When you create financial reports, you can add a field to calculate the percentage of revenue for your accounts. This field is represented by %REV. However, before you add the column to the report, you need to identify the groups that make up your total revenue. Only groups that comprise your total revenue should be marked as revenue groups.
Flag a G/L group as a revenue groups
- In the G/L Group box, type or search for the name of the group that you want to make a revenue account, and then press the Tab key.
- Click Edit.
- Select the Revenue Group check box.
- Click Save.
- Repeat this procedure for each group that is included in the total revenue on your report.
Add the "percentage of revenue" field to a financial report
- Go to Accounting > General Ledger > Financial Reporting.
- Open the report to which you want to add percentage of revenue.
- Click the Set Up tab.
- Click Edit.
- On the Column Headings tab, under Available Headings, click and drag %REV heading to the Selected Report Headings list.
When adding the %REV column, it will calculate the percentage for the column directly above it. For example, if you want to calculate the %REV for This Month This Year figures, drag the %REV header directly underneath the TMTY header. You can add multiple %REV columns to the report (up to a maximum of six headings).
- Click Save.
- Run the report. Your Total Revenue group should always equal 100% for the Percentage of Revenue, with the other accounts showing percentages that add up to equal 100.
