====== Statistics ======

:!: Sales statistics can be used in all account areas, so please select the correct account area. The statistics offer a lot of functions so it is handy to know what kind of analysis you need. So ask yourself: 

:?: What am I trying to find out?

You get to the sales statistics via **//Accounts/Statistics//**.

===== General functions =====

{{:en:umsaetze:drucken:umsatzstat_fenster.png|}}

^Reset (1) |:!: Please always press the button **//Reset//** before you start entering your settings, to restore the default settings.|
|:::|;-) **//Reset//** enables all the tests, as you can always restore the default settings.|
^Save (3) |**//Save//** allows you to save the statistics settings, so you can always use them again.|
|:::|:!: Please save in the folder suggested by Pcc. Pay attention to the file name - it is clear that it is a sales statistics but the actual content should be included in the file name.|
^Load (2) | If you **//Load//** a saved statistic you only need to adjust the time **//Time period//**. Both fields must be adjusted.|

===== Important settings =====

:!: Sometimes less is more - fill out only as much as necessary, not as much as possible.

==== Time period and content ====

The settings most frequently used can be set with the following information::

{{:en:umsaetze:drucken:umsatzstat_fenster1.png|}}

  * //**Time period**//: always enter the relevant time period. 
  * //**Evaluate time period daily**//: this relates to the daily turnover for a certain period and a given time-frame, for example between 10am and 2pm, from 01.01.10 to 31.12.10
  * //**Until 06:00 o'clock of previous day**//: checking this is especially important for catering, if the revenues are to be expected after midnight.
  * //**Separate bookings**//: define whether you want to print out single postings or totals (in which case the box should not be checked). It is also possible to select different kind of orders such as customer name (alphabetical), invoice number or home club.
  * //**Total of groups**//: here you can choose between individual items or product groups.
  * //**Customer filter**//: select the group of persons . Please create a listing filter if you need a "single person"!

==== Filtering ====

{{:en:umsaetze:drucken:umsatzstat_filter.png|}}

  * Differentiate which article groups you want to be analyzed.
  * **//Only this status//** is very useful (especially for the account area **//CLUB//**) as any kind of balance lists can be printed.

==== Special article ====

{{:en:umsaetze:drucken:umsatzstat_spez.artikel.png|}}

  * You can select the required articles with **//Choose article//** and import them to the window with **//OK//**.
  * Note the //**Negation**// option.

==== Days/Time/Club statistics ====

{{:en:umsaetze:drucken:umsatzstat_tage_zeit_clubstat.png|}}

  * This feature can be very handy for a green fee analysis. The fluctuation at certain time periods can be determined.
  * With **//Analysis//** you can analyze individual days, weekdays, clubs, person filters or users. 
  * The **//Indicated value//** can be displayed as "gross-net-value" or "amount".
  * With **//Time subdivision//** you get the information about how often an article was posted in this time period. This can be very useful for evaluating green fees.
  * The **//Filters//** allow you to differentiate even more between specific groups of persons.

===== Statistics examples =====

HINT: Please do not forget to save useful and individual statistic settings, to ensure that you can always reuse them. 

==== Sales statistics with individual layout ====

Statistics with member characteristics, account text and gross amount in the account

Sales statistics settings:

{{:en:umsaetze:drucken:umsatzstatistik_einstellung.png|}} 

  * 1. Reset
  * 2. Define date
  * 3. Sort
  * 4. Layout
  * 5. Check-mark on payment (next screenshot) under the tab Filtering

{{:en:umsaetze:drucken:umsatzstatistik_einstellung_2-te.png|}}

Layout 

{{:en:umsaetze:drucken:umsatzstatistik_layout.png|}}

Layout to copy:

<L  >|<NAME         >|<FIRSTNAME>|<OPTION02   >|<OPTION03   >|<XTEXT      >|<XGRS    >|<ENTRYDATE>|<LEAVINGDATE>|

Result:

{{:en:umsaetze:drucken:umsatzstatistik_druck.png|}}


==== Cost control after fee transfer ====

:?: You have transferred the annual fees to the accounts, and now you want to check everything before printing the invoices?

