Customer Revenue Report

Reports Menu -> Revenue -> Customer Revenue Report - Express -> 'Standard' option from radio group -> Customer Revenue Report

Reports Menu -> Automatic Reporting -> Function RSSH17 -> runs Customer Revenue Report

The revenue Summary report shows customer totals for rentals, sales, and services in the selected range.
The Detailed report lists all invoices for a customer or customer range. It shows products rented or sold, quantity, costs, revenue and margin.
The spreadsheet detailed output also includes a column to indicate if the invoice was generated from Cycle Billing by Batch or as a Single billing, or neither such as Miscellaneous Invoice or Rental Return, and whether this is the first invoice billed on the contract or not the first, with the option to output the associated G/L Revenue account.

Because of all the selection filters that are available with this report, the generation time could be lengthy, so the Customer Revenue Report - Express option is provided with a reduced number of filters but a faster response time.

Select a date range, a product class range, a product range and then Rentals, Sales or both Rentals & Sales.
A cut-off dollar amount or a cut-off number of customers can be entered, and then all customers either above or below this cut-off mark can be selected.

Customers that have not generated any revenue according to the selection filters can be excluded from the report.
Similar information is viewable in Revenue History.

The Customer Revenue Report can also be setup to be run automatically with the results emailed to staff, by setting up RSSH17 with the relevant filters and email addresses in the Automatic Reporting.
When the "Print 5 Year" option is selected an “Ending on Month” is required as a date or shortcut date in Automatic Reports, and the From/To Date, Summary/Detail and Excel inputs will be ignored.

Currency Exchange Impact On Revenue In Sales History:
If the exchange posting processing has been activated in Support Application Parameters, the Revenue values on the report have been converted to your currency by the currency exchange percent in Currency Codes.

The prompts are:

REPORT TYPE

Select one of the following versions of the Revenue Report:

• Accept 'Standard' to use all the selection filters displayed on this screen. This report could take longer to generate because of the number of tables that are included in the read and select process.
• Click 'Express' to generate the output considerably faster by using less filters as selected in the Customer Revenue Report - Express option.

Standard Customer Revenue Report:

FROM CUSTOMER#

Leave this field blank to include all customers, or type in a beginning customer number, or lookup a starting customer number as outlined in Accounting Customer Search window.

TO CUSTOMER#

Leave this field blank to include all customers, or type in an ending customer number, or selected a customer from the window.

PRINT 5 YEAR

Uncheck this box to generate the report for a single year based on the From/To Date selection entered below.

Check this box to generate a comparison report over a five year-over-year period.
This option only applies to the Summary output in the spreadsheet format.

ENDING ON MONTH

Accept the current year and month or enter a preferred year and month.
The cut-off is based on the complete month and is reflected in the From/To Date selection below.

Date Range:

The From/To Dates do not apply if the "Print 5 Year" option has been selected.

FROM DATE

Accept the default year-ago-today date or type in a preferred beginning date for the report.
Note that requesting too large a date range could cause the system to slow down depending on the volume of data.

TO DATE

Accept today's date, or type in an ending date.

ADDTIONAL SEARCH OPTIONS

Window to access the detailed product selection options.
These filters allow the revenue report to be generated focusing on specific products or product group usage by customers.

REPORTING SET, "ALL" OR "SEL"

Leave this field blank to skip the Set selection field, in order to use one of the Product, Product Class, or Group selection options instead.

To utilize the Set selection option choose one of the following:

• Type ALL to include all Sets as setup in Reporting Sets in the report.
• Enter a single specific Set code for the report, or select one from the Reporting Set Search window.
• Type SEL to select a range of Sets or to select Sets by Owner to include in the report, as outlined in Select Reporting Sets.

If a set selection was made, the Product, Product Class, and Group selection options are skipped.

FROM PRODUCT CLASS

Leave this field blank to include all product classes or type in the starting class for the range, or select a starting class in the Product Class Search window.

TO PRODUCT CLASS

Leave this field blank to include all product classes or type in the ending class for the range, or select a class in the window.

FROM GROUP

Leave this field blank to include all product groups or type in the starting group number for the range, or select a starting class in the Group Search window.

TO GROUP

Leave this field blank to include all product groups or type in the ending group number for the range, or select a group in the window.

FROM PRODUCT#

Leave this field blank to include all products or type in the starting product number for the range, or select a starting product in the Inventory Search window.

TO PRODUCT#

Leave this field blank to include products or type in the ending product number for the range, or select a product in the window.

PRODUCTS TYPE

Select one of the following product options:

• Select Rentals to include rentals and sales of Rental equipment only in the report.
• Select Sales to include only Sales parts in the report.
• Select Both to include rental equipment and sales parts in the report.

CURRENCY

Type ALL for all currencies or type in a specific currency code, or select it from the drop-down list.

CUSTOMER CUT-OFF

Select one of the following report cut-off options:

• Select Top Number to print the top revenue generating customers in the selection range as defined by the Cut-Off# Of Customers field.

