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Revenue by Type & Year

This Help File Page was last Modified on 06/27/2013

Revenue by Type & Year

This Help File Page was last Modified on 06/27/2013

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Revenue by Type & Year

This Help File Page was last Modified on 06/27/2013

Previous topic Next topic  
Periodically you may want to see a long range analysis of your revenue growth - for recurring revenues, overall sales, sales that are not for-recurring revenue, or any selected group of Sales Categories.
This Revenue by Type and Year report provides this information in a clear, concise manner by summarizing the selected Sales Category's Sales Totals individually for each year on record.
Printing a Revenue by Type and Year Report
From the Main Menu, Select Reports, Choose the Accounts Receivable sub-menu, and Click Revenue by Type and Year.

 

Revenue by Type and Year Report tabs - There are three tabs on the Revenue by Type and Year dialog.
Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

HelpFilesRevenueByTypeAndYearOptions

Revenue by Type & Year

 

Check the button which best provides the desired content for the report:
All - By default, All Revenue Types will be reported.
Recurring - Click Recurring to only report on Recurring Revenue Sale Items.
Non-Recurring - Click Non-Recurring to only report on Sale Items that are not Recurring Revenue related.
Selected - Click Selected to Choose the Sale Items to be reported.
A Select Sale Item(s) Form will be displayed.

 

HelpFilesSelectSaleItemsDialog

Select Sale Item(s) dialog

 

Check each Sale Item(s) to be included on this report.
You may use the Advanced Search button, if required.
Click the OKü button when you have made the needed selections.

 

HelpFilesRevenueByType&YearReportDialog

The selected item's Sales Category Code(s) will be displayed (see illustration above).
Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Revenue by Type & Year report (see sample below).

 

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.

HelpFilesRevenueByTypeAndYearPreview

Revenue by Type and Year 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.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.
You may then Click the Up  or Down arrow to set the exact amount of Zoom you want.
Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Revenue by Type and Year 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.

HelpFilesRevenueByType&YearReportSample

Revenue by Type and Year - Selected Sale Item(s)

 

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

 

HelpFilesRevenueByTypeAndYearDataView

Revenue by Type and Year 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.