Revenue Report: Difference between revisions
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Latest revision as of 11:39, 18 September 2024
Location
REPORTS > Management Reports
Purpose
The Revenue Report lists the revenue generated by up to six selected miscellaneous charges and coverages by rental agreement number.
Options
- Charges – Select the charges to appear on the report by moving them from the left list over to the right list. Use the add/remove buttons or double-click on a charge. You can select up to seven charges to be included.
- Print – The report can print contract details or just a summary of grand totals.
- Include Revenue Splits – If this box is checked, revenue will be split according to the contract’s revenue split matrix, if applicable.
Buttons
Add – Moves a charge from the left list to the right list. The charge will be included in the report.
Delete – Moves a charge from the right list to the left list. The charge will not be included in the report.
Data Selection
Contracts are selected by the following rules:
- The contract is closed.
- The contract’s report date is within the report’s date range.
- The contract’s class is selected in the Class list.
- The contract’s product is selected in the Product list.
- The contract’s report location is selected in the reporting lists.
Miscellaneous charges are selected by the following rules:
- The charge is selected in the Applicable Charges list.
- The charge’s report date is within the report’s date range.
- The charge’s report location is selected in the reporting lists.
- The charge is not included in the T&M charges.
- The charge’s class is selected in the Class list.
- The contract’s product is selected in the Product list.