Yearly and Current Gross Margin by Branch Report

Bullhorn Support is able to assist with navigating sample reports, but they are unable to build customizations on reports for you. If you need customizations, you will need a Business Intelligence specialist who is familiar with writing database queries.

The Yearly and Current Gross Margin by Branch report provides gross margin details, based on billable and payable charge records and transactions, broken down by branch.

Running the Report

From your Bullhorn Menu, select Canvas.
Select Run beside the Yearly and Current Gross Margin by Branch Report.
Fill out the following criteria:
- Branch Source: Job owner or candidate owner.
- Transaction Date: Date range based on transactions.
- Burden: The default value is 20. For more information on burdens, see Terminology Alignment: Gross Profit and Gross Margin.
Select Next.
The Branch field is now available as an optional setting to narrow down results to specific branches.
Select Finish.

The following fields are available in this report.

When you run the report, two tabs will be available:

Yearly: Shows sales totals in yearly amounts. The previous 3 years are displayed.

Data item in report	Definition
Branch	The branches that are being considered in the report will be displayed here
Total	Gross Margin over the period of years covered in the report
Year 1 (e.g. 2019)	Gross Margin for that calendar year will be displayed
Year 2 (e.g. 2020)	Gross Margin for that calendar year will be displayed
Year 3 (e.g. 2021)	Gross Margin for that calendar year will be displayed

Current Dates: Shows sales broken down by dates entered in the Transaction date range filter.

Data item in report	Definition
Branch	The branch being considered
Gross Margin	Gross Margin over the dates chosen in the Transaction date range filter

Exporting to Excel

Depending on the amount of data, it may be easier to view the report via Excel. Follow these steps to export your report to Excel:

From the HTML drop down button in the top right corner, click View in Excel Options > View in Excel 2007 Format.

The Excel format you choose can be based on personal preference. We recommend using View in Excel 2007 Format to maintain the same format that you see in Bullhorn Reporting (Canvas) and/or if you plan to use standard Excel functions (pivot, sort, etc).
The request will process and a pop up stating "Your report is ready and will download to your Web browser in a few moments" will appear.
When prompted, Save the report to your computer.

Once the report is exported to Excel, you can utilize standard Excel functions to filter, sort and pivot the data.