RP12. Projected Income using Custom Reports

Overview

Create a report to show projected session income if you invoice after services.

Article Sections

• Create Report
• Add Date Rule
• Sorting & Grouping
• View Report
• Export

Create Report

1. In Tools - Custom Reports, create a new Session Custom Report.

2. Add the minimum fields of:

• Session ID
• Session Date
• Session Type
• Session Overall Duration
• Student Invoice Amount
• Student Attendance Invoiced
• All Students

Add Date Rule

3. Add a rule to show sessions for the upcoming month, by adding Session Date Between rule.

Sorting & Grouping

4. Do not add grouping. This will produce a line per student on a session.

5. Sort by Session ID then Session Date.

View Report

6. Press Preview to view report:

• SES & ELT sessions will show N/A in student invoice column as students are not directly invoiced.
• Date Range session types will be zero as each session does not have a direct value.

Export

7. Export to excel to add your projected income.