Actual Margin Report 2023

Report Overview

The Reports > Management > Actual Margin Report 2023 calculates the actual margin that is made over a specified period, for each employee.

It displays an overall summary for the entity and breaks down individual employee and job margins on separate report lines underneath.

The Actual Margin Report attributes oncosts including super, Payroll Tax and Workplace Insurance.

The report uses timesheet data that meets the following conditions:

• the timesheet is at least in a pay run in Draft status
• the timesheet is at least included in an invoice in Draft status.

By default, the report will display data for the last full calendar month as well as the current month up to today’s date.

Note: The Actual Margin Report 2023 uses the updated Payroll Tax calculation method, but otherwise contains the same information as the Reports > Management > Actual Margin Report, with some small differences in the display order of the report columns.

The older version of the report will remain in portals to allow you to familiarise yourself with the new report, and will be decommissioned in the future.

On-screen Columns

The Report Summary in the Actual Margin Report includes the following data:

• Period
• Total Paid
• Total Charged
• Margin $
• Margin %
• Superannuation
• Payroll Tax
• Work Cover

Each report line will include the following data:

• Employee
• Job
• Total Paid
• Total Oncosts
• Total Charged
• Margin $
• Margin %

Export Options

You can export the on-screen view in .pdf or .csv format. The on-screen CSV will also include Employee ID and Job ID.

The Detailed CSV export includes the following columns:

• Employee
• Job
• Units Worked
• Units Paid
• Units Charged
• Allowances Claimed
• Allowances Paid
• Allowances Charged
• Total Paid
• Superannuation
• Payroll Tax
• Work Cover
• Total Oncosts
• Total Charge
• Margin $
• Margin %