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Line Item Detail With Margin

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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.



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


report list.png


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



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".




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".


group subtotal.png


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


project subtotal.png


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


misc items.png

Project Summary


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


project summary default.png


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


project summary misc item.png


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.


project summary price adjustments.png


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.


project summary labor by phase.png


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.


project summary discount.png


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.


project summary taxes.png

Page Footer


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



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