In this article
Termination Report
Modules > Advanced recurring contract billing > Inquiries and reports > Termination Report
Generate a detailed or summary report that shows all contracts that have been terminated. This report shows the total contract amount and the annual revenue amount.
Generate a Report
Generate the report, follow these steps:
- In Parameters, do the following:
- Specify the From date and To date range for the report.
- Select a Customer account.
- Select the Schedule number.
- If needed, select the End user account and the Billing group.
- If you want a detailed report, set In detail to Yes.
If you want a summary report, set In detail to No.
- In Destination, select where you want the generated report to be sent.
- In Records to include, select Filter to specify the criteria for the data that you want to appear on the report.
- In Run in the background, specify the settings for running the report in the back ground.
Also set the parameters for a recurring report run and for alerts for batch jobs. - Select OK, which generates the report and sends it to the destination that you selected.
Fields
This page contains the following fields:
Field | Description |
Parameters | |
From date/To date | Specify the date range for the report. |
Customer account | Select a customer account. |
Schedule number | Select a billing schedule. |
End user account | Select the end user account. |
Billing group |
Select the billing schedule group. |
In detail |
Select whether to generate a summary or a detailed report:
|
Destination | |
Select the destination for where the report is to be sent: to the screen, a file (Microsoft Excel or PDF), or directly to a printer. | |
Records to include | |
Specify the records that you want to include. | |
Run in the background | |
Specify the parameters for when the report runs as a background process. | |
Batch processing |
Select whether to run the report as part of a batch job:
|
Task description | Specify a description for the task. |
Batch group | Select the batch in which the report is to run. |
Private |
Select whether the report is a private report:
|
Critical job |
Select whether the report run is critical:
|
Monitoring category | Select the monitoring category for running the report. |
Buttons
This page contains the following buttons:
Button | Description |
Filter | Opens the query dialog where you select the criteria for the data that you want to appear on the report. |
OK | Generates the report based on the criteria that you entered. |
Cancel | Closes the window. |
Run in the background | |
Recurrence |
Specify the parameters for running the report on a recurring basis. For more information, see Define Recurrence. |
Alerts |
Specify the parameters for sending alerts about a report run. For more information, see Batch Job Alerts. |