Gross Margin Report

Overview

The Gross Margin report provides gross margin details for placements by the client for a specified date range of hours worked and/or a period end date range.

Bullhorn Support is able to assist with navigating the sample reports but is unable to build customizations on the reports. You'll need a Business Intelligence specialist familiar with writing database queries to write custom reports.

Running the Report

When running the Gross Margin report, you are prompted to select a date range of hours worked, along with the option to add additional criteria to return a more specific list of results. The Burden Percentage prompt applies to all employee types to include in the GM calculation.

Report Criteria

These options are available as criteria:

  • Bill to Client
  • Billable Charge Status
  • Branch
  • Burden Percentage
  • Client Corp
  • Hours Worked Date Range
  • Payable Charge Status
  • Period End Date Range
  • Recording Date Range

Fields

These options are available on the report:

Data item in report Definition
Client Company Name The client's name
Bill to Client Name The name of the client who receives the invoices
Billing Period End Date Period end date of the billable charge
Branch The branch set in report filter criteria to display refined results
Candidate Name Candidate's name
Candidate ID Candidate's internal system ID
Employee Type Employee hiring status: W2, IC
Job Posting ID Job posting's internal system ID
Job Title Job posting's title
Placement ID Placement's internal system ID
Reg Bill Rate Rate billed for Regular time
Reg Bill Amount Total dollar amount billed for rate: (Reg Bill Rate * Reg Hours Billed)
Reg Hours Billed # of hours that were billed for Regular time
OT Bill Rate Rate billed for Overtime
OT Bill Amount Total dollar amount billed for rate: OT Bill Rate * OT Hours Billed
OT Hours Billed # of hours that were billed for Overtime
DT Bill Rate Rate billed for Double time
DT Bill Amount Total dollar amount billed for rate: DT Bill rate * DT Hours Billed
DT Hours Billed # of hours that billed for Double time
Other Hours Billed # of hours billed for Other rate
Reg Pay Rate Rate paid for Regular time
Reg Pay Amount Total dollar amount paid for rate: Reg Pay Rate * Reg Hours Paid
Reg Hours Paid # of hours paid for Regular time
OT Pay Rate Rate paid for Overtime
OT Pay Amount Total dollar amount paid for rate: OT Pay Rate * OT Hours Paid
OT Hours Paid # of hours paid for Overtime
DT Pay Rate Rate paid for Double time
DT Pay Amount Total dollar amount paid for rate: DT Pay Rate * DT Hours Paid
DT Hours Paid # of hours paid for Double time
Other Hours Paid # of hours paid for Other rate
Workers Comp Premium  
Gross Sales Amount Total for all sales (accounting for values set to produce report)
Gross Wages Amount Total for all wages (accounting for values set to produce report)
Burden The value entered on the prompt screen
Gross Margin The total for all sales after accounting for burdens and wages: ([Reg Bill Amount] + [OT Bill Amount] + [DT Bill Amount]) - ((1+[Burden])*([Reg Pay Amount] + [OT Pay Amount] + [DT Pay Amount]))

How to Change the Calculations

  1. Bullhorn recommends making a copy of the sample report before editing to retain the original report.
    • If you accidentally delete or overwrite the report, Bullhorn can restore the stock report.
  2. This report is built from the Gross Margin data package, comprised from Billable Charge Information and Payable Charge Information packages, add fields from data groups in the package.
  3. When modifying this report a validation check displays prompting for a date range, it's not necessary to change the dates, click OK to continue.
  4. Click OK to continue.