Payroll & Finance

Margin Reports

See what you paid against what you charged, by client, site, worker, role and cost code, from the same figures as payroll and the charge schedule.

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Overview Agency Console Reading It Client Dashboard Troubleshooting Related Guides

Overview

Pay against charge.

Before you start

  • Agency console: the Payroll preset, an Admin or a super admin.
  • Client dashboard: an Admin.
  • Rate rules with both a pay rate and a charge rate. A shift with no charge rate shows £0.00 revenue.

Margin is the charge minus the pay for each shift, worked out by the same pricing engine as payroll, the Sage file and the charge schedule. Weeks locked on Close week use their frozen figures.

Agency Console

Filter, then read.

Agency console: Reports > Margin.

Choose the period

Set Date From and Date To. The page opens on the current month to date.

Narrow it down

Choose a Client, Location, Job Role or Cost Code, or leave them on all, and click Filter.

Check what is included

A box above the figures says how many approved shifts are included and lists any left out and why. Click the draft run link to include unapproved shifts on screen.

Reading It

Cards, table and chart.

Cards: Total Pay Cost, Total Charge Revenue, Total Margin and Avg Margin %.
Margin Breakdown has one row per worker, site and role: Client, Location, Worker, Role, Hours, Pay Rate, Charge Rate, Pay Cost, Revenue, Margin (£) and Margin %, with totals.
Margin by Client is a bar chart of margin per client for the period.
A warning box lists shifts with no charge rate, with a link to the rate rules.

Client Dashboard

Your own sites.

Client dashboard: Reports > Margin. Set From, To and Location and click Filter. The page opens on the last 30 days. Cards show Total Pay Cost, Total Revenue, Total Margin and Avg Margin %, and Margin by Location lists shifts, hours, pay cost, revenue and margin per site.

To see margin over time, pick Group by Day, Week, Month or Year and click Filter. Weeks are your pay weeks. The Margin over time table shows each period for all sites, then each site, with hours, shifts, pay, charge, margin and margin %, and a total line. The chart above it shows all sites as bars and each site as a line; use Show to switch between margin, margin %, charge, pay, hours and shifts. Click Export at the top right for the same table as Export CSV, Export Excel or Export PDF, with the totals by site underneath.

Note

The client dashboard margin report includes every completed shift in the dates, approved or not, and counts your own workers. The agency console report counts approved shifts only, by the client that owns the site. The two can differ for the same dates.

Troubleshooting

Common questions.

What you see Why What to do
"No margin data for the selected period." No approved shifts in the dates and filters. Widen the dates, or use the draft run.
A negative margin The pay is higher than the charge, often a premium with no matching charge uplift. Check the rate rule's premium charge rates.
Revenue of £0.00 on some rows No charge rate. Add a charge rate on the rate rule or the worker.
Your Payroll Week (the Payroll role checklist)
The Charge Schedule
Creating Rate Rules
General and Spend Reports
Previous Exporting to Xero Next Billable Workers
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