Visualize your monthly revenue trend grouped by project for your fixed amount billing across the entire calendar year.
For the tasks with a Due Date that have Fixed Amounts tied to them, this report sums the Fixed Amounts by calendar months. The Fixed Amount falls in the month based on the task due date. All fixed amounts that are linked to tasks without a Due Date will not be included in this report.
Report Display
The report is divided into 2 sections
- Monthly Revenue Graph
- Monthly Revenue Table
Monthly Revenue Graph
It is a stacked bar graph that displays the total fixed amount per project per calendar month. Each project is represented by a unique color. Mousing over the bar displays the project title with total fixed amount for that project.
Monthly Revenue Table
Use the table view for a more detailed split of fixed amount revenue by project. The project list is sorted by largest to lowest total fixed amount for the selected date range.
Report Parameters
Period
You can choose the number of months that should be included in the report.
- Quarterly (3 calendar months)
- Semi-Annually (6 calendar months)
- Annually (12 calendar months)
Ending
Select from any of the calendar months you would like to appear as the last month in the report. For instance choose June if you would like the report to show data till that month.
Year
Enter the year of the ending month you will like to run the report for. For instance selecting Ending month as June and Year as 2015 will end the report with June 2015 as the last month.
Customer
Optionally filter the report to only include fixed amounts for one or more customers.
Project
Optionally filter the report to only include fixed amounts for one or more projects.
Project Tags
Use the Project Tags filter to report on fixed amounts for a group of projects with particular tags.
Project Categories
Use the Project Categories filter to report on fixed amounts for a group of projects with particular categories.
Task Status
Only want to report on fixed amounts for completed tasks? Use Task Status parameter to only report on fixed amounts on tasks with certain statuses.
Fixed Amount Status
Use this parameter if you would like to report on invoiced or uninvoiced fixed amounts.It is quite handy to see what amount is still pending to be invoiced.
Display parameters on report
If checked, selected parameters will be displayed in the top section of the report.
We hope this guide was useful. Need further help with the Fixed Amount Revenue Report? Please contact our support team via chat or email.