Job P&L & Job Management Reports

Overview

Fr8Labs provides Job Profit & Loss (P&L) and Job Management Reports to help operators and finance teams track shipment-level performance. These reports give visibility into:

  • Revenues (customer invoices)

  • Costs (vendor invoices, purchase charges)

  • Gross profit per shipment or customer

  • Operational KPIs like status, milestones, and outstanding tasks

Job Report Dashboard

Job Report Dashboard


Job P&L Report

Purpose

The Job P&L Report shows profitability at the shipment level and in aggregate. It consolidates all sales invoices, purchase invoices, and related costs linked to a job.

Key Features

  • Revenue vs. Cost vs. Margin per job.

  • Drill down into invoice details directly from the report.

  • Filter by Customer, Trade Lane, Job Type, Branch/Cost Center, Date Range.

  • Export for management reporting or customer profitability analysis.

Example Use Cases

  • Identify loss-making shipments.

  • Compare profitability between Air vs. Ocean jobs.

  • Monitor margins by customer or sales owner.

Job P&L Report Table

Job P&L Report Table


Choosing a date basis and branch

In the P&L Report, choose Job Created Date in the Output Type filter to group rows by the month and year the job was created. This answers a different question from grouping by shipment or billing dates: jobs created in one month can have shipment activity or invoices in another. Keep the output type consistent when comparing reporting periods.

For both P&L and Job Management reports, use the Branch Filter dropdown to focus on a specific branch. Check the branch selection and date basis before comparing totals with another report.

Job Management Report

Purpose

The Job Management Report is designed for operational oversight. It combines accounting data with job progress to provide a complete picture of shipment performance.

Key Features

  • Shows status of each job (Draft, In Progress, Ops Closed, Completed).

  • Includes financial summary (invoices posted, costs booked, outstanding balances).

  • Displays job owner, customer, trade lane, ETD/ETA, and milestones.

  • Helps finance users review invoice details even without direct job access.

Example Use Cases

  • Operations managers tracking jobs nearing ETD/ETA.

  • Finance managers checking which jobs have unbilled costs.

  • Customer service teams preparing job-level reporting for clients.

Job Management Table

Job Management Table


Export & Sharing

Both reports can be exported to Excel (XLSX), CSV, or PDF for offline analysis or sharing with management and customers. You can also create Saved Views (e.g., “Jobs This Month with Margin <10%”) to reuse filters quickly.

Export Options on Job Management

Export Options on Job Management


Key Points to Remember

  • Job P&L focuses on profitability.

  • Job Management Report combines financial and operational data for holistic job tracking.

  • Accurate reporting requires:

    • Customer invoices linked to jobs.

    • Vendor costs booked promptly.

    • Correct job statuses updated by operations.

  • Both reports support filters by customer, partner, lane, branch, or job owner.

Additional report columns

Actual Profit in the Job Management Report is calculated from Actual Sales minus Actual Cost. It appears alongside the existing Profit column. Use the column tooltips to check which calculation you are comparing.

The P&L Report also includes POL Code and POD Code, alongside the port names. The port-code columns are included in CSV and Excel exports.

Finding jobs by operator or marks

The Job Management list includes an Operator column showing the assigned operator. Filter by operator name to narrow the jobs shown; operator information is included in exported job-management data.

The Mark/Remark column in the Job Management Report provides MBL-level container marks or job remarks. Use its filter to find shipments by those values.

Master Job invoices and the P&L Summary

Invoices created directly on a Master Job are included in Job Management, List Accounting Document, and the P&L Report. The Master Job's Profit & Loss Summary also includes both master-level and sub-job invoices. When reconciling totals, check invoices at both levels and keep the report filters consistent.

The Profit & Loss Summary printout includes the Freight Code beside each billing item, allowing you to match a charge description to its item code.

Documentation owner: Fr8Labs Customer Success. Text reviewed: 21 September 2026.