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

          People

          • Assignee:
            abdy Abdy Franco
            Reporter:
            admin Paul Phillips
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            Dates

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

              Time Tracking

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