Breakdown reports allow you to view the breakdown of a particular measure by category for a particular date range. They display a table with a list of the results, their values, and their percentage of the total. They also display a pie chart that displays the color-coded results. Breakdown reports are located under the "Reports" tab.
Settings
The settings for the breakdown report are located in the sidebar.
- Start - Use this field to select the "Start" date for the report.
- End -Use this field to select the "End" date for the report.
- Measure - Use this field to select the measure that you want to display. You can select from the following options:
- Lesson Revenue
- Payments Received
- Wages
- Hours
- Lesson Count / Lesson Count by Student
- Package Units
- Package Revenue
- Charge Revenue
- Sales Tax
- Invoice Totals
- Invoice Totals (less credit notes)
- Category - Use this field to select the "Category" that the results will be classified by. These include service, teacher, location and status. The options that are available will depend on the measure that has been selected.
Glossary
Lesson Revenue
Lesson revenue takes into account all the lessons on the schedule and calculates revenue for the date range chosen regardless or payments received.
Payments Received
Shows a report of all the payments that have been recorded in the system.
Wages
Shows a report for all the employee earnings for the period selected. You can choose to filter the wage report by service, teacher, location or status.
Hours / Hours Per Student
Creates a report based on all the hours scheduled in the date range selected. You can choose to filter hours and hours per student by service, location, teacher, status and custom status.
"Hours" reports the duration of all lessons, "Hours per student" shows the lesson hours per each student. For example, a 1-hour lesson with 3 students will count as 1 hour for the "Hours" report, but as 1 hour for each of the students in the lesson in the "Hours Per Student" report.
Lesson Count / Student Lesson Count
Lesson counts show the total lessons in the calendar in the date range selected. You can filter lesson count by service, teacher, location, status and custom status. Lesson count per student shows a total of all the student lessons per day.
Package Units
This filter will display the total lessons purchased per package in the date range selected.
Package Revenue
Displays the revenue for all package units purchased regardless of payment.
Charge Revenue
Displays the revenue for all charges created on invoices in the selected date range.
Invoice Totals
Displays the total of all invoices with dates in the selected date range.
Invoice Totals (less Credit Notes)
Displays the total of all invoices minus credit notes with dates in the selected date range.
Sales Tax
Displays the net sales tax that has been added to invoices less credit notes.
Differences between Lesson Revenue and Invoice Totals
Lesson revenue in the breakdowns report takes into account all the lessons on the schedule and calculates revenue for the date range chosen regardless of whether invoices have been created. Invoice totals are based on the date of the invoice.
An invoice doesn't necessarily only include lessons from the current month - you could have invoices dated in the current month that were for last month's lessons. For example, if you generate an invoice in August for lessons in July, invoice totals will increase for August, but lesson revenue will remain the same (since these lessons will be reflected in July's revenue).
Comments
0 comments
Article is closed for comments.