Profit margin report
The Profit margin report enables calculating the difference between the sale price and the warehouse price from the issued invoice line.
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WARNING
To create a report of paid documents – Revenue received (reports 283–289), it is mandatory that the invoices be posted and (at least partially) paid, since you track paid realization on a selected receivables account. For other reports, it suffices, that an invoice is created.
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Select the criteria in the header to define which data you want in your report. If you do not enter anything, the report will be created for all issued invoices.
In the right corner of the command line, you can find the Print button. It offers saving and printing out predefined reports, depending on your settings in Report types in PANTHEON.
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Hint
You can find more detailed information about individual reports in the chapter Profit Margin Reports in PANTHEON.
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To prepare the report, select the criteria in the header to define which data you want in your report. You can use the Tab key to move between the fields.
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Type of overview
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Select the desired type of overview:
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Search
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Search by document number, customer, amount, and date.
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Document type
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From the drop-down menu, select the document type for review.
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Date from
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Starting date, from which you want to show the overview. Current date by default, but can be changed.
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Date to
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Ending date, until which you want to show the overview.
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Responsible person
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From the drop-down menu, select the responsible person, for whom you want to prepare the report.
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Clerk
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From the drop-down menu, select the clerk, for whom you want to prepare the report.
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The list enables filtering entries by condition in the following columns:
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 (Preview)
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Clicking on Preview opens a PDF view of the document on the right-hand side of the screen.
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Document
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Unique document number. If you click on the document number, it opens on the selected document type.
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Customer
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Data about the customer to whom the invoice was issued.
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Price excl. VAT
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Net document value.
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Price incl. VAT
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Value including VAT.
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Delivery date
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Date of service or goods delivered.
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Invoice date
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Date of issued invoice.
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Due date
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Date due of the invoice.
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Order
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Number of the ordering document based on which the invoice was issued.
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Packing slip
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Number of the packing slip based on which the invoice was issued.
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Customer type
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Subject type from the Subjects register.
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Status
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Document status.
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