Changing the Posting Period to Date Range on Revenue Reports

By default, the Revenue Report will automatically display data with a posting date of yesterday. Follow the steps in these two procedures to display data for a different time period or a custom date range.

To display data for a specific time period (such as “last quarter”), follow these steps.

  1. Click the Posting Date menu.
  2. Select the desired time period.
  3. Click Update Results. Results for the selected time period will be displayed.

To display data for a specific date range, you will change the operation of the Posting Date filter so that you can enter or select dates. To change the filter so that you can select a custom date range, follow these steps:

  1. Place the mouse pointer over the blue Posting Date title bar so that the options are displayed.

Displaying options for the Posting Date filter

  1. Click the settings icon (the gear). The Filter Properties for Posting Date will be displayed.
  2. In the Filter Operator menu, select Between(Calendar).

Selecting Between(Calendar) so you can enter a range of dates

  1. Click OK. The Posting Date filter will now display two fields where you can enter or select the date range.
  2. Enter or select the desired date range.

The Posting Date filter now lets you enter or select the desired date range

  1. Click Update Results. Results for the date range will be displayed.

Saving Your Changes as a Custom Report

If you’ve made changes to the report that you like, such as changing column widths, setting filters and/or adding column totals, you can save your changes in a custom report. To do so, follow these steps:

  1. Set the desired filters and field properties.
  2. In the toolbar at the top left of the report, click the Report Designer icon (the pen, which is the last icon in the toolbar). The Report Designer will be displayed.

Clicking the Report Designer icon

  1. In the second row of the Report Designer toolbar, click Save As… A dialog box to enter the report name will be displayed.
  2. Enter a new name for the report.
  3. Click OK. When you return to the report list, your customized report will be in the Custom category at the bottom of the page.

Custom reports are located in the Custom category in the report list

Adding the Total to a Column in Report Writer

A common task is adding up the contents of a column to determine the total registration cost, total payments and adjustments, total amount of discount, etc. To add the total to the bottom of any report column, follow these steps:

  1. At the far top right of the report, click the Fields tab. Field information for the report will be displayed.
  2. In the panel on the right, select the field to work with. In this example, we will add the total amount to the Registrant Cost column to see the total dollar amount of registrant fees that will be collected for the event.

Selecting Settings for the Registrant Cost field

  1. Click the Settings icon (the gear) at the right. The Field Properties dialog box will be displayed.
  2. Select Total.
  3. Click OK to dismiss the dialog box.

Adding the total to the Registration Cost column

  1. Click Update Results. The report will be displayed and the total amount of the Registration Cost column will be at the bottom of the column.

When the Total property is added to a field, the sum of the displayed data is placed at the end of the column. In this example, we’ve added the Total property to the Registration Cost field as well as the Payments and Adjustments field.

Totals for Registration Cost and Payments And Adjustments column are displayed

NOTE: The total is the sum of all displayed data. So, if you show a subset of the data using a filter, the total at the bottom of the column is the total for the displayed rows only.

Changing Column Width in the Report Writer

Sometimes, the default column width in a report might be too small for your date. For example, if you have an event with a long name, the contents of the Event column might cause all the rows of your data to take up too much space.

Long event names can make rows too tall

To change the width of a column, follow these steps:

  1. At the far top right of the report, click the Fields tab. Field information for the report will be displayed.

The Fields tab is at the far right of the screen

  1. In the panel on the right, follow these steps:
  • Hover the mouse over the field you want to work with. In this example, we will change the size of the Event field.
  • Click the settings icon (the gear) at the right of the field name. The Field Properties dialog box will be displayed.

Selecting Settings for the Event field

  1. In the Width field, enter the desired column width in pixels. For this example, we will set the field to a width of 150 pixels.

Field Properties dialog box

  1. Click OK to dismiss the dialog box.
  2. Click Update Results. The data will be redisplayed with the new width applied to the column.

The Event column is now set to 150 pixels wide