---
title: "Gross Profit by Customer"
slug: "gross-profit-by-customer-report"
updated: 2026-06-17T09:17:54Z
published: 2026-06-17T09:17:54Z
canonical: "zenoplesupport.aqore.com/gross-profit-by-customer-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://zenoplesupport.aqore.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Gross Profit by Customer

## **Summary**

The Gross Profit by Customer Report shows revenue, payroll-related cost, and profit results by customer for a selected date range. It helps staffing teams understand margin performance at a more detailed customer level so they can make pricing, service, and cost-control decisions.

The report lets users choose how dates are interpreted, filter by company and office, and optionally roll customer activity up to a parent customer. It returns only finalized activity so financial review is based on completed records.

This report is essential for:

- **Finance teams:** review profitability by customer and identify margin trends.
- **Payroll managers:** compare billed value against payroll cost by customer.
- **Operations leaders:** monitor customer-level performance and prioritize action.
- **Branch managers:** spot low-margin customer relationships in their office scope.

The key business outcome is clearer customer-level profitability visibility for faster, more accurate business decisions.

## **Report Overview**

| **Attribute** | **Details** |
| --- | --- |
| **Purpose** | Provides customer-level gross profit detail and totals for a selected period. |
| **Classification** | Financial Report |
| **Who Should Use This Report** | Finance teams, Payroll managers, Operations leaders, Branch managers |
| **Business Problem Solved** | Shows where profit is gained or lost by customer so teams can improve pricing and cost control. |
| **Run Frequency** | Weekly, monthly, and on-demand |
| **Related Reports** | Gross Profit, Gross Profit Detail, Gross Profit Summary |

### **Business Value**

| **Category** | **Description** |
| --- | --- |
| **Customer Margin Visibility** | Shows profit performance by customer instead of only high-level totals. |
| **Better Pricing Decisions** | Helps teams identify customers with low or declining margins. |
| **Cost Driver Clarity** | Breaks out major revenue and payroll-related cost components for easier analysis. |
| **Flexible Date Analysis** | Supports multiple date perspectives so users can align reporting with business review needs. |
| **Access-Controlled Reporting** | Limits visible data to the user's approved company and office scope. |
| \| \| \| --- \| **Historical Analysis** | Includes archived finalized payroll activity for longer-period trend review. |
|  |

### **Known Issues or Limitations**

| **Issues** | **Description** |
| --- | --- |
| Finalized activity only | Only completed payroll/billing activity is included; in-progress records are excluded. |
| Zero-activity exclusion | Records with no billed amount and no pay amount are not shown. |
| Customer search behavior | Customer filtering works as a contains-style search, so broad text may return many matches. |
| Date type dependency | Results depend on the selected date type (accounting period, check date, or pay period end date). |
| Hierarchy sensitivity | Parent-customer roll-up changes how customer rows are grouped and labeled. |
|  |  |

### **Troubleshooting Guide**

| **Issues** | **Problem Reason** | **Solution** |
| --- | --- | --- |
| No data returned | Date range, company, office, or customer filter does not match finalized records. | Expand the date range, use broader filters, and confirm finalized activity exists. |
| Expected customer missing | The customer has no qualifying activity, is outside access scope, or the filter text is too narrow. | Remove or broaden customer text and verify user access to the related company and office. |
| Results differ from another report | The other report may use a different date interpretation or aggregation level. | Match date type and filters across both reports before comparing totals. |
| Profit percentage looks high or low | Very small billed totals can cause large percentage swings. | Review billed totals and gross profit values together before drawing conclusions. |

### **FAQ**

| **Questions** | **Answers** |
| --- | --- |
| What does this report measure? | It measures billed value, payroll-related costs, and gross profit by customer. |
| Can I filter by company and office? | Yes. You can run it for all or selected companies and offices within your access scope. |
| What does "roll up to parent customer" do? | It combines child customer activity under the parent customer for grouped reporting. |
| Which date should I choose? | Use the date type that matches your review process: accounting period, check date, or pay period end date. |
| Why are some rows not shown? | Rows with no billed amount and no pay amount are excluded from this report. |

