Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Revenue Summary Report Screen

Use the Revenue Summary Report (SOA1) screen to run the Review Summary Report.

The dynamic report displays the project summaries and drills down to specific categories.

Report Parameters

Field Description
Org ID

Click to select the Org ID.

Period Ending

Click to select the time period from the FY-Period drop-down list to filter the information displayed in the report.

Field Description
Report Level Use options in this section to control the level at which revenue displays. From the drop-down list, choose one of the following options:
  • Top Level Projects: Choose this option to display revenue summarized at the top level. When this option is selected, all revenue from the lower-level projects is rolled up to the highest level.
  • Revenue Level Projects: Choose this option to display the revenue breakdown by project. When this option is selected, the individual projects to which the revenue belongs display.
Details

Select the Combined check box to combine all levels of report information for viewing or printing.

Note: You must provide information for all enabled fields in order for the report to run as expected, else an error message displays.

Subtasks

After you select the Org ID and set other options, click Projects, and Accounts link to display detailed report information.

Field Description
Subtasks Details

The following information is displayed in the Projects, and Accounts subtasks.

Column Headings Description
Project This column displays the name of the project.
Acct Name This column displays the account name.
Tgt Pd Rev This column displays the Target Period Revenue.
Tgt Pd Cost This column displays the Target Period Cost.
Tgt Pd Profit This column displays the Target Period Profit.
Tgt Pd Profit % This column displays the Target Period Percentage.
Tgt YTD Rev This column displays the Year to Date Revenue.
Tgt YTD Cost This column displays the Year to Date Cost.
Tgt YTD Profit This column displays the Year to Date Profit.
Tgt YTD Profit % This column displays the Year to Date Profit Percentage.