GL Code Item Allocation Report

This page is part of our Insights Library. For more information about adding this report to your account or to see other reports, please see the library page.


Description

This report shows all items that have been allocated to an event over a user-defined time frame grouped by their GL Code. This allows the user to see the total revenue for each GL code over a given time frame.

User Parameters

The user will enter a date range that is based on the date that the item is allocated to.

Grouping

Items are grouped by the GL code assigned to each item.

Filtering

This report only pulls in items on active, definite events over the date range selected by the user.

Summaries

This report shows the subtotal, discount total, service charge total, tax total, and the overall total for each GL code grouping.