Details
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Type:
Task
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Status: Closed
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Priority:
Major
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Resolution: Fixed
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Affects Version/s: 5.8.0
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Fix Version/s: 5.9.0-b1
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Component/s: Staff Interface
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Labels:None
Description
Add a new report under Billing > Reports that supports both CSV and JSON with a Report Type called "Client Revenue"
Similar to Package Revenue, it should have Currency, and 2 date fields which default to current year.
Currency
Start Date
End Date
Start date should default to 1st of of current year. End date should default to last day of current year.
Report should output
Client ID, Client Name, Company, Total
"Total" would be total revenue from the client during that period, not counting payment methods of type "Credit" like "In House Credit". It would be nice to be able to include pre-tax and tax amounts as separate columns but I realize this may be complicated because we need to look at invoices which may be partially paid. I think the Tax Liability report may be sufficient for that.
Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Rank | Ranked higher |
Paul Phillips
made changes -
| Rank | Ranked lower |
| Rank | Ranked higher |
| Sprint | 5.9.0 Sprint 4 [ 187 ] |
| Assignee | Abdy Franco [ abdy ] |
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Remaining Estimate | 0 minutes [ 0 ] | |
| Time Spent | 31 minutes [ 1860 ] | |
| Worklog Id | 16636 [ 16636 ] |
| Time Spent | 31 minutes [ 1860 ] | 1 day, 3 minutes [ 28980 ] |
| Worklog Id | 16638 [ 16638 ] |
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
| Status | In Review [ 5 ] | Closed [ 6 ] |
| Resolution | Fixed [ 1 ] | |
| Status | Closed [ 6 ] | Reopened [ 4 ] |
| Time Spent | 1 day, 3 minutes [ 28980 ] | 1 day, 38 minutes [ 31080 ] |
| Worklog Id | 16649 [ 16649 ] |
| Status | Reopened [ 4 ] | Closed [ 6 ] |
| Resolution | Fixed [ 1 ] |
