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Report: Revenue Projection (Accrual)

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==Report: Revenue Projection (Accrual)==

Similar to the [ReportRevenueProjection|Revenue Projection] report except the amounts shown are the  __overlap between the broadcast month of the calendar month.__

This report is launched from the [Reports] window.

===Main Menu===

* '''File'''{br}
** '''Save As'''{br}Using the existing report as a base, you can use [MyViews] to build a template of a report that you can save as a newly named report.
** '''Print'''{br}Prints the report as currently viewed.
** '''Print Preview'''{br}Print previews the report as currently viewed.
** '''Export'''{br}Exports the report as currently viewed.
** '''Close'''{br}Closes the window.
* '''View'''{br}
** '''Refresh'''{br}Refreshes the data for the report.
** '''Reset'''{br}Resets the layout of the report back to "factory original".
* '''Options'''{br}
** '''Insert Page Breaks'''{br}When printing, it is possible to automatically insert a page break (new page) for every primary group of the report.

===Criteria===

* '''Period'''
** '''Today'''{br}By default, the report will be run using todays date.
** '''Custom'''{br}You can run this report for any date, past or future.

===Simple Filters===

To make it easy to quickly filter the information on a report, you can use the simple filters available on the right hand region of the screen organized on separate tabs.

* '''Revenue'''
** '''Revenue Type'''{br}The [RevenueType] section contains all of the [RevenueTypes] currently configured.
** '''Revenue Source'''{br}The [RevenueSource] section contains all of the [RevenueSources] currently configured.
* '''Sales People'''{br}The [Salespeople] list contains all the [Salespeople] who are currently active.  Additionally, an entry for None is included to handle circumstances where appropriate.
* '''Customers'''{br}The [Customer] filter contains all of the [Customers] that are active.
* '''Stations'''{br}The [Stations] filter contains all of the [Stations] configured in your database.  Additionally, a [Station] of None is included to handle circumstances where the [Station] is blank or missing.

If you right click on any of these filters, the context menu associated provides several tools to quickly select (or not) the items you wish.  All lists contain the following tools:

* '''Check all'''{br}Places a check mark next to all entries.
* '''Uncheck all'''{br}Removes the check mark next to all entries.
* '''Toggle all'''{br}Toggles the check mark next to all entries; those that are checked will now be unchecked and those that were unchecked will now be checked.

The [RevenueType] list includes a "Uncheck Trade" tool that can be used to filter out all [RevenueTypes] that are flagged as being trade.  See [RevenueType].


===Main Body===

In order to provide the greatest amount of flexibility in the columns available balanced with minimizing the printed size (width) of the column, several columns are using a shorthand notation:

* '''G''' - Gross.
* '''N''' - Net.
* '''E''' - Effective.
* '''U''' - Units (spots).
* '''X''' - Canceled/Trashed.
* '''#''' - Count.
* '''$''' - Amount (money).

The gross (G) number represents the gross number as entered on the [Contract] before any cancelations.

The net (N) numbers represents the net amount as entered on the [Contract] before any cancelations.

The canceled/trashed (X) numbers correspond to the activity on a [Contract] where either spots were canceled/trashed (ie. [MakeGoods]) and/or the overall [Contract] was canceled/trashed.

The effective (E) numbers represent the result of the gross (G) or net (N) number minus the canceled/trashed (X) number.  In other words, the overall current state of the [Contract] and what '''will''' be the result assuming no further additions/cancelations.

====Standard Columns====

* '''Station''' - See [Station].
* '''Sales Person''' - See [SalesPerson].
* '''Customer''' - See [Customer].
* '''GE$ MM'YY''' - Gross Effective Month and Year.

====Additional Columns====

* '''Agency''' - See [Agency].
* '''Avail Type''' - See [AvailType].
* '''Billing Type''' - See [BillingCycle].
* '''Contract #''' - [Contract] number.
* '''Contract/Line #''' - [Contract] number and line.
* '''G$ MM'YY''' - Gross Amount Month and Year.
* '''G$ Total''' - Gross Total.
* '''GE$ Total''' - Gross Effective Total.
* '''GX$ MM'YY''' - Gross Canceled/Trashed Amount Month and Year.
* '''GX$ Total''' - Gross Canceled/Trashed Amount Total.
* '''N$ MM'YY''' - Net Amount Month and Year.
* '''N$ Total''' - Net Total.
* '''NE$ MM'YY''' - Net Effective Month and Year.
* '''NE$ Total''' - Net Effective Total.
* '''NX$ MM'YY''' - Net Canceled/Trashed Amount Month and Year.
* '''NX$ Total''' - Net Canceled/Trashed Amount Total.
* '''Postal''' - See [Customer].
* '''Primary Conflict''' - See [Conflict].
* '''Product''' - See [Contract].
* '''Revenue Source''' - See [RevenueSource].
* '''Revenue Type''' - See [RevenueType].
* '''Sales %''' - See [Contract].
* '''Secondary Conflict''' - See [Conflict].
* '''State''' - See [Customer].
* '''U# MM'YY''' - Unit Count Month and Year.
* '''U# Total''' - Unit Count Total.
* '''UX# MM'YY''' - Unit Canceled/Trashed Count Month and Year.
* '''UX# Total''' - Unit Canceled/Trashed Count Total.

The Total columns will automatically added up the displayed column (of like type).  If none of these columns are displayed, the Total column will display zero.

This window is [MyViews] enabled.


===Additional Information===

* See [Reports].

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* See [ReportRevenueProjection|Revenue Projection Report].
* See [Reports].

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Report: Revenue Projection (Accrual)
