Turnover Report

The Turnover report is used to provide a list and a report displaying the turnover values for each supplier for the current month, current financial year and a specific period you can define.

You can access this option by selecting Reports > Supplier > Turnover Report from the main menu or from the Supplier section by clicking the Reports button and selecting Turnover Report from the menu.

Please note that the turnover figures calculated in the list and report are based on Net values and do not include the VAT element on supplier transactions.

On the left hand side of the supplier turnover list you have the range panel which is common to all reporting options in Avanti. This is where you specify the criteria for the suppliers you want to include in the list and report. When you have defined the criteria you want you can hide this panel to expand the width of the supplier turnover list by clicking the split-panel bar displayed between the range panel and the supplier list. You can click the split-panel bar again to show the range panel.

The Turnover list displays three columns of turnover figures. The first two are static and display the current month and current financial year (based on the current Sign-In date). The third column displays turnover figures for a period which you can define by specifying the dates into the Date Range settings on the left.

Supplier

Select the range of suppliers you want be included in the Turnover list and report. The supplier range settings are always defaulted to the first and last supplier references. Use the Look-Up icon (magnifying glass) in each box to find the supplier you want.

Date Range

Select the period, by specifying a range of dates, that you want to calculate supplier turnover for. These figure will then be displayed in the third column in the list. For example if you want to see turnover figures for each supplier for the previous three months you can enter the start and finish dates of that period to calculate the turnover values. Use the drop-down buttons at the side of the date boxes to select a date from a pop-up calendar.

Include

The settings in the Include panel enable you to define the turnover list by setting additional criteria :

Show All

This checkbox works in tandem with the other two settings in the Include panel. When this box is ticked the criteria defined in the other settings in the Include panel are ignored and all suppliers in the range are included. By default this checkbox is ticked. If it is unticked then the other settings in the Include panel are used to determine a criteria for which suppliers are included in the turnover list.

Include ...

This is used with the Above setting to determine a criteria for the supplier turnover list. Click the drop-down button for a list of the three available turnover values that you can define a criteria for. For example if you select This Mth from the drop-down list and the Above box is set to 500 then any suppliers with a turnover for the current month of less than 500 will be excluded. Another example would be to only list the suppliers who have turnover above 1,000 for the current year. You would therefore select This Yr from the drop-down list and enter 1,000 into the Above box and the list will be refreshed based on suppliers who have a turnover of over 1,000 for the current financial year.

Above

Used in conjunction with the Include ... setting, you would select an option from the Include ... drop-down list such as This Month, This Year or the period you selected in the date range and enter a value in this setting and the turnover list will refresh to only include suppliers with the selected turnover column above this amount. For example if you only wanted to list suppliers who had spent 2,500 or higher in the last three months you would set the date range to the last three months, select the specified period from the Include ... list and enter 2,500.00 into this setting.

To remove the criteria defined in the Include ... and Above settings and display all suppliers you should tick the Show All checkbox.

Graph

The Show Graph checkbox enables you to display a pie chart representing the data in the Turnover list. When this checkbox is ticked the graph will be displayed to the right of the list.

Once the graph is shown you have the option to copy it as an image to the Clipboard to paste into a separate document or a report and also the option to view the graph in a different format by using the Graph Options drop-down.

You can resize the graph by moving your mouse over the area between the list and the graph and clicking and holding the left mouse button. You then move the mouse left or right depending on the size you want the graph and release the button when it is positioned how you want it.

To remove the graph you can untick the Show Graph checkbox or you can click the split-panel bar in the centre of the area between the list and graph. When the graph is not shown you can also click the split-panel bar on the far right of the list to open the graph.

Toolbar

The Toolbar provides several buttons to carry out key tasks :

Lookup

Click the Lookup button if you want to bring up Transaction History to enable you to view the transaction activity for the selected supplier.

Click the Print button to produce the Turnover report. By default this will show an on-screen preview for you to view the report and you can then print it from the Preview window. If you prefer that the software send reports directly to the printer when selecting a Print option then you will need to change the Preview All Reports Before Printing setting in the Reports & Documents page in Company Preferences. See Company Preferences for more information.

Setting the Report Order

You can define the order in which the information on the report appears in the same way as you do in the on-screen list. You simply click the header of the column you want to sort by and this will sort the information for you in the list. The order settings on the list are then picked up by the report to sort the information on the generated report accordingly.

Click the Email button to send an email to a specified recipient with a PDF document of the report attached to it. Once the report is produced you will be given an email window to enter the recipient's email address and the message you want to send with the report. See the Sending Emails page for more information.

Click the PDF button to export a PDF document of the report. Once the report is produced you will be given an export window which enables you to make settings about how the want the PDF document exported and whether you want to open it after it has been exported. You can then select where you want to save it and to save it under a specific file name. See the Exporting PDF Documents for more information.

Click the Export button to export the report in the format of your choice. You will be given a menu of export options to select the format you want to export the report in. See Exporting Reports for more information.

Click the Refresh button to refresh the list with information which may have changed elsewhere in the system since you opened the Turnover Report option. You can also refresh the data in the list by pressing the F5 button on your keyboard when the list is selected.

Customising The List

You can customise the list in various different ways including moving columns, sorting the list by a particular column, filtering the list based on your own criteria and more. See the Customising Lists section for more information. Any customisation you carry out on the list is saved, specific to you, so it will be displayed in the same way the next time you use the Turnover report.

In the list the first column displays a Look-Up (magnifying glass) icon next to each supplier. This is used to drill-down to view more more information about the supplier. When you click the Look-Up icon it invokes the same process as clicking the Drill Down button in the Toolbar.

You can also access additional options by right-clicking on the list and a pop-up menu will be displayed. This is just another way to get at many of the options available in the Toolbar. The options at the bottom of the right-click pop-up menu, starting from Group By This Field, are standard options for all lists in the software (see Customising Lists for more information). The option at the bottom of the menu is Export which enables you to export all of the information in the list in several formats including Excel, CSV and HTML.