Reports List: Contact Profitability Report
The Contact Profitability Report is useful in reporting on business metrics information. This report is only effective if billing and expenses are stored in Junxure. See Billable Time for more information.
Choose Contact Profitability Report from the Reports > Reports List > Business Development menu. This will launch the Contact Profitability Report window.
- In the Rule Category field, select a rule from the drop down list or click New to create a new rule.
- Choose a State Date and End Date in the fields provided to determine a time period for your report.
- Click Preview Data to view your results in the grid at the bottom of the window. You may also export this data to Excel by clicking the Excel icon on the top menu.
- Click Close to close the report.
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