Gross Margin 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 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.

Running the Report

From your Bullhorn Menu, select Canvas.
Select Run beside the Gross Margin Report.
Fill out the following criteria:
- Date Range for Hours Worked: The date range you want to run the report for.
- Period End Date Range (optional):Additional date criteria to narrow down your report.
- Client Corporation (optional): Search for the Client's Corp and use the Insert button to add it to the reporting criteria.
- Bill-to Client (optional): Search for the Bill-to Client and use the Insert button to add it to the reporting criteria.
- Burden (percent): The burden as a percentage. For more information on burdens, see Terminology Alignment: Gross Profit and Gross Margin.
Select Finish.

The following fields are available in this 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]))

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.