Expense - Income Report (Pie Chart)

Introduction

This screen allows the retail user to view their expense and income report in Pie Chart format. This format is based on the search criteria specified by the retail user such as: category name, frequency and time range. Only categories which are available for categorization will be considered for expense-income analysis. The retail user can select multiple categories from the given search criteria and would also have an option to select the date range for performing the expense�income analysis. By default, past one year date is pre-populated. For each category, both exact amount and percentage are shown. Two separate pie charts are displayed. One pie chart for categories under income head and another one pie chart for categories under expense head. By default system generates expense-income report (Pie Chart) considering all categories and publishes all the transactions that have taken place under the current month for all categories.

Note:

For the fields,

Time period from: This field will have drop-down list values starting from one year old. For example today is 02/10/2010, then drop-down list will have value starting from Nov, 09 till Oct, 10.

Time period To: This field will have drop-down list values starting from one year old. For example today is 02/10/2010, then drop-down list will have value starting from Nov, 09 till Oct, 10.

Retail user would not be able to generate any report if the user isn�t linked to any categories.

Navigation

The following is the navigation for this option:

Select the Expense - Income Report (Pie Chart) option from Reports drop-down list in Manage Category and Budgeting screen and click the OK button.

Select the Expense - Income Report (Pie Chart) option from the dropdown of View Reports Tab

The Expense - Income Report (Pie Chart) screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field	Description
Search Criteria
Category Name	Specify the category name. Note: The category name can also be specified using Select Category button. Clicking the Select Category button fetches the list of category.
Time Period From & To	Specify the time period range.

Click	To
Search	Search the categories based on the search criteria. The result list is displayed on the same screen below.
Clear	Clear the specified values.

Field	Description
Transactions List
Bank Name	The bank name holding the account.
Account Nickname	The nickname for the account.
Account Type	The type of account. Valid Values: Savings Current Overdraft
Account Number	The account number.
Transaction Date	The date on which the transaction was initiated.
Transaction Remarks	The remarks entered by the user during transaction initiation.
Category	The category of the transaction.
Currency	The currency of the transaction.
Amount Type	Specifies whether the transaction is Debit type (Dr.) or Credit type (Cr).
Amount	The amount of transaction.

Click	To
Page Go	Provide the list page number and click Go to fetch the corresponding list screen.
	Go to the previous list screen.
	Go to the next list screen.
Select Category	Fetch the list of categories available.
Download Details As	Download the above details. Select the following format and click the OK button to download: HTML CSV XLS PDF