Activating the Client Profitability Merge record

Before you can generate the Client Profitability report, you must activate the merge record. The merge record is set up for you; the only thing you have to do is to activate it.

To activate the merge record:

1. Go to System Admin > Outputs > Merges.
   The Merge Admin dashboard opens.
2. In More Search, select Archived and click Search.
   A list of archived merges displays. You should see Client Profitability in the list.
3. Open Client Profitability ( Open).
   The Merge Admin Detail form opens. You should see the following fields and values.

Name	Client Profitability
Template File	ClientProfitability_MergeTemplate. This is the Excel template that formats your data.   Note: There is a newer version of the Client Profitability Merge template named ClientProfitability_MergeTemplate_PayGroupBelow available beginning with ClientSpace Release 149 that includes the fields used to calculate the Average EE Count. The Average EE Count calculation is not dependent on receiving the new template. The new template simply displays the fields used in the calculation. The newer template is available by request. Please contact your ClientSpace representative or log an extranet case to receive the new template.
Type	Excel
Procedure	peo_merge_client_profitability

4. Select Active to enable the merge record.
5. Click Save.