Reporting on Revenue

Reporting on Revenue

AdvisorEngine CRM includes a reporting option that allows you to see revenue generated for your firm by particular Records. In order to report on the data, you must first be Tracking Revenue for your Records.

The Revenue Report allows you to use the following criteria to decide the output of the report:

  • Record: See only the revenue for the Records you select.
  • Date: See only the revenue for the date range you specify.
  • Revenue Type: See only the revenue type(s) you specify.

Generating a Revenue Report

  1. Navigate to the Record Workspace.
  2. Using standard Grid features, select the Records you want to report on.
  3. From the Record Workspace Toolbar, select Reports > Revenue. A new tab will open and the report will show no data initially.
  4. In the Report Items tab on the left, specify your From Date, To Date, and Revenue Type(s) to report on.
  5. Click View Report to refresh the report with your criteria.
  6. Review the contents and either print the report or use the Save As command to export the report to a document format.

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