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Account Revenue Report

Action: RP_ACCTREV

Overview

This report may be ran for any pickup date range (not limited to a week) selected by store/account locations and serves as a good forecast and/or history report. This report totals orders grouped by each order's pickup store/account location (ignores cr eated location).

For a order to be counted it must meet your deposit rules as configured in system setup, i.e. security or partial payment, or no required deposit - based upon system deposit rules

Criteria

Pickup Date Range... The date cutoff of transactions. Transactions prior or equal to the entered date will be included in the report.

Limit to events from... Checked this option will NOT include individual invoice balance information.

Buttons

OK button... Run the report.

Cancel button... Exits the form to the calling screen.

Layout Definitions

  • Total Orders = total number of orders that qualify for the store
  • Dmg Waiver = total number of damage waivers sold to qualified orders
  • % Damage Waiver = percentage of damage waivers sold to total orders
  • Exch = total number of exchange orders applied to qualified orders
  • % Exch = percentage of total exchanges to total orders
  • SD Forfeit = Total of how many security deposits were forfeited for the total orders. Applies if using security deposit transaction on order's ticket
  • % SD Forfeit = percentage of forfeits to total orders
  • $ Collected = net order value if a deposit has been paid on the order's ticket. The total excludes damage waiver charges (if any).