This Help File Page was last Modified on 03/26/2017
Recurring Revenue Preview
This Help File Page was last Modified on 03/26/2017
•How much Recurring Revenue will be billed this month, or next month or the month after?
✓The Recurring Revenue Preview Report will answer this question for any specified Month and Billing Cycle.
•To access the Recurring Revenue Preview dialog:
a)From the Backstage Menu System Select Reports and Choose Receivable Reports, or
b)From the Quick Access Menu, Select Reports and Choose Receivable Reports
✓On the Receivable Reports Menu, Choose the Recurring Revenue Preview option to display the Recurring Revenue Preview dialog shown below.
Recurring Revenue Preview - Options tab
❑Recurring Revenue Preview Report tabs - There are three tabs on the Recurring Revenue Preview dialog.
•Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).
✓Report Type - Specify the required report format.
▪Detail - By default, Detail is selected which includes the Detail Line Item for each Recurring Revenue item that will be Invoiced.
▪Summary - Click Summary for the abbreviated version that includes the Subscribers who will be Invoiced and a summarized breakdown of Recurring Revenue by Sales-Category Code..
✓Period To Preview - Use the Drop-Down Selection Lists to enter this information.
▪Year - By default, it will be the current year unless this is the last Month of the Year, in which case the following Year will be offered.
oEnter the Year for this preview, if a different Year is required.
▪Month -By default, it will be the Month following the current Month.
oEnter the appropriate Month for this preview, as needed.
oUse the Drop-Down Selection List to select the appropriate Recurring Billing Cycle for this preview.
Recurring Revenue Preview - Not using Multiple Billing Cycles
oOtherwise, as shown above, this field will not be available.
➢Note: Recurring Revenue is batched, tracked and stored within MKMS by a combination of the Year, Month and Billing Cycle.
If your Company is not using Multiple Billing Cycles, the default "Standard" cycle is used.
✓Order by Subscriber ID? - By default, the report prints in alphabetical order by Subscriber Name.
▪Check this box to print the report in Subscriber ID order.
✓Division - By default, no Division is selected, therefore all Divisions will be reported.
▪To limit the report to a specific Division:
a)Check the Division box.
b)Use the Drop-Down Selection List to Choose the Division that is to be reported.
✓Print - Click the Print button to Preview and optionally Print (to a File or a Printer) this Recurring Revenue Preview Report.
✓To Exit this Report dialog, Click the Close button toward the bottom of the Options tab.
•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.
Recurring Revenue Preview - Preview tab - Detail format
✓Home - - Using either the screen Icon 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 (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 Revenue by Type and Year 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 box on the right at the top of the Preview tab.
Recurring Revenue Preview - Preview tab - Summary format
•Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.
Recurring Revenue Preview Report - Data View tab
✓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 box on the right at the top of the Data View tab.