To access the profitability report go to the Reports > Profitability.
The profitability report is one of the key reports in Productive. It shows your net profit in money and percentage (margin), among other useful information. The report aggregates all of your project data, including revenues and costs that people incur when tracking time (salaries and overheads).
This report is real-time, so changes are visible instantly as soon as anything happens on a project. Its main use is to help you understand how your agency is performing profit-wise without having to mess with spreadsheets.
By default, the profitability report will be grouped by Company. This gives you information about which clients are more profitable at a glance.
You can also change your Fields (Columns) in the report. This is what you'll see by default (in the selected date range):
Worked time - actual worked time
Billable time - out of the total Worked hours, how many hours were billable to the client
Invoiced revenue - revenue based on invoices you've created
Cost - calculated by adding up non-billable out of pocket expenses, people's cost rates, and overhead costs that occur when people track time
Invoiced profit - the difference between Invoiced revenue and Cost expressed as money
Invoiced margin - the difference between Invoiced revenue and Cost expressed as a percentage
Building the report
You can build a report using various criteria such as timeframe, client, project, project manager, budget type, and tags.
You build the report using the toolbar at the top of the page.
Fields - choose which columns you want to include in the report
Group - you can group the report by client, date range, project, etc.
Filters - use this to filter only data for, e.g. a specific project
As soon as you change anything a green Save button will appear. You can save your new report for later so that you can easily access it at any time.
You can even export your report in multiple formats by clicking on the export button: