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SBS ARCB Billing Schedule New Sales Report

Generate a report that shows all new contract sales. When you first open this page, no filters are applied to the data. Add filters to see only the data that you want. This report shows the total contract amount and the first month monthly recurring revenue (MRR) amount.

Generate Report

To generate the report, follow these steps:

  1. Specify the date range for the report.
  2. Specify the filters you want and select how you want to view the generated report: 
    • Select Preview & Close to view the report on your screen.
    • Select Print to select the destination for the report.

The report shows the following information: 

  • Schedule ID
  • Customer name
  • Start and end dates
  • Total contract value
  • Monthly recurring revenue amount for the first month
  • Renew days in advance (1(yes)/0 (no) indicator that the contract is set for automatic renewals)
  • Sales person name
  • End user name
  • Grand total (Total sum of each the Total contract value and the MRR)

Options

This FastTab allows to you specify the date range for which you want to run the report.

Header Filters

The following default filters are readily available for the report. Add more filters as needed.

  • Billing schedule number
  • Sell-to customer number
  • Location code
  • End user number

Buttons

This page contains the following buttons: 

Report Buttons Table
Button Description
Send to

Generates the report or preview and sends it to the destination that you select.

Print Generates the report and prints it to the Selected Printer.
Preview & Close

Generates the report or preview and displays it on your screen.

Cancel

Cancels all changes and closes the page.