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Generating revenue statistics per date reports

Menu path

Invoice ➔ Statistics ➔ Graphic overviews ➔ Date

Introduction

Exact Globe Next provides a graphical overview of revenue statistics that is displayed in Microsoft Excel spreadsheets based on the date of the invoices. The revenue statistics report shows the invoices in terms of invoiced amounts and invoiced quantities in a daily, weekly or monthly basis. The revenue statistics report is updated once invoices are processed in the final form.

This report is available only if you have E-Sales Analysis in your license.

Fields

You can filter the revenue statistics report that you want to generate. To filter the revenue statistics report, you can define one or more of the following criteria and click Start. The revenue statistics that match the defined criteria are then generated and displayed in graphs and tables of data in Microsoft Excel. A list of options will be displayed if you click 1-Search at Debtor and Classification. From the list, select an option and click Select.

Range section

Invoice date, to

Type or select a date range to generate a revenue statistics report for invoices processed within the selected date range. By default, the All check box is selected to generate a revenue statistics report for invoices processed on any date.

Note: Typing or selecting only the start date will generate a revenue statistics report for invoices that are processed on and after the selected date. Typing or selecting only the end date will generate a revenue statistics report for invoices that are processed on and before the selected date.

Debtor, to

Type or select the debtor or a range of debtors to generate a revenue statistics report for invoices received by the selected debtor(s). By default, the All check box is selected to generate a revenue statistics report for invoices received by all debtors.

Classification, to

Type or select the classification or the classification range to generate a revenue statistics report for invoices belonging to debtors with the selected classification(s). By default, the All check box is selected to generate a revenue statistics report for invoices belonging to debtors with any classification.

Options section

Group by

You can specify how you want to group the invoices by selecting one of the following options:

  • Date — Select this option to generate the revenue statistics report based on day.
  • Week — Select this option to generate the revenue statistics report based on week.
  • Month — Select this option to generate the revenue statistics report based on month.

Select

You can generate the revenue statistics overview based on any of the following options:

  • Invoice debtor Select this option to generate the revenue statistics report based on customers who received the invoice(s).
  • Sales order debtor Select this option to generate the revenue statistics report based on customers who placed the sales order(s).

Buttons

Start

Click this to generate the overview of the revenue statistics in Microsoft Excel. The following are examples of the spreadsheets that you will see in the overview:

  • Graph (Amounts)
  • Table (Amounts)
  • Graph (Quantities)
  • Table (Quantities)
  • Data

Graph (Amounts)

This overview displays the invoice amount created during the selected period and the invoice amount paid during the selected period.

OverviewOfRevenueStatsPerDate_graphamts 

Table (Amounts)

The Graph (Amounts) is composed based on the data from this table.

OverviewOfRevenueStatsPerDate_tableamt

Graph (Quantities)

This overview displays the number of processed invoices during the selected period and the number of invoices that have been paid during the selected period.

OverviewOfRevenueStatsPerDate_graphqty

Table (Quantities)

The Graph (Quantities) is composed based on the data from this table.

OverviewOfSalesVolumeStatsPerDate_tableqty

Data

This is a simple overview of the processed invoices based on the defined criteria.

OverviewOfSalesVolumeStatsPerDate_data

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.254.038
 Assortment:  Date: 11-09-2020
 Release:  Attachment:
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