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Average Recurring Revenue Report

This Help File Page was last Modified on 04/14/2013

Average Recurring Revenue Report

This Help File Page was last Modified on 04/14/2013

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Average Recurring Revenue Report

This Help File Page was last Modified on 04/14/2013

Previous topic Next topic  
One of the most powerful features in the MKMS Accounts Receivable module is the automation of Recurring Revenue Billing.
A substantial portion of the value of an Alarm business is their Average Monthly Recurring Revenues.
Tracking your Recurring Revenues over time lets you see whether your business is expanding or contracting its Recurring Revenue base.
We suggest this Average Recurring Revenues report be printed monthly.

 

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Average Recurring Revenue Report - Options

 

Using the Average Recurring Revenue Report to help track your Recurring Revenues by amount and category.
From the Main Menu Select Reports and Choose the Accounts receivable sub-menu. Click Average Recurring Revenue.

 

Average Recurring Revenue Report tabs - There are three tabs on the Average Recurring Revenue Report dialog.
Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). Make the selections that provide the information you need:
Report Type - Indicate how much data is to be included.
Detail - Lists each Subscriber and the Recurring Revenues for which they are contracted.
Summary - Lists the defined types of Recurring Revenues by Sale Item Code and summarizes the number of each Recurring Revenue entries per Recurring Revenue Type and the gross value for each type.
Formatting - Indicate how the list will be formatted:
Show Bill Payer Summary - For Accounts that have multiple service addresses, the master Account (the Bill Payer of record) will be listed followed by each of its locations and Recurring Revenues.
Page Break on New Bill Payer - For Accounts that have multiple service addresses, the master Account (the Bill Payer of record) will be listed followed by each of its locations and Recurring Revenues.
oA new page will be started for each new Bill Payer.
Report On - Indicate who will be included on the list:
All Bill Payers - By default, all Bill Payers will be included.
One Bill Payer - Click One Bill Payer to have only one master Account - the master Account (the Bill Payer of record) - will be listed followed by each of its locations and Recurring Revenues.
Bill Payer - If One Bill Payer is selected, use the Search Box to select that Bill Payer.
Select Division - By default, this field is blank and all qualifying Accounts will be listed.
If a Division is selected using the Drop-Down Selection List provided, the report will be limited to Subscribers assigned that Division code.
This Division could be their Dealer name for Dealer Billing Accounts, a normally used Company Division, or a Division Group to which some Subscribers have been assigned because their Division - identified on the Accounting Information tab on the Subscribers Form - is a Member if that Division Group.
The Division Group could also be selected to incorporate All Subscribers associated with that Division Group.
If you want to report the Average Recurring Revenues for only One Division (or Alarm Dealer - if you are doing their Dealer Billing), use the Drop-Down Selection List to Choose that Alarm Dealer, Division or Division Group.

HelpFilesAverageRecurringRevenueReportOptions

Start Date Option selected

 

Print By - Indicate the preferred sorting and selection order if you want it changed.
Division - Check to have the report sorted by Division, then by Subscriber within each Division.
Start Date - Check this box to report only Recurring Revenues started within a certain period of time.
oEnter a Date Range for when their Recurring Revenue would have started:
oStart - Enter the on of after Date which this report will use to calculate the results.
oEnd - Enter the up to and including Date which this report will use to calculate the results.
Exclude Fixed Term Items? - Fixed Term Recurring Revenues are generally related to payment plans for installations, system additions, or fixed term leases - not regular on-going Recurring Revenue related Services. Check if you do not want Fixed Term items included in the report.
Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Average Recurring Revenue Report.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.
Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively.
Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesAverageRecurringRevenueReportPreview

Average Recurring Revenue Report - Preview

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.
End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.
Arrows - The arrows allow you to move back and forth, from page to page.
Number - Indicates the page number you are viewing.
You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.
If you enter an invalid page number, it will be ignored.
Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.
Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).
Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.
Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

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When you Click the Zoom To Percentage button, the Percentage selector will be displayed.
You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.
Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Average Recurring Revenue Report.
Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.
To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab.

 


 

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Average Recurring Revenue Report Detail sample

 


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Summary form of the Average Recurring Revenue Report

 


 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

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Average Recurring Revenue Report - Data View

 

Arrows - Click the arrows to move through the record.
Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):
Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.
Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.
Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.
To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab.