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How To Generate Revenue Reports

Administrators can view reports for the company’s revenues earned from appraisal orders entered into the system. To view revenue reports, follow the steps below: 

 

1. Click on Reports at the top of the Dashboard to display the menu, and then on System Reports. 

€ValueLink' Appraisal ORDER STATISTICS Home Orders AVM Reports v Accounts System Reports Report Builder Scheduled Reports Performance Analytics Admin apo Search CLIENTS BY VOLUME Switch To Teams Workboard Create New Order v Today No orders were created during this time span Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities No orders were created during this time span 0 0 0 0 0 65

 

2. Click on Revenues on the left side menu. 

Order Reports Scorecards Vendor Reports Client Reports Staff Reports Reviewer Reports Salesperson Reports Accounts Receivable Accounts Payable Revenue Reports Profitability Reports QuickBooks Reports SYSTEM REPORTS Revenue Reports Total Revenues Summary By Client Total Revenue Details Total Revenue Summary By Date Powered By: ValueLink Software

 

3. You can view reports by clicking on the names provided. 

Order Reports Scorecards Vendor Reports Client Reports Staff Reports Reviewer Reports Salesperson Reports Accounts Receivable Accounts Payable Revenue Reports Profitability Reports QuickBooks Reports SYSTEM REPORTS Revenue Reports Total Revenues Summary By Clien Total Revenue Detail Total Revenue Summary By Date Powered By: ValueLink Software

 

Once the report is open, you can then Export or mark it as a favorite.  

 

 

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