Details

    • Type: Task
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 5.8.0
    • Fix Version/s: 5.9.0-b1
    • Component/s: Staff Interface
    • 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

        admin Paul Phillips created issue -
        admin Paul Phillips made changes -
        Field Original Value New Value
        Rank Ranked higher
        admin Paul Phillips made changes -
        Rank Ranked lower
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked higher
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.9.0 Sprint 4 [ 187 ]
        abdy Abdy Franco made changes -
        Assignee Abdy Franco [ abdy ]
        abdy Abdy Franco made changes -
        Status Open [ 1 ] In Progress [ 3 ]
        abdy Abdy Franco made changes -
        Remaining Estimate 0 minutes [ 0 ]
        Time Spent 31 minutes [ 1860 ]
        Worklog Id 16636 [ 16636 ]
        abdy Abdy Franco made changes -
        Time Spent 31 minutes [ 1860 ] 1 day, 3 minutes [ 28980 ]
        Worklog Id 16638 [ 16638 ]
        abdy Abdy Franco made changes -
        Status In Progress [ 3 ] In Review [ 5 ]
        Resolution Fixed [ 1 ]
        jonathan Jonathan Reissmueller made changes -
        Status In Review [ 5 ] Closed [ 6 ]
        jonathan Jonathan Reissmueller made changes -
        Resolution Fixed [ 1 ]
        Status Closed [ 6 ] Reopened [ 4 ]
        jonathan Jonathan Reissmueller made changes -
        Time Spent 1 day, 3 minutes [ 28980 ] 1 day, 38 minutes [ 31080 ]
        Worklog Id 16649 [ 16649 ]
        jonathan Jonathan Reissmueller made changes -
        Status Reopened [ 4 ] Closed [ 6 ]
        Resolution Fixed [ 1 ]

          People

          • Assignee:
            abdy Abdy Franco
            Reporter:
            admin Paul Phillips
          • Votes:
            0 Vote for this issue
            Watchers:
            1 Start watching this issue

            Dates

            • Created:
              Updated:
              Resolved:
              Fix Release Date:
              15/Dec/23

              Time Tracking

              Estimated:
              Original Estimate - Not Specified
              Not Specified
              Remaining:
              Remaining Estimate - 0 minutes
              0m
              Logged:
              Time Spent - 1 day, 38 minutes
              1d 38m

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