Revenue tracker reporting options

Run Revenue Tracker reports on various options including Currency and Office Grouping

Steps:  

1. Navigate to JOBS > Revenue Tracker > Revenue Tracker.
2. Select Revenue Tracker Report.
3. From the Revenue Tracker Report Selection Screen, users have several options to run the following reporting.

Currency Options 

• Use Office Home Currencies -Use the default office currency.
• Convert to Selected Currency -  Use which FX rates to apply for each accounting year included:
  • The current FX Rates
  • The MONTHLY FX RATE CARD - Choose  the different monthly rate cards for the  different years if the report spans multiple accounting years if you have created multiple rate cards.

The latter requires users to establish the monthly rate cards which can be setup from Setup Files > Currencies > FX Monthly Report Rates

Grouping Options

Define how the report is grouped by choosing up to 3 different custom grouping options. 

• GROUPING OPTION 1
• GROUPING OPTION 2
• GROUPING OPTION 3

Users can select one option from the categories below on data to be  included within each grouping option.  

• Probability
• Client
• Product
• Master Client
• Client Type
• Client Manager
• Job Manager
• Job Type
• Department

Filter Options

Users can also choose from multiple filters below to view the Revenue Tracker Reporting

• Offices
• Job Managers
• Client Managers
• Clients
• Products
• Campaigns
• Job Types
• Departments

Summary Page

Users can now elect to include or exclude the summary page