In this article
Generate a detailed or summary report that shows the value of all active billing schedules. 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, the total invoiced amount, and the annualized amount.
Generate Report
To generate the report, specify the filters you want and then select how 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:
- Item number and item description
- Start and end dates
- Renewed (yes/no indicator)
- Billing frequency
- Location (item location)
- End user
- Sales person
- Last invoiced amount (amount of the item on the last invoice)
- Total invoice amount (total amount of the item on the last invoice. Also shows the total sum amount of all items on the last invoice)
- Total annualized invoice amount (annual revenue for the item)
- Total contract amount
- Grand total (total sum of each the Total invoiced amount, Total annualized invoice amount, and Total contract amount)
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:
| Button | Description |
| Send to |
Generates the report or preview and sends it to the destination that you select. |
| 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. |
