Last updated: 20.06.2022

Applies from: 2019.06.00 and later

Including income in statistics

By using the Include income in statistics checkbox, it is possible to select the orders that will have their income included in the statistics, at the order level, customer level or generally, using the Office settings. By default, the checkbox has no setting, which looks like this: . This means that it is neither selected nor deselected. The setting configured at a more general level, for example in the office settings, is used. This means that if an active selection is not made for the Include income in statistics checkbox, the income for orders that have been invoiced or will be invoiced will be included in the statistics. Income from other orders, including those that will not be invoiced but just credited, are not included in the statistics.

The Include income in statistics checkbox can be made visible in order reception as follows:

  1. Click on Settings > Order reception > Order settings. Click on the order setting for which settings are to be configured from the list on the left.
  2. Click on the Form flow tab.
  3. Search for Include income in statistics in the list and select the checkbox in the Visible column.
  4. Click on to save all changes.

In order reception, the checkbox can then be selected and deselected to choose whether or not the order’s income is to be included in the statistics.

The setting for new orders can be configured on the Order Settings tab in the office settings in the Default values for new orders box.

The Include income in statistics column can be added in order check as follows:

  1. Click on Order > Order check.
  2. Click on to the right of the Setting drop-down list to open the order check settings.
  3. Go to the Columns tab and double-click on Include income in statistics in the list of excluded columns so that it is moved to the list of included columns.
  4. Click on to save all changes.

In order check, the checkbox in the column can then be selected and deselected for one or more orders at a time. See Giving the same value to multiple orders.

The setting for new orders can be configured on the Order Settings tab in the office settings in the Default values for new orders box.

To choose whether or not to include income in the statistics at the customer level, proceed as follows:

  1. Click on Register > Customers.
  2. Find the client you want to work on from the list on the left.
  3. Go to the Default values tab and select or deselect the Include income in statistics checkbox.
  4. Click on to save all changes.
See also