Report Template
Each report type will populate the report template selector with one or more choices. The report template determines the layout and what fields appear on the report.