Home > SI 2016 Documentation > User Guide > Reports > Standard Reports > Line Item Detail With Margin

Line Item Detail With Margin

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Details

 

The Line Item Detail With Margin report is based off of our Line Item Detail report, but this report is intended to be an internal report vs. a client report. However, we left the signature lines on this in the event you do want to show this detail to a client.

Definitions

 

The Line Item Detail With Margin report has the following default Report Definitions:

 

 

This report can have up to three levels of groupings. For example, you could create a Report Definition that groups "By Location By System By Category".

Layout and Fields

Body

 

In the body of the report, there is a page header graphic and a group header graphic for the first grouping. These can be changed via Report Themes. In the image below, the report was run "By Location".

 

body.jpg

 

The fields that print for each item are: Quantity, Manufacturer, Model, Description, Cost, Price, Profit, and Margin.

 

At the end of each grouping, there is a subtotal.In the image below, the report was run "By Location By Category".

 

group totals.jpg

 

At the end of the last grouping there is a Project Subtotals.

 

project subtotals.jpg

 

If you are using Miscellaneous Items they will list after the Project Subtotal:

 

 
File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Line_Item_Detail/miscellaneous_items_section.jpg

Project Summary

 

The last page of Proposal reports, by default, list the totals for Equipment, Labor, Tax, and then Grand Total.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Line_Item_Detail/default_project_summary.jpg

 

If you have Miscellaneous Items in the project, they will list after the Sales Tax line since these are not taxed:

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Line_Item_Detail/project_summary_misc_items.jpg

 

If you are using Price Adjustments, these will display in the Project Summary. You can change the wording of each of these fields via Report Settings.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Line_Item_Detail/project_summary_with_price_adjustments.jpg

 

You can choose to break your labor out by Phase via a setting in the Report Definition. Each Phase will list on separate lines, and if using the Management and Design fields on your Phases, they will be combined into one line item each with the totals from each Phase.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Line_Item_Detail/project_summary_labor_by_phase.jpg

 

If you are using product-level discounts, by default they will not show here in the Project Summary section. You can choose to display the discount here via a setting in the Report Definition. You can change the wording this field via Report Settings.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Line_Item_Detail/project_summary_with_discount.jpg

 

You can choose to separate Sales Tax from your Labor Sales Tax via the Report Settings. You can also change the wording of these fields via Report Settings.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Line_Item_Detail/project_summary_separate_tax_values.jpg

 

Below the Project Summary section, there are signature lines:

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Line_Item_Detail/signature_lines.jpg

Page Footer

 

The Page footer contains the following fields: your Company name, the Project Name, Project Number, and Page Number.

 

page footer.jpg

 
Last modified
11:41, 23 Feb 2016

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