• Select Top Dollar to set the top customer cut-off point by Cut-Off Dollar Amount instead of a predetermined number of customers.

• Select Bottom Number to report on the customers generating the least revenue given the selection range, according to the Cut-Off# Of Customers defined.

• Select Bottom Dollar to print the report for customer generating revenue below the Cut-Off Dollar Amount defined.

• Select No Cut-Off to include revenue from all customers in the selection range.
  The two Cut-Off fields do not apply and the report prints in customer # order.

CUT-OFF# OF CUSTOMERS

This field is only enabled if the Customer Cut-Off point is set by the Top Number or Bottom Number of customers.

Leave this field blank to include all customers in the output, or enter the maxim number of customers to include according to the Top or Bottom cut-off type selected.
The customers will be listed in order of the most or least revenue, also according to the Top or Bottom cut-off type selected.

CUT-OFF DOLLAR AMOUNT

This field is only enabled if the Customer Cut-Off point is set by the Top Dollar or Bottom Dollar revenue generated by customers.

Leave this field blank to list all customers in order of the highest or least revenue according to the Top or Bottom cut-off type selected, or enter a dollar amount to be used as a cut-off point for the output for the Top or Bottom list.

ALL CUSTOMER TYPES

Check this box to include all types of customers in the report.

Uncheck this box to narrow the output to a specific type of customer.

CUSTOMER TYPE

Enter the desired customer Type, or select one from the drop-down list, as setup in Customer Type Codes.

Note: Only customers assigned this Type code as the Primary Cust Type in the "Codes" window of Customer Information, will be included in the output.

ALL SALESMAN

Check this box to include customers for all salesmen in the report.

Uncheck this box to select a specific Salesman Code.

SALESMAN

Enter the desired Salesman Code, or select one from the drop-down list, as setup in Salesman Codes.

Note: Though the report output can be filtered by Salesman, only the spreadsheet output includes the Salesman code in each customer record.

DIVISION, "ALL" OR "SEL"

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select customers to include in the report by customer region or by a selection of divisions, as outlined in Division Select By Region.

Note: Divisional Restricted Views are applied when looking at invoice history and sales history, but do not restrict the customer selection.
This provides the ability to view all activity at your division, whether or not the customer is assigned to your division.

REPORT TYPE

Select one of the following output options:

• Select Summary to print only the totals for each customer, by Rentals, Sales, Services, Damage Waiver with grand totals, currency, and customer type.
  The spreadsheet format also includes the Salesman code and name.

• Select Detail to print the invoices with details for each customer.
  The Include Services and the Sort by Product# options only apply to the detailed output.
  Only the detailed spreadsheet also includes the product description, product class, class description, Bill To and Ship To Cities, Customer Salesman and Invoice Salesman Names.
  This option is disabled for the 'Print 5 Year' option as it can only be generated in the Summary spreadsheet format.

INCLUDE SERVICES

This filter only applies to the Detailed output option.

Uncheck this box to list only the products and to exclude services in the detailed report.
Check this box to list the services and include the service revenue in the totals.

SORT BY PRODUCT #

This filter only applies to the Detailed output option.

Uncheck this box to print report in Invoice Date order for each customer.
Check this box to sort the report by Product Number for each customer.

INCLUDE ZERO $ CUST

Uncheck this box to exclude customers if they have revenue history but their revenue total nets zero for the selected time period.
Check this box to include the revenue details even if the customer's revenue total nets zero for the selected time period.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

The Print option is disabled for the 'Print 5 Year' option as it can only be generated in the Summary spreadsheet format.

INCLUDE G/L ACCOUNTS

This option only applies to the Detailed spreadsheet output option.

Uncheck this box if the G/L information is not required in the detailed report.
Check this box to include columns for the G/L Revenue Account number and description.

Note: The G/L information does not print for the Damage Waiver charges.

Site Filters

• SITE, "ALL" OR "SEL"

  This prompt only applies to the Detailed report if Prompt For Event Code is NOT activated in the Company Rate Parameters.

  • Type ALL to include all Customer and Global Sites in the report.
  • To print the report for a single Site code enter the Site number, or select it from the Site Search - Customer or Global window.
  • Type SEL to select multiple Sites to include in the report as outlined in Selected Sites.

  Note: Although the site filter can be used on both the summary and detail output, the site number column and site address information is only printed on the detailed spreadsheet output.

  • PRINT JOB SITE INFO

    This prompt only applies to the Detailed report if Prompt For Event Code is activated in the Company Rate Parameters.

    Check this box to include job Site information with relevant invoices, including the Site#, Location, and Event name.
    Uncheck this box to omit job site information.

  
  SELECT BY JOB SITE window:

  This field only applies if the event management processing has been activated in the Company Rate Parameters by the Prompt For Event Code flag, as outlined in Location and Event Information.

  
  Finished?

  Click the ACCEPT button to begin printing the report, or CANCEL to abort.