Revenue by Month & Year

This Help File Page was last Modified on 03/26/2017

<< Click to Display Table of Contents >>

Navigation:  Accounts Receivable System - The Receivables Module > Receivable Reports - An Overview >

Revenue by Month & Year

This Help File Page was last Modified on 03/26/2017

Periodically you may want to see a long range view of your Company's gross Revenues - separated Month over Month, and Year over Year, to help identify your strong and weak months (if such a pattern exists); and the growth (or lack of it) of your Gross Revenues.

This Revenue by Month and Year report provides this information in a clear, concise, spreadsheet style.

To access the Revenue by Month and Year dialog:

a)From the Backstage Menu System Select Reports and Choose Receivable Reports  

b)From the Quick Access Menu, Select Reports and Choose Receivable Reports

On the Receivable Reports Menu, Choose the Revenue by Month and Year option to display the Revenue by Month and Year dialog shown below.

 

HelpFilesRevenuebyMonth&YearReportDialog

Revenue by Month and Year - Options tab

Revenue by Month and Year Report tabs - There are two tabs on the Revenue by Month and Year dialog.

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

Revenue Type - You may Choose the appropriate Sale Items, as needed.

All - By default, All Revenue Types will be reported.  

Recurring - Click Recurring to only report on Revenue received from Recurring Revenue Sale Items.

Non-Recurring - Click Non-Recurring to only report on Revenue received from Sale Items that were not Recurring Revenue related.

By Division/Division Group? - To include only those Sales to Subscribers who have been identified as a member of a specified Division or Division Group, Check this box.

Using the Drop-Down Selection List provided, Choose the appropriate Division or Division Group.

Display Chart? - Check this box and, using the Drop-Down Selection List provided, Choose the type of Graphic representation (i.e., Line graph, Bar chart, or Pie chart) to be displayed for this data.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

Print - Click the Print button HelpFilesPrintButtonWithUnderlineto Preview and optionally Print (to a File or a Printer) this Revenue by Month & Year Report.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesRecurringRevenueByMonthAndYearSample

Revenue by Month & Year Report - Preview tab - Display Chart? - Line option

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 Month & Year Report.

 

HelpFilesRecurringRevenueByMonthAndYearSamplePieChart

Revenue by Month & Year Report with the Display Chart? - Pie Chart option

 

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

 

HelpFilesRecurringRevenueByMonthAndYearSampleBarChart

Revenue by Month & Year Report with the Display Chart? - Bar Chart option

 

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.