Last Updated: February 01 2024
Annual Turnover Report
Overview
This report compares annual turnover based on invoiced amounts, and is useful for managers and business owners.
You can view a graphical representation of the yearly turnover below the report.
Learn about other Turnover reports in Turnover Reports.
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In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
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To view the report:
- Go to Reports
> View Reports.
- Click Turnover > Annual Turnover.
- Select the financial years (the starting month of the financial year is determined in Financial Defaults) from the Year drop-down.
- Select one or more months from the Month drop-down to view only those specific months.
- Select to filter according to specific Business Groups, or a specific Cost Centre, Site, Customer Group, or Customer Profile.
- Select to filter according to specific Project Tags and Customer Tags.
- Select to filter according to the Assigned Technician, Salesperson, Project Manager or Zone.
- Click Search.
The report displays the results in a table, two line graphs and two bar graphs:
Comparison of Annual Monthly Totals | This line graph displays the selected months' totals for each selected year. This gives an overview of increases and decreases of income throughout the year. |
Comparison of Cumulative Annual Totals | This line graph displays income accumulating with each selected month for the selected years. |
Comparison of Annual Totals | This bar graph displays the combined total of all months for each selected year. This allows you to compare the total income of years as a whole. |
Comparison of Monthly Totals | This bar graph displays the combined monthly totals of all the selected years for each selected month. This gives an overview of which months have consistently higher totals. |
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You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.
To download the report:
- Generate the report as required.
- Click the
icon in the top right, then click CSV.
- View, print or save the CSV, as required.
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To download any of the charts, click the list icon in the top right and select an option.