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      3. Business

      Client Grouping Revenue Report

      Description

      This report allows you to report on revenue brought in by each client group. It provides another means by which to review sources of income. It must be run on a date band basis.

      It can provide direction with regards to marketing and promotions.

      Running the Report

      • Go to Accounting >> Accounting Form >> Reports >> Reports and select Business from the Report Category list.
      • Then select Client Grouping Revenue Report in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

        TYPE DESCRIPTION
      For Vendor

      This filter allows you to run the report for a specific Vendor.
      Client Group

      This filter allows you to run the report for a specific Client Group.
      For Site

      This filter allows you to run the report for a specific Site.
      Date Range

      This filter allows you to select a date range for which to run the report.
      Set Period to

      This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).
      Show Completed Appointments Only

      This filter allows you to specify whether only Completed Appointments should be included in the report. Please note that this filter will change how the totals are displayed.
      Include Class casual charges?

      This filter allows you to specify whether class casual charges should be included in the report. Please note that this filter will change how the totals are displayed.

      The Generated Report