  - Click the button **//Reset.//**
  - Go to the tab **//Time period and content//** and enter the date from... to... in the tab **//Time period//**.  
  - Sort by "Customer name" in the **//Separate bookings//** field.
  - Please set the //**Customer filter**// to "All persons", as this option allows you to check if there have been any fee transfers to other people by accident.
  - Now switch to the tab **//Filter//** and select "to calculate" for the field **//Only this status//**.
  - Now click **//Print//**.

;-) Here is the outcome:

{{:en:umsaetze:drucken:umsatzstat_nach_namen.png|}}


==== List of individual payment methods ====

:?: Do you need an overview of your sales that where paid in cash or with a debit card (e.g. for your cash register account)?

  * Again, go to **//Accounts/Sales statistics//** and click the **//Reset//** button on the right to ensure you start with the default settings.
  * Go to the tab **//Time period and content//** and enter the desired dates for the period and - if necessary - remove the check mark for **//Print individual postings.//** 

Then go to the tab **//Filter://**

{{:en:umsaetze:drucken:umsatzstat_zahlart_bar.png|}}

  * In the row "Payment methods" **//Select//** the payment method. They can usually be found at the end of the article list.
  * Create lists one after the other with the needed payment methods. 
  * If you select more than one payment method, the totals of each payment method will be summed up.
  * Press **//Print//**(F8) to start the printing process.

==== Green fee revenue by day of the week or time of the day====

  * Select your account area, for example **//SALES//** and go again to the statistics under **//Accounts/Statistic//**. Press **//Reset//** to use the default settings.
  * Input the **//Time period//** under the tab **//Time period and content//**.
  * Uncheck the  **//Separate bookings//**. 
  * Switch to the tab **//Filter//**. Choose the category GREEN FEE for the **//Article groups//** field. If the category GREEN FEE contains many items, you may encounter the problem that they cannot be completely printed on the statistics. if this is the case, please select individual items. When you evaluate __all__ the articles in the GREEN FEE category you will see the complete number of green fees for the day of the week in the 1st column .
  * Click on the ** //Days/Time/Club Statistics//** and check the **//Print Days/Time/Club Statistics//**.
  * Select "Weekdays" in the //**Analysis**// field. 
  * Select "Quantity" in the //**Indicated value**// field. 


{{:en:umsaetze:drucken:umsatzstat_tage_zeit_club.png|}}

Press **//Print//** and you will see the following:

{{:en:umsaetze:drucken:umsatzstat_tage_zeit_club_druck.png|}}

You can also print a list with time-divisions when you make small changes in the tab **//Days/Time/Club statistics//** (see figure below).

  * Select "Total" in the **//Analysis//** field.
  * Check the **//Time subdivision//** box and input your desired time frame. 

{{:en:umsaetze:drucken:umsatzstat_tage_zeit_club_mit_zeit.png|}}

You will receive the following list where you can see the time of the day when most green fees are booked.

{{:en:umsaetze:drucken:umsatzstat_tage_zeit_club_mit_zeit_druck.png|}}

Hint: You can always restore the default setting with //**Reset**// and then test new settings.

==== FA-Export, not exported bookings ====

;-) This list is of interest only in connection with the module [[en:umsaetze:buchhaltungsexport:buchhaltungsexport]].

There are two common mistakes when using the module Export accounting data (for example for DATEV export):

  - The booking cannot be exported because the article lacks the FA account number.
  - The booking cannot be exported because it has been posted to a date in the past, and that date has already been handed over to DATEV.
  
You can check with the sales statistics whether the bookings were posted, and find out which were not. In this case, check the //**Separate bookings**// in the tab //**Time period and content**//. Now go the the tab //**Filter**// and set the fields as presented in the following image:

{{:en:umsaetze:drucken:umsatzstat_nicht_exportierte_fibu.png|}}