Create the revenue report

  2. Click Revenue in the CCLAS EL menu or run the Revenue.exe application in the Exe folder to display the Revenue Form.

  3. To define the report template, target output, print requirements, filter by invoice mask, job dates, and specify grouping criteria:

    1. Select the General tab.
    2. Select the Report template, and enter the Output file.
    3. Specify the View mode.
    4. Check Print and select the Printer and No. of copies to have the generated report documented printed.
    5. To filter invoices in the revenue report:
      1. Enter the Invoice mask, using a percent sign (%) to indicate a wildcard, or select it from the drop-down list. Regardless of the filter used to limit the list-view display on the Job tab, the selected Invoice mask further limits the invoices on display on both the Job and Scheme tabs (and thus included in the revenue report).
    6. To only include jobs received on, after or between defined dates, in the revenue report:
      1. Click ... next to Received.
      2. Enter the date period.
      3. Click OK.
    7. To only include jobs invoiced on, after or between defined dates, in the revenue report:
      1. Click ... next to Invoiced.
      2. Enter the date period.
      3. Click OK.
    8. To group the records in the revenue report on selected invoice details:
      1. Select the relevant field in the Group by section.
    9. To sort the records in the revenue report by selected invoice details:
      1. Select the relevant field in the Sort by section.
  4. To filter financial report data by invoice, job, client group, client or cost centre:
    1. Select the Job tab.
    2. To base the revenue report on selected invoices:
      1. Click the Invoice node in the Folder Items list.
      2. Where a query form is presented in the bottom of the right-hand grid, then enter the criteria and click the Query button to filter the content returned to the grid.
      3. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.
      4. Select the invoices included in the revenue report. (Hold down the Ctrl key to select multiple invoices.)
    3. To base the revenue report on selected jobs:
      1. Click the Job node in the Folder Items list.
      2. Where a query form is presented in the bottom of the right-hand grid, then enter the criteria and click the Query button to filter the content returned to the grid. 
      3. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.  
      4. Select the jobs included in the revenue report. (Hold down the Ctrl key to select multiple jobs.)
    4. To base the revenue report on selected client groups:
      1. Click the Client group node in the Folder Items list.
      2. Where a query form is presented in the bottom of the right-hand grid, then enter the criteria and click the Query button to filter the content returned to the grid. 
      3. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.  
      4. Select the client groups included in the revenue report. (Hold down the Ctrl key to select multiple client groups.)
    5. To base the revenue report on selected clients:
      1. Click the Client node in the Folder Items list.
      2. Where a query form is presented in the bottom of the right-hand grid, then enter the criteria and click the Query button to filter the content returned to the grid. 
      3. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.  
      4. Select the clients included in the revenue report. (Hold down the Ctrl key to select multiple clients.)
    6. To base the revenue report on selected cost codes:
      1. Click the Cost code node in the Folder Items list.
      2. Where a query form is presented in the bottom of the right-hand grid, then enter the criteria and click the Query button to filter the content returned to the grid. 
      3. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.
      4. Select the cost codes included in the revenue report. (Hold down the Ctrl key to select multiple cost codes.)
  5. To filter financial report data by scheme, section group or section:
    1. Select the Scheme tab.
    2. To limit the revenue report to selected schemes, perform the following:
      1. Click the Scheme node in the Folder Items list.
      2. Where a query form is presented in the bottom of the right-hand grid, then enter the criteria and click the Query button to filter the content returned to the grid.
      3. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface. D
      4. Select the schemes included in the revenue report. (Hold down the Ctrl key to select multiple schemes.)
    3. To limit the revenue report to selected section groups, perform the following:
      1. Click the Section group node in the Folder Items list.
      2. Where a query form is presented in the bottom of the right-hand grid, then enter the criteria and click the Query button to filter the content returned to the grid.
      3. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.
      4. Select the section groups included in the revenue report. (Hold down the Ctrl key to select multiple section groups.)
    4. To limit the revenue report to selected sections, perform the following:
      1. Click the Section node in the Folder Items list.
      2. Where a query form is presented in the bottom of the right-hand grid, then enter the criteria and click the Query button to filter the content returned to the grid.
      3. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.
      4. Select the sections included in the revenue report. (Hold down the Ctrl key to select multiple sections.)
  6. Click Save.
  7. To reload the status report requirements, click Refresh.
  8. Click Report to generate the status report. If the report template is an XLS file, the report is created using Microsoft Excel™. If the report template is an RPT file, the