This report displays the total revenue earned by the agency from specified customers.
It lists the total number of transactions made and amounts paid by customers in the activity registration, facility reservation, daycare registration, membership sales, and POS modules.
Reports > Population Reports > Customer Revenue
Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.
The following fields are available on the Customer Revenue page:
| Name of Field | Type | Description |
Custom Lists |
||
| Transaction Date/Time (From, Through) | Date/Time | Date and time range of revenue
transactions to include, entered in month, day, year format, or
by clicking
Time entered in HH:MM AM/PM format. |
| Custom List | Dropdown list | Title of custom list to include in the revenue report, as selected from a predefined list.
Only transactions of customers included in the custom list will be considered for the report. Required.
Click the Preview/Edit List link to view or edit the custom lists. |
| Show additional filter options | Checkbox | Option to select additional filters to the custom list to fine tune the list of customers to include in the report.
Selecting the checkbox will display the various sections of filter criteria (Population, Registration, Facility, Membership, Daycare, Leagues, POS, Locker).
Click the More>>> link of a particular section to expand it, allowing you to add filter criteria.
Click the <<<Less link to collapse the section.
Note: Adding filter criteria will limit the report only to include customers who meet all the selected criteria in the custom list. For example, if an activity is added as a filter, only customers in the custom list who registered in the activity will be included in the list. |
Options |
||
| Net Revenue no less than | Numeric | Option to only include customers whose total net revenue (total revenue earned by the agency from the customer) is equal to or more than the specified amount. Required. |
Output type |
Dropdown list |
The output type or format of the report, as selected from a predefined list.
The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel. |
Residency |
Dropdown list |
Include enrollees on the list based on their residency status:
|
Sort By |
Dropdown list |
Option to sort the report according to the following criteria:
|
Save Report Definition |
||
Report Title |
Text | Option to save the report definition for later use.
Enter a title in the Report Title field, then click Save.
If an existing report definition was edited, it can be saved in another file by entering a title in the Report Title field, then clicking Save As.
Click here link to learn more about report definitions. |
and selecting a
date from the pop-up calendar.