59.5.4.107 Customer Revenues Analysis

Report Description

The Customer revenues analysis report allows the generation of a document containing a trimestrial comparison between revenues collected in a certain period and revenues collected in the same period of the previous year, providing a further variance analysis that will permit the view of the amount and percentage difference between both periods.

Report Filters

All the parameters that permit a tailed report generation have been spread across seven different tabs to allow a more manageable configuration. By default, all filters are disabled (i.e., either blank or unselected); to enable them, it is enough to configure at least one parameter inside. Available filters include:

•Start by Specify the month and year from which to start retrieving data,

•Customer: It allows the customer to be specified for which the analysis will be generated.

•Account Executive: Indicate the account executive that must be present in the orders to be taken into account by the report.

•Report type: Indicate the type of events to be analyzed between:

- Scheduled: Only scheduled events will be taken into account.

- Not scheduled: Only non-scheduled events will be taken into account.

- From orders: All events derived from orders will be considered.

Report Preview

The [Settings] permits configuring the page layout of the outgoing document; once filters and settings have been set, it will be possible to select between displaying a preview using the related [Preview] button or printing the document directly using the [Report] button. Please note that some reports permit the export of the generated document in the most common formats (pdf, CSV, doc, xls, XML, etc) just by using the [Export] button.

Customer_Revenues_Analysis