---
title: "Report 150 - Customer & Job Expenditure"
canonical: "https://technology.bytangram.com/space/TGKB/952041499/Report%20150%20-%20Customer%20%26%20Job%20Expenditure"
format: markdown
---
This customer/job expenditure report shows what was spent vs what was billed within a time period, summed by client and then activity phase, activity or job. It gives an overall view of dimension health.

> ✅ Tip: This report brings data in based upon the jobs filtered within the jobs list. Always check your job filter before filtering further when running the report

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

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## NAVIGATION

- With your **jobs filter **set up to show the jobs you want to report on, in the **jobs** module:
  - Go to the **reports** icon > select **customer/job expenditure (150) **from the drop down

![image-20250519-045533.png](media://feeb62d4-50f2-4e50-9948-8fa907841b5d)


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## SET REPORT CRITERIA

- **Include data by:**
  - **Posting date **- looks at all records that have a posting date within the date range
  - **Job End date** - will only pull data for jobs with an end date in the date range
- **Include invoice drafts: **will include invoices that are **not finalised**
- **Include approved purchase orders: **will include POs as actual purchases
- **Group data by customer: **will group and sub-total by customer, prior to sub-totaling by chosen ‘lines'
- **Show lines**
  - **Activity phase **- good for grouping activities together into a sub-total line (i.e. department)
  - **Activities** - good for reviewing spend line by line
  - **Job **- will show job details
  - **None **-** **will just give you a total
- **Show diff. column **-** **will include a variance between spent and invoiced
- **Show hours **- will show the number of hours as well as the value
- **Show jobs with no expenditures** -** **shows all jobs in the jobs list filter, not only those that had expenditures in the period
- **Show time spent cost price** - will add a column showing the cost of time spent

![image-20250519-050131.png](media://4873d107-f318-485d-87f8-309b6a6ed06a)

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## VIEWING THE REPORT

- Go to the icons in the top right and select either:
  - View as a PDF
  - Export as an email
  - Export as a PDF, Excel, CSV file

![image-20250519-050156.png](media://eee43036-47f6-44e9-a7ad-a35340f87a3e)

![image-20250519-050632.png](media://22b1ea85-e84b-4ca7-b0f4-ec98001dad49)

| **NUMBER** | **COLUMN NAME** | **DETAILS** |
| --- | --- | --- |
| **1** | **Detail text** | Shows one line per record, based on your selection criteria |
| **2** | **Hours** | Number of hours assigned via Time entries to the job(s) underneath the client, based upon the jobs list search criteria |
| **3** | **Cost price** | Cost value (total) of the hours |
| **4** | **Internal** | Sale value of actual time entries & materials logged on the job(s) underneath the client, based upon the jobs list search criteria |
| **5** | **Purchases** | Charge out rate of approved PQs &/or creditor invoices assigned to the job(s) underneath the client, based upon the jobs list search criteria<br>- Includes data only if selected in the report criteria |
| **6** | **Total** | Total = Internal + Purchases |
| **7** | **Invoiced** | Finalised invoiced, optionally including the value of draft invoices<br>- Includes data only if selected in the report criteria |
| **8** | **Diff** | Total spent less total invoices. A negative indicates an overspend |
| **9** | **Diff %** | Percentage overspend Diff/Invoiced |

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