To delete a selection, highlight the value required and click the "Remove" button.
To include a selection, click on the tab for the category required and click the "Add" button.
A selection form will allow you to choose the value required, eg. for territories.

Sorting Options
Up to 5 fields may be defined as Sort Fields.
These will determine the sequence of records on the report.
For each sort field added, sub totals can be produced.

A typical use of "invoicing" statistics is to establish the "deferred" sales at the end of an accounting period.

Deferred Sales/Forward Income

General
income from invoices/credit is normally credited to the P&L account in the month the invoice is produced, meaning an invoice dates 01/01/13 for £12,000 on a course from 01/01/13 to 31/12/13 will initially show as £12,000 income in January 2013.

This clearly overstates the income in January and in order to more accurately reflect the true sales for the month, it would be necessary to defer 11 months of the income (£11,000) to future accounting periods.
This is achieved by running a Statistics (Invoicing) report to calculate the amount of deferred income.

Although it is tempting to get Class to just show (invoiced) income on a month by month basis by spreading net income over the duration of the course and using this as the basis for the accounts, it is not the most accurate and best way to achieve correct figures.

The best way to produce the required figures is to create a statistics report that shows annual totals based on the start date of the current accounting period, eg. if account are being produced for the month of January 2013, then the report should start with 01/02/13 for say 4 years. This will show income for the example above as follows:

As £12,000 will have been credited to sales from the posting of the invoice, the deferred value of £11,000 is correctly shown in the column of 01/02/13. If forward bookings go into 2014, then this value will need adding to 2013.
For the next accounting period, simply move the date to 01/03/13.

DO NOT BE TEMPTED TO USE THE £1000 AS SALES FOR THE MONTH!
Although in many cases this may be the correct value, it will not accurately reflect all retrospective changes to bookings (a frequent occurrence in language schools). It is also easier to prove the forward sales figure by producing an audit list of all the forward bookings (by name, invoice number etc).

HOW? Before running the Deferred Income report, ensure all proformas for arrivals up to the period end date have been converted to invoices.
This is done by running the Batch Invoice process, and dating the invoices as at the period end date (as below).

Statistics
Go into Reports > Reporting Module > Invoicing Statistics.
Click on Add.

Name - As appropriate
Basis - Use Date Spread (will spread values over their duration)
Period Type - Years
From Date - The start of the current accounting period
Include Cancelled - Yes, this allows for cancellation feeds to be included, if charged

Sorting

 

The above example shows 'Invoice Line Category' (Tuition/Accommodation etc) and Nominal and the Price Item Name (Course).
At year ends, the student ID/name or invoice number may be added to provide a much more detailed report for audit purposes.

Invoice Date Range
Leave the start date unchanged, but set the end date to the period eg. 31 January 2013.
This will ensure invoices/credits raised after 31/01/13 are not included in the calculation.

Category
Each category (Tuition/Accommodation/Transfers/Sundry) can be run separately, but by including the invoice line category in "Sorting", one report will suffice for all categories.

Packages - Include
Include Type - All
Include Invoices - Only select invoiced. Proformas should not be included, although if invoicing had not been run for week, a separate run for proformas would have provided figures for "Sales not yet invoiced".
Value Used - Agent Net (Gross-Discount). This is the amount transferred to debtors and should be used for deferred sales.

If sales need to be "Grossed Up", then a separate report (just for the single period) should be created using "Discount".
A journal can then be created - Credit Sales, Debit, Discounts/Commissions.

Journals can be created in total or by element, as required.
In the above example, all income from column 01/02/13 onwards is forward income ie. deferred income as at 31/01/13.

Examples of other reports

Country by Territory Totals (with Sub-Totals by Territory)

General Information on statistical values:

The key values Class will only accurately report on is:

Other values:

Student Counts and Enrolment Counts
These variables can be misleading and confusing depending on how Class is operated.
Results can vary depending on time ranges, selection criteria, and the impact of cancellations.
For this reason, these 2 values are not recommended for statistical reporting.

Student Count
We acknowledge that there is a general interest in "how many students" (defined as the number of unique student ID's in the period being reported on).
The only place where student counts should be used is the "Agent Stats" tab and the "All School Stats".

Enrolment Counts
If required, can be obtained from the "Statistics Generator" (Enrolment Bookings).

Other place where "counts", "numbers" etc are indicated are purely computer counts and may not necessarily reconcile with any other figures.