Margin Reports
This guide explains how Enji creates margin reports and other details related to their use in an organization.
These reports are accessible to users with the following role: Stakeholder.
Margin reports help management determine whether a project or individual is generating profits. They showcase the profitability of a project or individual for the company. There are two types of these reports:
- Project Profits: Margin reports that focus on projects. They illustrate the project's profitability for the reporting period.
- Employee Profits: Margin reports that focus on individuals. They indicate the individual's profitability for the reporting period.
Rates entered in the admin panel and parsed hours are used to calculate all margin reports. This data and Invoice hours are affected by the Hiring type (configured in Employee Card):
- Staff: The user will be visible in the report.
- Non-staff: The user will be visible in the report.
- Intern: The user will be visible in the report.
- Customer: The user will not be visible in the report.
- Not in the company: The user will not be visible in the report.
Here is a list of reports that are available through Enji: