Revenue Analysis
Last Modified on 09/28/2026 4:25 pm PDT
Pathway: Report > Analysis > Revenue Analysis
The Revenue Analysis Report offers a detailed breakdown of billed revenue based on the selected report Type. This provides users with the flexibility to analyze and interpret both monthly and total revenue data from various perspectives.
Example Report
Report Parameters
Parameters are the specific criteria required to run a report, ensuring the system pulls only the specific data you need for your analysis.
| Parameter |
Description |
Type
|
Identifies the report that billed revenue data will be loaded for.
|
Year
|
Specifies the year the report should generate billed revenue data on.
|
Division
|
Restricts the report to only display billed revenue data for the selected division.
|
Service Region
|
Restricts the report to only display billed revenue data for the selected service region.
|
Run The Report
Follow these simple steps to run the report.
- Select the Type of report to run.
- Select the Year to extract only the data for the specific year selected.
- Optional filters to apply:
- Select the Load button to generate the report.
- To view the data in excel, select the excel export button.
- Create a Saved Template for faster use later.
- After all parameters are set, click on the Save As button at the top of the screen.
- Enter a Name for the template and click Save.
- The option to make the template available to other users is provided by checking the Public Access check box. Otherwise, if left unchecked, the report is only available to the user account it was created under.
Understand The Reports
There are several types of Revenue Analysis reports that can be generated from this one report screen. Below are sample reports of each including a brief description and breakdown of the report.
Type: Billed By reports (10)
The "Billed by" report types contain the billed total revenue by either the Account Class, Bill Group, Code, Division, LOB, Salesrep, Service Region, Source, State, or Surcharge depending on the report selected; for the selected Year, Division and Service Regions. Click on a hyperlink value to open the Billed by Details screen.
| Column |
Description |
Jan - Dec
|
Displays the monthly billed revenue totals for each item. |
Total
*Displayed at Bottom
|
Displays the sum of billed monthly revenue amounts for all items for each month. |
Total
*Column |
Displays the annual billed revenue total for each item.
|
Type: Count By reports (3)
The "Count by" report types contain the total number of billable work orders by either the Code (charge code), Material, or Salesrep depending on the report selected; for the selected Year, Division and Service Regions. Click on a hyperlink value to open the Count by Details screen.
| Column |
Description |
Jan - Dec
|
Displays the total number of a billable "item" for a given month. |
Total
*Displayed at Bottom |
Displays the total number of all billed items for a given month. |
Total
*Column |
Displays the total number of billed items for a given item across the whole year. |
Type: Earned By reports (4)
The "Earned by" report types contain the total amount earned by either the Code (charge code), Division, LOB, or Service Region depending on the report selected; for the selected Year, Division and Service Regions. Click on a hyperlink value to open the Earned By Details screen.
| Column |
Description |
Jan - Dec
|
Displays monthly earned amount for each item listed. |
Total
*Displayed at Bottom |
Displays the sum of earned amounts for all items listed for the month.
|
Total
*Column |
Displays the earned amount for each item for the whole year. |
Type: Disposal to Revenue % report (1)
Type: Work Date by LOB (1)
Permissions
| Permission ID |
Permission Name |
| 134 |
Report Main Menu |
| 286 |
Revenue Analysis Reports |