### **Reference Video/Screenshot**

![](https://cdn.document360.io/f6cab4f2-9572-4cd7-96b4-39b941f22824/Images/Documentation/gross-profit-by-customer-image-0kk34aei.png)

## **Report Details**

| **Category** | **Value** |
| --- | --- |
| **Parent Category** | Back Office |
| **Category** | Gross Profit/Transaction |
| **Report** **Type** | Paginated Report |
| **Report runs from Application** | RMS |
| **Report** **Category** | Shareable |
| **Report Level** | Transaction |

### **Report Parameters**

| **Report Parameter** | **Description** | **Parameter Options** | **Default** | **Required** |
| --- | --- | --- | --- | --- |
| Date Type | Controls which business date is used to include records (example: Accounting Period Date). | Select list: Accounting Period Date, Check Date, Pay Period End Date | Accounting Period Date | Yes |
| Start Date | Beginning date for report data |  |  | Yes |
| End Date | Ending date for report data |  |  | Yes |
| Company | Filter records by companies selected | List of companies that the users have access to |  | No |
| Office | Filters records by offices selected | List of offices for the company selected |  | No |
| Roll Up to Parent Customer | Determines whether customer rows stay separate or are grouped under their parent customer. | Yes/No | No | No |
| Customer | Filters results by customer name text. | Free Text | % | No |

### **Report Grouping**

- . Company
  - Office

The report will be grouped by the Company by default.

### **Report Columns**

| **Report Column** | **Description** | **Definitions/Logic** |
| --- | --- | --- |
| Company | The company the activity belongs to. | Taken from the selected company context linked to each activity record. |
| Alias | Short company identifier shown in report output. | Pulled from company reporting setup. |
| Customer | Customer name used for reporting. | Uses either direct customer mapping or parent-customer mapping, based on the roll-up setting. |
| Department | Customer department value associated with the activity. | Pulled from the customer relationship data tied to the record. |
| Office | Office or branch where the activity is recorded. | Taken from the office linked to the transaction activity. |
| Pay Hours | Total payroll hours for the record. | Sums payroll hours captured for qualifying activity. |
| Bill Hours | Total billable hours for the record. | Sums billable hours captured for qualifying activity. |
| Sales | Base billed revenue amount. | Adds standard billed revenue values. |
| Charge | Additional billed charges. | Adds charge values applied to the activity. |
| Discount | Revenue reductions. | Adds discount values that reduce billed totals. |
| GP Adjustment Bill | Billing-side gross profit adjustments. | Adds billing adjustments that affect gross-profit billing totals. |
| GP Bill | Gross-profit billing base amount. | Calculated as sales plus charges, minus discounts, plus billing adjustments. |
| Gross Wages | Wage-related amount used in profit evaluation. | Combines payroll gross and agency-related cost components used by the report. |
| Gross Only | Employee wage-only amount. | Includes wage values for employee-classified records and excludes contractor-only wage treatment. |
| GP Adjustment Pay | Pay-side gross profit adjustments. | Adds pay adjustments that affect profit. |
| Agency Cost | Agency-related labor cost component. | Included when the worker classification is contractor. |
| Employer Taxes | Employer-paid tax amount. | Adds employer tax expenses for qualifying activity. |
| WC Cost | Workers' compensation cost. | Adds workers' compensation expense values. |
| ER Contribution | Employer-paid benefit contribution. | Adds employer contribution amounts included in payroll-related cost. |
| Payroll Cost | Total payroll-related cost amount. | Uses the report's payroll-cost value for each qualifying record. |
| Gross Profit | Net profit amount. | Uses the report's computed profit value after revenue and payroll-related cost components are applied. |
| GP/Billed Hour | Profit earned per billed hour. | Calculated as gross profit divided by billed hours; shown as 0 when billed hours are zero. |
| GP % | Gross profit percentage. | Calculated as gross profit divided by GP Bill; shown as 0 when GP Bill is zero. |

### **Additional Notes**

| User access controls determine which companies and offices are visible in this report. |
| --- |
| The report can return different totals for the same date range if a different date type is selected. |
| Parent-customer roll-up changes grouping and can reduce the number of distinct customer rows. |
| Rows with both billed amount and pay amount equal to zero are excluded. |
| Totals section includes overall sums and customer counts for the selected dataset. |