Revenue by Family

The revenue by family report lists the totals, per family, of the amount invoiced and amount collected. The report can be generated for any time period, from All Dates down to any specific day or range of days. This report is used to track family transactions, account activity, and billing.

How to Generate the Report

The options available for the calculations in this report include the report period selected and to hide families with no data during that report period. Once the selections are made, user will select the Generate Report button.

Report Configurations	Options	Description
Report Period	All Dates Custom (user defines) This Week This Month This Quarter This Year Yesterday Last Week Last Month Last Quarter Last Year	Choose which inclusive dates are needed for the report data. Selecting All Dates will use all invoices and payments in the system for generating the report. Select any of the custom options for obtaining a report based on a time period, or define your own Custom time period.
Families Options	Hide Families that do not have data during the report period	Checking this box will filter out all families that do not have invoices or payments collected during the report period selected.

Report Configurations

Options

Description

Report Period

All Dates

Custom (user defines)

This Week

This Month

This Quarter

This Year

Yesterday

Last Week

Last Month

Last Quarter

Last Year

Choose which inclusive dates are needed for the report data. Selecting All Dates will use all invoices and payments in the system for generating the report. Select any of the custom options for obtaining a report based on a time period, or define your own Custom time period.

Families Options

Hide Families that do not have data during the report period

Checking this box will filter out all families that do not have invoices or payments collected during the report period selected.

If the Report Period is changed after the report has been generated, the report must be regenerated by selecting the Regenerate Report button. The data will not change until that action is taken.

How to Read the Report

Once the report is generated, the exact date and time the report is generated is shown under the report title. There is a button called More in the upper right giving options to Print the report or Download CSV for capturing the data.

The contents of the report provides the billing information about each family. The report is divided into three sections for each family, as described below.

Report Data	Breakdown	Description
Invoiced During Period	Invoiced Collected Credits Issued Credits Used Outstanding	These columns will show what was invoiced and collected during the selected period. The Credits Issued and Credits Used columns give insight into credits that were created or applied to the period invoices, and the last column gives the Outstanding amount for that family on the invoices issued during the specific report period.
Collected During Period	Total Collected	This is the total amount collected during the period, even if the collected amount is not part of what was invoiced during the period. This could include, for instance, overpayments on an invoice, or payments from invoices posted prior to the defined report period.
Outstanding at End of Period	Total Outstanding	This column shows, for each family, what the total outstanding amount is at the end of the defined report period. This includes unpaid invoices prior to the report period and during this report period.

Report Data

Breakdown

Description

Invoiced During Period

Invoiced

Collected

Credits Issued

Credits Used

Outstanding

These columns will show what was invoiced and collected during the selected period. The Credits Issued and Credits Used columns give insight into credits that were created or applied to the period invoices, and the last column gives the Outstanding amount for that family on the invoices issued during the specific report period.

Collected During Period

Total Collected

This is the total amount collected during the period, even if the collected amount is not part of what was invoiced during the period. This could include, for instance, overpayments on an invoice, or payments from invoices posted prior to the defined report period.

Outstanding at End of Period

Total Outstanding

This column shows, for each family, what the total outstanding amount is at the end of the defined report period. This includes unpaid invoices prior to the report period and during this report period.

The bottom line of the report gives the totals for each of the columns.