Profitability Report - Filtering Agreements
Filtering Agreements
When viewing your profitability report, you need to make sure your numbers aren't being inflated or deflated by any unique agreements. For example, Hourly agreements most likely need to be excluded because:- The utilization on these agreements are always going to be 100 percent. (if not, then you probably aren't billing for something which is an even bigger problem)
- The numbers for this one agreement might inflate or deflate your overall numbers across multiple clients.
We want to mark all you can eat type of agreements as covered in BizRatings.
1) Login and navigate to your Profitability Report
2) Click Filter Agreements from the Customize Report dropdown list
3) Use the Search bar to filter by Company Name, Agreement Name, Agreement Type. We recommend you search by Agreement Type so you can easily filter your agreements in one sitting.
4) Click the checkbox next to the proper agreement OR use the Mark all agreements as covered/non-covered (see above) and click Go. Here is how you can tell if an agreement is covered or not:
Non-Covered 
Covered
How do I filter my agreements?
Follow these quick steps to filter your agreements effectively:1) Login and navigate to your Profitability Report
2) Click Filter Agreements from the Customize Report dropdown list
3) Use the Search bar to filter by Company Name, Agreement Name, Agreement Type. We recommend you search by Agreement Type so you can easily filter your agreements in one sitting.
4) Click the checkbox next to the proper agreement OR use the Mark all agreements as covered/non-covered (see above) and click Go. Here is how you can tell if an agreement is covered or not:
Non-Covered Covered How does my report get updated after filtering my agreements?
After filtering your agreements, your changes will be queued in our automatic process and will be updated on the next go around. A good way to tell if your updates have been applied is seeing this in your profitability report: