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
- Finance → Financial Management → Reports → Summary → Revenue → Summary
- Enter the needed criteria on the Select Tab.
- Commonly used range criteria is listed below. Range accordingly.
- Click Run Report (process wheel).
Select and Sort
| FIELDS | Opt. | 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
| FIELDS | Opt. | 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 | ||||