Cost Detail Report
This report is filtered based on your division settings:
- Function: Operational
- Work Type: Full Project
The Cost Detail report compares what each completed project sold for with its estimated and actual cost, and sums the results for the date range: total costs, margins, losses, and how many jobs came in over or under estimate.
This report now requires View Project Costs, the same permission as the WIP Report. Before October 2026 it had no permission check. If someone who used it can no longer open it, an administrator can grant them that permission.
Accessing the Report
Reports > Production > Cost Detail
The report reads actual cost imported from ComputerEase, so it appears in the menu only for companies that import it.
Which Projects Are Counted
Won production projects (not change orders) whose Completion Date falls in the date range. Deleted projects, projects on deleted contacts and projects marked as non-sale are left out, as on the other production reports.
Before October 2026 this report also counted non-sale projects and projects on deleted contacts, so totals for earlier ranges can differ slightly from what it showed then.
Summary
| Figure | How it is worked out |
|---|---|
| Total Projects | Projects in the range |
| Total Sold Amount | Sum of each project's total sold amount |
| Total Actual Cost | Sum of actual cost |
| Total Estimated Cost | Sum of estimated cost |
| Cost Difference | Total Estimated Cost − Total Actual Cost. Shown in red when negative |
| Cost Difference Average | Cost Difference ÷ Total Projects |
| Cost Difference Percent | Cost Difference ÷ Total Sold Amount |
| Total Losses | Sum of (estimated − actual cost) over the projects that cost more than estimated |
| Total Losses Project Percent | Total Losses ÷ Total Sold Amount |
| Avg. Project Size | Total Sold Amount ÷ Total Projects |
| Estimated Margin | (Total Sold − Total Estimated Cost) ÷ Total Sold, across all projects together |
| Actual Margin | (Total Sold − Total Actual Cost) ÷ Total Sold, across all projects together |
| Margin Difference | Actual Margin − Estimated Margin |
| Performance Ratio | Projects that came in at or under their estimated cost : projects that cost more. A range where every job came in on budget reads like 12:0 |
| Performance Rate | The share of projects that came in at or under their estimated cost. Higher is better |
The margins are worked out across all projects together, so a large project counts for more than a small one, as it does in the cost totals.
Before October 2026, Performance Rate counted the projects that cost more than estimated, the opposite of its label. It now counts the ones that came in at or under, so the figure for the same range is 100% minus what it used to show.
Report Columns
| Column | Description |
|---|---|
| Project ID | Job number. Click it to open the project |
| Name | Client last name and project title |
| Total Sold Amount | The project's total sold amount |
| Total Actual Cost | Actual cost |
| Total Estimated Cost | Estimated cost |
| Actual Margin | (Sold − actual cost) ÷ sold |
| Estimated Margin | (Sold − estimated cost) ÷ sold |
| Margin Difference | Actual Margin − Estimated Margin |
| Date Started | Production start date |
| Date Complete | Production completion date |
| Project Manager | The project manager |
| Lead Remodeler | The project's lead carpenter |
| Salesperson | The salesperson |
| Division | The project's division |
| Cost Difference | Estimated cost − actual cost |
Project Manager, Lead Remodeler, Salesperson and Division use your company's names for those fields. A cost or sold amount with no value shows as $ — —, and a margin that cannot be worked out shows as 0.00%. The TOTAL row repeats the summary's totals and margins, with the Performance Ratio under Margin Difference.
The report opens in project-title order. Click any column heading to sort by it.
Available Filters
| Filter | Description |
|---|---|
| Completion Date From / To | The completion-date range. Defaults to January 1 through today. Presets pick common ranges |
| User | Projects where this person is the salesperson, project manager, planning team leader, estimator, inside sales, lead carpenter or lead painter. Disabled users are listed after the others, marked (disabled) |
| Division | Only projects in this division. Shown when your company does not use the Division / Function / Work Type filters. Deleted divisions are marked (Disabled) |
| Division / Function / Work Type | Shown instead of the single Division filter when your company uses them. See the data scope note at the top of this page |
Filters are kept in the page address, so you can bookmark or share a filtered view.
Exporting
Click Export CSV to download the table in the order shown, followed by its TOTAL row. Amounts and margins are plain numbers.
Related Topics
- WIP Report — Contract, cost and billing for jobs still in production
- Cost Controls — Budget against actual tracking
- Production Reports — Every production report