Search the Clients & Profits X Report-o-Matic database The sample reports in the Report-o-Matic are categorized by function (e.g., production, profitability, media, etc.; see "Category"), the types of staff members who are most likely to use them (see "Used by") and by Clients & Profits X version (see "Available from"). Entering a keyword searches the Report-o-Matic's descriptions to find reports that match your entry (i.e., billing, time, etc.). Used by: Everyone System Managers Account Executives Account Supervisors Creatives Production Managers Traffic Managers Media Buyers Bookkeepers CFOs Management Keywords: Category: All Production Productivity Costing/Billing Accounting Profitability Media System Misc Available from: Clients & Profits Classic Clients & Profits Pro Job Tracker C&P X: Enterprise Edition

Users speak out about their favorite Clients & Profits reports:

1)  Weekly Task Planner
The Weekly Task Planner lists your unfinished job tasks for the current week. It is a personal scheduler that shows your unfinished jobs and tasks (i.e., the job tasks to which you’re the resource). Tasks are grouped by day, giving you a clear look at your week’s deadlines. For each deadline, you’ll see its job number and task, the hours left on the task from the estimate, and when the task is due.

2) Liquidity Ratio Analysis
The Liquidity Analysis report measures the ability of the company to meet cash requirements. It's based on the ratio categories entered for each G/L account.

3) Broadcast Recap Report
The Broadcast Recap report compares broadcast orders with their media invoices.

4) Overtime Analysis
This report reviews overtime entries. You can quickly review how much overtime is being logged by each staff member. Selected by date range, each staff member is listed with their total overtime hours, cost, and billable per day, then subtotaled by staff.

5) Estimate (Roll-up)
Several tasks can be combined into one task by using the roll-up feature. Rolling up tasks does not change the estimate amounts. It affects only the way the estimate is printed--so your clients see only the tasks you want them to. For example, Rough Art and Revised Art can be rolled into Art. When printed, the client sees only the task Art with the total.

6) Unbillable Costs
The Unbillable Costs report lists unbillable costs by job or task.

7) Gross Margin by Job
The Gross Margin by Job report compares costs and profit for each job, sub-totaled by job type. The net revenue is calculated based on the billings less direct costs, and the gross margin (or profit) is calculated by the net revenue less direct labor costs.

8) Invoice (Grand Totals Only)
If you don't want to show a client the billing amounts for each task, you may choose the option to show the Grand Total only. Individual tasks will not print on the invoice. However, the description, subtotal, sales tax, and the grand total are shown.

9) Job Billings
The Job Billings report shows a job's invoices and billing amounts. Use this report to review a job's billing history by task. Each invoice displays its billing type, date, tasks, hours billed, billing amounts, sales tax, and balance due.