Re: Gross Profit Reporting

From
Kimberly Guerci <kguerci@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Beth Ann Rosario <bethann.rosario@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 12 Dec 2023 09:52:07 -0500
Folder
INBOX
--0000000000007a4244060c5132d1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I use the CC gross profit report and the summary report. If they are creating a report, it definitely needs to have the ability to drill down and the OT needs to be correct. The gross profit report does not capture OT correctly(or so I am told) and we are really flying blind until we see the P&L almost 6 weeks later. On Tue, Dec 12, 2023 at 9:28=E2=80=AFAM Audra Williams = wrote: > I have a meeting with Elizabeth Clark as I believe they are going to try > to build a new gross profit report out of Netsuite. I wanted to get some > thoughts without assuming prior to meeting and can also bring you all to > the table if needed! > > Can you tell me how you and when use the Gross Profit report in detail, > what gaps there are and what you want captured? > > Do you want to see it simplified like it use to be in ClearCare as well a= s > have a view that you can drill down? > > Best, > > Audra Williams > Director, Divisional Operations > *Please note my email has changed:* > audraw@TheKey.com > (425) 757-7027 > TheKey.com > [image: TheKey] > --0000000000007a4244060c5132d1 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I use the CC gross profit report and the summary report.=C2= =A0 If they are creating a report, it definitely needs to have the ability = to drill down and the OT needs to be correct.=C2=A0 The gross profit report= does not capture OT correctly(or so I am told) and we are really flying bl= ind until we see the P&amp;L almost 6 weeks later.=C2=A0=C2=A0 On Tue, Dec 12, 2023 at 9:28=E2= =80=AFAM Audra Williams &lt; audraw@the= key.com &gt; wrote: I have a meeting with Elizab= eth Clark as I believe they are going to try to build a new gross profit re= port out of Netsuite. I wanted to get some thoughts without assuming prior = to meeting and can also bring you all to the table if needed! =C2=A0Can you tell me how you and when use the Gross Profit rep= ort in detail, what gaps there are and what you want captured? Do you want to see it simplified like it use to be in ClearCar= e as well as have a view that you can drill down? =C2=A0 Best, Audra Williams=C2=A0 Director, Divisional Operations Please note my email= has changed: = audraw@TheKey.com (425) 757-7027 Th

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