Wholesale Groups Report

□	The Wholesale Groups Report - sorted by Wholesale Groups - lists the Wholesale Rate that was Paid from the Allocations of Receipts from Invoices that were generated for Recurring Revenues, based on the specified Date Range of the Allocated Receipts.

•	The Allocated Receipts for those Subscribers who have Recurring Revenue records that are Unspecified are listed first.

•	Then, those Allocated Receipts that were assigned to Wholesale Groups in the Auto Bill Form are listed next.

•	If One Group is specified on the Options tab, only Allocated Receipts for those Subscribers who have Recurring Revenue records assigned that specific Wholesale Group, will be listed.

•	On the Main Menu, Select Reports and Choose the Accounts Receivable sub-menu, then Click Wholesale Groups.

►	Note: This report is inaccurate when used to list transactions that occurred prior to the installation of Version 5.1.32.X of the MKMS application.

□	Wholesale Group Report tabs - There are three tabs on the Wholesale Group Report dialog.

•	Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

HelpFilesWholesaleGroupsReport

Wholesale Group Report dialog

•	Wholesale Group - Choose whether to include All Recurring Revenue related Allocated Receipts, or a specified set of (one or more) Wholesale Group(s).

▪	All - By default, all Recurring Revenue related Allocated Receipts will be listed.

▪	Specific - Click this button to specific a set of (one or more) Wholesale Group(s).

o	Click the Ellipse in the Specific field to open the Select Wholesale Group dialog.

HelpFilesSelectWholesaleGroupDialog

Select Wholesale Group dialog

o	Check the Selected box for each Wholesale Group that is to be included in the report.

o	Click the OK ü button to Close the Select Wholesale Group dialog.

o	The Selected Wholesale Group Number(s) will be inserted into the Specific field.

HelpFilesWholesaleGroupSpecificField

•	Allocations - A Receipt may be wholly or partially Allocated, based on the amount of the receipt and the balance due on the outstanding invoices to which it is applied.

▪	All - By default, all Allocations for Recurring Revenue related Receipts will be included.

▪	Complete - Click this button to limit what is reported to only those Receipts for Recurring Revenue that have been completely Allocated.

•	Date of Allocation - This report is based on the specified Date Range of the Allocated Receipts.

▪	From - By default, this will be the first day of the current month.

o	Use the Drop-Down Date Selection Box to reset this Date, as required.

▪	To - By default, this will be the last day of the current month.

o	Use the Drop-Down Date Selection Box to reset this Date, as required.

•	Print - Click the Print button to Preview and optionally Print (to a File or a Printer) this Wholesale Collections 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.

HelpFilesWholesaleGroupsReportPreview

Wholesale Group Report Preview

•	Home - - Using either the screen Icon on or your Keyboard's Home key, moves the report to the top of the first page.

•	End - - 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.

▪	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.

•	Subscriber Record Number - Click the record number (the numbers that are listed in blue and underlined) of any Subscriber to open the Subscribers Form for that Subscriber.

•	Print - Click the Print button to Print (to a File or a Printer) the displayed Wholesale Groups Report.

•	Email - Click the Email button to 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.

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

HelpFilesWholesaleGroupsReportDataView

Wholesale Group 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.