LOFT Resource › Reports

Cost Report

Overview

The Cost Report provides a detailed periodic breakdown of costs across your organization. It shows labor costs over time, broken down by project and person, with support for different cost calculation methods and time periods.

Data Sources

Toggle between three data sources using the shelf buttons:

Planned — Costs based on the Role Planner schedule (what you intend to spend)
Booked — Costs based on confirmed bookings
Reported — Costs based on actual timesheet entries (what was actually spent)

Tip: Comparing Planned vs. Reported costs is a powerful way to identify budget variances early and improve future planning accuracy.

Cost Types

Use the Costs menu to select which cost types to include in the report:

Salary — Base salary cost of each person
Bid Rate — The rate charged to clients
Loaded Rate — Fully loaded cost including overhead
Additional cost categories (software, hardware, etc.) as configured

Note: Rate-based costs (salary, bid rate, loaded rate) are mutually exclusive — selecting one will deselect the others. Additional cost categories can be combined with any rate type.

Time Periods

Switch between weekly (W) and monthly (M) views using the toggle buttons. Use the date navigator to change the time range and number of periods displayed.

Summary and Grouping

Use the Summary menu to group data by different organizational levels:

By Project — Aggregate costs per project per period
By Person — See individual cost contributions
By Department or Role — Group costs by organizational structure
Combined — Use multiple grouping levels for detailed breakdowns

Actions

Reload — Refresh the report data
Clear Filters — Remove any active column filters
Export CSV — Download the report data for use in spreadsheets