Navigation: Accounts Receivable System > 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.

 

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 toward the bottom of the Options tab.

•Print - Click the Print button to 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.

 

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

•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.

•Print - Click the Print button to Print (to a File or a Printer) the displayed Revenue by Month & Year Report.

 

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

 

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

 

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 on the right at the top of the Preview tab.