Revenue Summary by Category
This report is an open item summary of revenue earned over a specified period of time (not including taxes), grouped by category (see Makes and Models, and Repair Invoices). It is printed in landscape orientation.
Report totals include the total number of repairs, parts revenue amount, labour revenue amount, shipping revenue amount, handling revenue amount, travel revenue amount, and the total revenue amount, including a subtotal for each category. The report may be sorted by category, number of repair invoices, parts revenue amount, labour revenue amount, shipping revenue amount, handling revenue amount, travel revenue amount, or total revenue amount. And it may be filtered by category and business location.
Report Option Fields
|
Field |
Description |
|
Category |
Enter or select the category for which to generate the report or leave blank for all categories. |
|
Bus. Location |
Enter or select the business location for which to generate the report or leave blank for all business locations. This report option is not available in the Repair Lite and Repair Micro editions. |
|
Date Range |
Enter or select the starting date for records to include on the report or leave blank for all records before the ending date. Also enter or select the ending date for records to include on the report or leave blank for all records after the starting date. The date range is based on the invoice date. For approved repair orders the invoice date is the same as the repair completed date, while for refused repair orders the invoice date is the same as the estimate refused date. |
|
Sort by |
Select the desired sort order. In the Retail SQL and Retail editions, select to sort either by category (the system default), by number of repair invoices, by parts revenue amount, by labour revenue amount, by shipping revenue amount, by handling revenue amount, or by total revenue amount. In all other editions select to sort either by category (the system default), by number of repair invoices, by parts revenue amount, by labour revenue amount, by shipping revenue amount, by handling revenue amount, by travel revenue amount, or by total revenue amount. |
Repair invoices are included on the report when they are set to a repair invoice status (see Repair Invoice Statuses).
The Parts, Labour, Shipping, Handling, and Travel revenue columns are all calculated after any discounts have been applied, but before taxes have been added.
The Travel revenue column is not available in the Retail SQL and Retail editions.
Revenue Summary by City