Revenue By Type Report

Introduction

This report shows a list of selected revenue types with the total revenue for each type. There are two possible ways to view this report: in summary or detail.

(Image below: Summary)

(Image below: Detail)

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Running the Report

1. Click on the Reports menu and Run a Report.
2. Click to expand the Revenue Reports.

3. Click on Revenue By Type.

This will open a window where you define parameters for the report.

After you click OK to run the report, you can refresh the report page at any time to go back to the parameters window, and make changes.

At the top of the report, be sure to look at the paging controls (see screenshot below). If the button on the right (next page) is available then there is more data.

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Parameters

After you define these parameters, scroll to the bottom, and click OK to go into the report.

Select Start Date and Select End Date: This is required and determines what period of time should be reflected in the report. Payments will appear if the payment date falls within this date range.

Please Enter Revenue Items: In the example below, if you click Start of Range and choose "ABC Dues," and then click End of Range and choose "Admin Fee," you would need to click Add Range to create the range. The report would then include any payments for ABC Dues, ABC National Dues, and Admin Fee.

Available Values: Instead of choosing a range at the top, you can select specific revenue items under the left (Available Values) and add them to the right side (Selected Values).

Click on a revenue item and then click the right arrow to add it to the list of Selected Values.

If you click the double arrows then you are adding everything.

Other options:

• To remove a profile from the list on the right, select it, and click Remove.
• To remove everything from the list on the right, click Remove All.

In the example above, if you wanted to quickly select, ABC Dues and Bankers Dues, hold the Ctrl key, click each item, and then click the right arrow to add both of them.

To recap, the top and middle sections of the parameters window allow you to select revenue items, but in different ways. You either select a consecutive list of revenue items using the top section of the parameters window or you jump around the list and manually select revenue items using the middle section of the parameters window.

Accounting Package Name Contains: This allows you to include data for a specific accounting package based on the Revenue Item(s) used on the invoice. In your Global Settings (Admin menu), under the Accounting Packages tab, you will see the Accounting Package Name. If you want to focus on data for that package, enter that name in the parameters window.

Otherwise leave this as All to show all data.

Choose a Format: This is required and determines if the report should offer a summary or details.

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Breakdown of Report

Summary

In the parameters, when choosing a format, if you chose Summary, the report will include the:

• Revenue item name
• Debit and credit account numbers
• Total revenue for that revenue item
• Total of all revenue item totals at the very end of the report

Details

In the parameters, when choosing a format, if you chose Details, the report will include the:

• Revenue item name
• Debit and credit account numbers
• Invoice number
• Profile ID
• Apply Date
• Profile Report Name
• Event ID (if it involved an event)
• Adjusted amount of invoice
• Total amount of all invoices under that revenue type
• Total of all total amounts at the very end of the report

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Exporting

In the top left corner is a button to print which allows you to export this report to PDF.

Once exported to PDF, you can view and print the PDF.

Also in the top left corner is a button to export to other formats.

The other available formats include:

• Crystal Reports (RPT)
• PDF
• Microsoft Excel
• Microsoft Word
• Rich Text Format
• Character Separated Values (CSV)
• XML

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