The selection window allows you to filter the report by:

• Date Range: You can either select a pay period, or you can simply enter the start and end date directly into the selection criteria window. The Period selection is merely a short-cut for entering a date range, so you can always edit the start and end dates to be any date you choose. For example, you can pick a period defined as 8/1/2004 to 8/12/2004, and then extend the end date by three days to 8/15/2004. If you leave the end time blank, the program will assume you want the entire day for the end date. In the example below, the start date/time is 8/1/2004 00:00:00 (a blank is assumed to be time 00:00:00) and the end date/time is 8/15/2004 00:00:00. Because the end date time is blank (or 00:00:00), the program assumes you want the whole day of the 15th and makes the end date/time 8/16/2004 00:00:00. In the selection query, the program returns records whose start date/time is greater than OR equal to the start/date time and strictly less than the end date/time.
• BlockYou can select any or all of your Blocks.  The second column shows the block description (long name).
• The "Use Invoice Revenue" checkbox is relevant for users who are configured to hand-enter the revenue for each ticket.  If you leave this box UNchecked, the report will use the revenue amounts you've hand-keyed.  If you check the box, the system will use the revenue values calculated during the invoice calculator process, so you can run the report even before you've recorded actual payment from your customers.  (The checkmark is irrelevant for those users who are configured to rely strictly on results from the invoice calculator without keying their own revenue as a cross-check.)
• The "Fully Loaded Employee Cost" check mark allows you to run the report using straight labor costs (including whatever overtime was paid in connection with the block, or to run it using the "loaded employee rates" you set up for each worker.  Checking the box allows you to view labor costs that are "grossed up" based on your loaded employee rates.

The selection criteria determine the date range and blocks that appear in the report.  If you run the report for multiple blocks, you will get one panel per block.  You will also get a summary for all selected blocks as the last panel in the report.

Report Columns:

The report has four data columns:

Detail:  Shows the dollar value of costs in each of the cost categories in the report.

Total:  Shows the total revenue, total costs, and total profit.  These totals summarize the detail provided in the "detail" column.

Delivered Volume:  The unit of measure for this column for the given block you are reviewing depends upon the selection you made in the block setup wizard for the step that is labeled "Select Volume Measure Used to Track Production."  The value shown for delivered volume is the sum of the "volume" field on the load slip.  If you modified your conversion factors and reran the regular calculators but NOT the "Recalc Load Volume" calculator, the values shown in this column will not be accurate.

$/Volume:  The ratio of the values shown in the detail column divided by the delivered volume.

Report Sections:

The rows in this report are organized into five parts. 

Part I -- Revenue

Revenue is broken down with one row for each distinct revenue contract associated with that block.

Miscellaneous revenue appears on separate rows as well - one row per Expense Account Code.

Part II -- Includes all costs associated with your own employees and your own equipment. 

The "Hourly Employees" section shows actual labor costs based on the time slip entries for this block.  If you checked the "Fully Loaded Costs" checkmark when you ran the report, these amounts will be based on the employee loaded rates rather than their hourly payroll rates.  (If an employee operates a rental piece of equipment, his hourly costs will appear in this section, but the corresponding rental costs for the machine will appear in Part III of the report.)  Note that if you pay employees by Tree Counts entered on the time slip, the costs associated with the tree counts will appear in this row as well.

The "Hourly Equipment" costs are calculated by multiplying the productive hours worked for each phase by the standard hourly equipment rate.  (Hours recorded for machines where the pay activity is not counted as "productive time" will be costed at a $0 per hour rate and will not appear in this report.)

Note:  Productive hours are those hours associated with Pay Activities whose Pay Activity Type (under the Setup | Pay Activity Types menu item) has the "Production" flag checked.

The "Employees, Activity" section shows costs associated with production slip entries for employees on this block.  If you checked the "Fully Loaded Costs" checkmark when you ran the report, these amounts will be based on the employee loaded rates rather than their hourly payroll rates. 

The "Employees, Load Pay" section shows costs associated with load-based payment to employees (e.g., employee drivers or operators paid by the tonne, ton, etc).  If you checked the "Fully Loaded Costs" checkmark when you ran the report, these amounts will be based on the overall load percentage set up within Basic Setup. 

Part III -- Includes all costs associated with subcontractors working on this block. 

The "Sub Contractors, Load Pay" costs are those costs paid to contractors based on the load slips. 

The "Sub Contractors, Hourly" section shows hourly payments made to subcontractors.  If the hourly payment is for rental equipment operated by your own employees, the costs of the hourly rental rate will appear in this section tagged as "Rental."  Note that if you pay hourly contractors by Tree Counts entered on the time slip, the costs associated with the tree counts will appear in this row as well.

The "Sub Contractors, Activity" section shows payments made to subcontractors based on production slips (e.g., day rates).

Part IV -- Includes Miscellaneous costs associated with either employees or contractors (entered under Data Entry | Expenses).  The expenses will be grouped with one line for each distinct expense account code.

The Bottom Panel of the report contains the following line items:

Total Actual Production:  volume (expressed in the unit of measure you used as the "Volume Measure" when you set the block up.  This value comes from the "volume" field on the load tickets on the block for the date range you have selected.

Total Estimated Production:  Tree Counts from the time slips on this block multiplied by the volume / tree ratio on the block.  This line item will only appear if the tree count field is enabled on your time slip.

Cruise Volume:  Taken from the "Cruise Volume" field on the load slip.

Total Trees:    Total Tree Counts from the time slips on the block.  This line item will only appear if the tree count field is enabled on your time slip.

Actual Volume/Trees:  Actual Volume produced on the block divided by actual trees from the tree counts on the time slips.  This line item will only appear if the tree count field is enabled on your time slip.

Estimated Volume/Tree: Value entered in the Block Setup wizard.  This line item will only appear if the tree count field is enabled on your time slip.

• This report will show hourly equipment costs only for those activities whose pay activity type (under Setup | Pay Activities) has the Production flag set to True.  (Non-productive hours are not costed explicitly because the equipment hourly costs build in a certain amount of assumed down time.)
• You must run the calculators before you run this report.
• Costs for Activities (other than "Trucking") whose "Is Pay Like Trucking" flag is set to True will appear in the report in the same section as regular load-based trucking payments.
• This report makes NO distinction between Header and Detail records (C_Part_13) for piece-based systems.