Revenue by Type & Year

This Help File Page was last Modified on 04/15/2017

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Revenue by Type & Year

This Help File Page was last Modified on 04/15/2017

Use the Revenue by Type and Year report to view a long range analysis of your Company's 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.

 

To access the Revenue by Type and Year 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 Revenue by Type and Year option to display the Revenue by Type and Year dialog shown below.

 

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 - Options tab

 

Items box: 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 Sales from Recurring Revenue Sale Items.

Non-Recurring - Click Non-Recurring to only report Sales from Sale Items that are not Recurring Revenue related.

Selected - Click Selected to Choose the Sale Items to be reported.

A Select Sale Item(s) dialog will be displayed.

 

HelpFilesSelectSaleItemsDialog

Select Sale Item(s) dialog

 

Selected - Check each Sale Item(s) to be included on this report.

OK - Click the OK button when you have made the needed selections.

 

HelpFilesRevenueByType&YearReportDialog

 

The selected item's Sales Category Code(s) will be displayed (see illustration above).

Clear - To remove any Selected Items so another Selected query may be started, Click the HelpFilesClearIconClear Icon.

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).

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton 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 down, respectively.

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

 

HelpFilesRevenueByTypeAndYearPreview

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

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 box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

HelpFilesRevenueByType&YearReportSample

Revenue by Type and Year - Preview tab - Recurring Items

 

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

 

HelpFilesRevenueByTypeAndYearDataView

Revenue by Type and Year 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 HelpFilesCloseBoxon the right at the top of the Data View tab.