What This Report Shows


  • This report will show Estimated Revenue, Year to Date Revenue, Month to Date Revenue, Unrealized Balance and Percentage Realized through the fiscal month selected.


Best Practices


  • Monthly Reports – the user should run this report at the end of every month to review monthly activity.
  • Posted - Although it is possible to run this report with or without undistributed and distributed data, it is advisable to run this report for posted amounts only.


Revenue Summary Report


  1. Finance → Financial Management → Reports → Summary → Revenue → Summary
  2. Enter the needed criteria on the Select Tab.
  3. Commonly used range criteria is listed below. Range accordingly.
  4. Click Run Report (process wheel).



Select and Sort

FIELDSOpt.Rec.Req.Description
Selected Fiscal Year––♦The fiscal year selected for viewing
Selected Fiscal Month––♦The fiscal month selected for viewing
Show Zero Accounts♦––When True, includes account codes with zero activity
Dump Code Details♦––Displays the full account code along with its amount
Select Posted——♦The summary report should always show posted figures
Select Distributed♦—–True if appropriate
Select Undistributed♦——True if appropriate
Optional Sort Level––♦Allows for sorting through dimensions


Range

FIELDSOpt.Rec.Req.Description
Fund♦––The specific fund(s) you want revenue amounts for
Account Code♦––The specific account code(s) you want revenue amounts for
Opt. = Optional  Rec. = Recommended  Req. = Required