PS Report: Revenue

Overview

The Revenue Report displays Customer Information for Jobs on revenue billed.

The Detail report displays Customer #, Customer Name Job # and Name, Start Date, Expiration Date, Last Rate Change Date, Standard /Guard Bill Rate, Average Bill Rate, Total Hours Billed, Total Revenue Billed, and % of Revenue from Operations. The Detail report displays one line per Job, grouped by the Jobs Customer (in Bill Codes by Job).

The Summary report displays one line per customer.

Also displays Actual (from Billing Review and Edit) vs Working Budget and Actual vs Original Budget summary information. Budgets will be manually entered on this screen.

You can filter the report using tier which makes it easy to create a specific report each time you need one without recreating the criteria. See Using Tier Templates and Using Tier Parameters for more information.

Location security does apply when determining which Jobs to include in the report.

Key Functionality

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature. The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies you have permission to access. The default company prints on every page of the report.

If the User has permission to only one company, then just that one company will display in the list. If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company. For more information see Learning about WinTeam Reports.

Use the Report Format option to choose the level of detail for the report.

Enter working budgets to compare to actuals from Billing Review and Edit report options screen.

As soon as the Hours and Revenue are entered, the Average Bill Rate is computed. See Average Bill Rate below for calculation.

Enter original budgets to compare to actuals from Billing Review and Edit report options screen.

As soon as the Hours and Revenue are entered, the Average Bill Rate is computed. See Average Bill Rate below for calculation.

Customers

Select the Customers to include on the report.

Select All to include all Customers on the report.

Select Range to define a range of Customer Numbers for the report. When you select Range, the Customer Number range fields display. Type the beginning Customer Number in the From field and the ending Customer Number in the To field.

Select Pick to define specific Customers for the report. When you select Pick, the Customer list displays. Select the check box next to each Customer to include on the report.

Select Create to define your own list of Customers. When you select Create, a small grid displays to the right. Enter the Customer Numbers you want to include in the list, or use the Lookup to locate the Customer Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Customer Numbers you want to exclude in the list, or use the Lookup to locate the Customer Numbers.

Date Range

This is the Billing Date from the Review and Edit screens. It is not the schedule dates.

Use the Date Range fields to select the billing dates for revenue.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

Select to sort records for a Customer by Revenue (most to least). Different Customer's records will not be sorted based on one another, but will remain sorted based on the Customer Number.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

Preview

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Print

Click the Print button (or press ALT + P) to send the report to your default printer.

Export

Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).

Security

The Revenue Report screen does not have its own Security Group.

The Revenue Report screen is part of the PS Reports ALL Security Group.

Tip:  For more information see Security Groups Overview and Security Groups By Module.