Invoice ➔ Statistics ➔ Graphic overviews ➔ Period/Debtor/Item
The revenue statistics shows a comprehensive report on the total revenue earned during the period from the debtors for the items. The revenue statistics are updated when an invoice has been processed in the final form.
This report 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. The revenue statistics that match the defined criteria are then generated and displayed in a graph and a table of data in Microsoft Excel. A list of options will be displayed if you click at Debtors, Item, and other fields. From the list, select an option and click Select.
Type or select a date or 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.
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.
Type or select the category / classification or the category / classification range to generate a revenue statistics report for processed invoices belonging to debtors with the selected classification(s). By default, the All check box is selected to generate a revenue statistics report for processed invoices belonging to debtors with any classification.
Type or select the resource or a range of resources to generate a revenue statistics report for processed invoices handled by the selected resource(s). By default, the All check box is selected to generate a revenue statistics report for processed invoices handled by all resources.
Type or select the item or a range of items to generate a revenue statistics report for processed invoices for the selected item(s). By default, the All check box is selected to generate a revenue statistics report for processed invoices for all items.
Select the assortment(s) to generate a revenue statistics report for invoices with items linked to the selected assortment. For more information on assortments, see Creating and maintaining assortments.
Note: The Assortment boxes displayed depend on the number of assortments defined at System ➔ General ➔ Settings, in Item data settings. For example, if two assortments are defined, two Assortment boxes will be displayed.
Select the Unprocessed check box if you want to generate a revenue statistics report that include all financial entries in the sales journal (created when an invoice is processed in the final form) that have been processed and that have yet to be processed at Finance ➔ Entries ➔ Process. To generate a revenue statistics report with only financial entries in the sales journal that have been processed, clear this check box.
Click this to generate the revenue statistics report in Microsoft Excel. The following are examples of the spreadsheets that you will see in the report:
This report displays the processed/unprocessed invoices per year/month in total sales amount.
The graph is composed based on the data from this table.
This is a report of the invoices based on the defined criteria.
This is an overview of the selection criteria defined.
Click this to exit.