Modified: 2014/05/19 12:30 by admin - Uncategorized

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Report: Goal

The goal report provides details related to Contracts entered into the system and the current status of the projected Billing for a goal oriented perspective.

This report is launched from the Reports window.

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Main Menu

• File
  
  • Save As
    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
    Prints the report as currently viewed.
  • Print Preview
    Print previews the report as currently viewed.
  • Export
    Exports the report as currently viewed.
  • Close
    Closes the window.
• View
  
  • Refresh
    Refreshes the data for the report.
  • Reset
    Resets the layout of the report back to "factory original".
• Options
  
  • Insert Page Breaks
    When printing, it is possible to automatically insert a page break (new page) for every primary group of the report.

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Criteria

• Period
  • Today
    By default, the report will be run using todays date.
  • Custom
    You can run this report for any date, past or future.

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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
    The RevenueType section contains all of the RevenueTypes currently configured.
  • Revenue Source
    The RevenueSource section contains all of the RevenueSources currently configured.
• Sales People
  The Salespeople list contains all the Salespeople who are currently active. Additionally, an entry for None is included to handle circumstances where appropriate.
• Customers
  The Customer filter contains all of the Customers that are active.
• Stations
  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
  Places a check mark next to all entries.
• Uncheck all
  Removes the check mark next to all entries.
• Toggle all
  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.

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Main Body

In order to provide the greatest amount of flexibility while still minimizing the printed size of the column, some columns are using a shorthand notation:

• G - Gross.
• N - Net.
• E - Estimated.
• X - Canceled/Trashed.
• % - Percentage.
• $ - Amount (money).

The gross numbers on the goal report represents the gross amount as originally entered on the Contract (at the time of approval).

The net numbers on the goal report represents the net amount as originally entered on the Contract (at the time of approval).

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

The estimated numbers represent the result of the gross or net number minus the canceled/trashed number.

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Standard Columns

• Station - See Station.
• Sales Person - See SalesPerson.
• GE$ MM'YY - Gross Estimated Month and Year.
• GE% MM'YY - Gross Estimated Percentage compared to configured goals. (See User.)

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Additional Columns

• Agency - See Agency.
• Avail Type - See AvailType.
• Billing Cycle - See BillingCycle.
• Contract # - Contract number.
• Contract/Line # - Contract number and line.
• Customer - See Customer.
• G$ MM'YY - Gross Amount Month and Year.
• G$ Total - Gross Total.
• GE$ Total - Gross Estimated Total.
• Goal MM'YY - Configured Goal Month and Year. (See User.)
• 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 Estimated Month and Year.
• NE$ Total - Net Estimated Total.
• NE% MM'YY - Net Estimated Percentage compared to configured goals. (See User.)
• 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.

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.

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Additional Information

• See Reports.
• See User.
• See MyViews.