This screen allows you to search and generate reports for revenue statistics that will show the total revenue amount earned during the period. When an invoice has been printed and processed in the final form, the revenue statistics are updated as well.
This screen is available only if you have E-Sales Analysis in your license.
You can filter the revenue statistics that you want to generate. To filter the revenue statistics, you can define one or more of the following criteria and click Start. Click Advanced to display additional search criteria. The revenue statistics that match the defined criteria are then generated and displayed in a graph and tables of data in Microsoft Excel. A list of options appears if you click the Browse button in the Item, Debtor, and other boxes. From the list, select an option and click Select.
Note: In this document, the description is for generating a revenue statistics per period report with Items selected at Statistics in the Layout section.
You can generate the statistics for the following options. You can select only one option at a time:
Note: The availability of some options depends on the option selected at Statistics in the Layout section.
Type or select a date or a date range to generate a report of revenue statistics for invoices or sales orders processed within the selected date range. You can also select the All check box to generate a revenue statistics report for invoices or sales orders that are processed on any date. By default, the All check box is selected.
Note: Typing or selecting only the start date will generate a report of revenue statistics for invoices or sales orders that were processed on and after the selected date. Typing or selecting only the end date will generate a report of revenue statistics for invoices or sales orders processed on and before the selected date.
Type or select the item or a range of items to generate a report of revenue statistics for the selected item(s). You can also select the All check box to generate a revenue statistics report for invoices or sales orders for all the items. By default, the All check box is selected.
Note: You can select only one type of item if you have selected Debtors by item in the Statistics box under the Layout section.
Type or select the debtor or a range of debtors to generate a report of revenue statistics for invoices received by the selected debtor(s). You can also select the All check box to generate a revenue statistics report for invoices or sales orders with any debtor. By default, the All check box is selected.
Note: You can select only one debtor if you have selected Items by debtor or Item groups by debtor in the Statistics box under the Layout section.
Type or select the resource or a range of resources to generate a report of revenue statistics for invoices handled by the selected resource(s). You can also select the All check box to generate a revenue statistics report for invoices or sales orders with any resource. By default, the All check box is selected.
Note: You can select only one resource if you have selected Item groups by resource in the Statistics box under the Layout section.
Type or select the item group or a range of item groups to generate a revenue statistics report for invoices with the selected item group(s). You can also select the All check box to generate revenue statistics report for invoices or sales orders with any item group. By default, the All check box is selected.
Note: You can select only one type of item group if you have selected Debtors by item group or Resources by item group in the Statistics box under the Layout section.
Type or select the classification or the classification range to generate a revenue statistics report for invoices or sales orders belonging to debtors with the selected classification(s). You can also select the All check box to generate revenue statistics report for invoices or sales orders belonging to debtors with any classification. By default, the All check box is selected.
Type or select the country or a range of countries to generate a revenue statistics report for invoices or sales orders for the selected countries. You can also select the All check box to generate revenue statistics report for invoices or sales orders with any country. By default, the All check box is selected.
Type or select the cost center or a range of cost centers to generate a revenue statistics report for invoices or sales orders handled by resources belonging to the selected cost center(s). You can also select the All check box to generate revenue statistics report for invoices or sales orders handled by resources belonging to any cost center. By default, the All check box is selected.
Type or select the warehouse or a range of warehouses to generate a revenue statistics report of processed invoices only for the selected warehouses. You can also select the All check box to generate revenue statistics report for invoices or sales orders with any warehouse. By default, the All check box is selected.
Select the assortment that the item is grouped under. For more information, see Creating and maintaining assortments.
Note: The Assortment boxes displayed depend on the number of assortments defined at System/General/Settings, under Item data settings. For example, if two assortments are defined, two Assortment boxes will be displayed.
Note: The availability of some options depend on the option selected at Statistics in the Layout section.
You can choose how you want the report to be displayed. Select any of the following:
Select the year to be displayed in the report. You can select any of the following:
Note: This option is available only if you have selected Country, Debtors by item group, Item groups, Item groups by debtor, Item groups by resource, or Resources by item group in the Statistics box under the Layout section.
Select the type of extra information to be displayed in the report. You can select any of the following:
Note: This option is available only if you have selected Debtors, Debtors by item, Items, Items by debtor, or Resources in the Statistics box under the Layout section.
You can generate the report for the following options:
Note: This box is available/enabled only if you have selected Previous year in Comparison or Extra data.
Note: This box is available only if you have selected Debtors, Debtors by item, Items, Items by debtor, or Resources in the Layout section and if you have selected Planning in Extra data.
Type or select the budget scenario or name of the budget scenario for the planning. This information is mandatory.
Note: This box is available only if you have selected Debtors, Debtors by item, Items, Items by debtor, or Resources in the Layout section and if you have selected Planning in Extra data. You can create budget scenarios at System/Finance/Budget scenarios. For more information, see Creating and maintaining budget scenarios. Once budget scenarios are created, you can enter the budgeted revenue or cost at System/Finance/Budgets. For more information, see Entering budgets.
Select this check box if you want to accumulate the amount or quantity for the selected layout data in the Data tab.
Select this check box if you want to include data with lines of zero invoice quantity or zero invoice amount in the report.
Select this check box if you want to show the selection criteria in the report.
Select All to include all items in the report, or Item revenue to include only revenue items in the report.
Select Invoice debtor or Sales order debtor to generate the report based on the respective option.
Select this check box to include manual sales journal entries and financial transactions that were created to write off outstanding amount (entries with transaction subtype Discount/Surcharges) in the generated report. Clear this check box if you do not want to include manual sales journal entries or entries with transaction subtype Discount/Surcharges in the generated report.
Select this check box to include all rule items or phantom items in the generated report.
Click this to generate the report. The following are examples of the spreadsheets that you will see in the overview:
The graph view will contain bar graph that represents data in the table view.
The graph is composed based on the data from this table.
This view displays information based on search criteria selection in a tabular format.
Click Advanced to expand the search criteria.
Click Simple to hide the search criteria.
Click this to exit.