6-Uni-Reports : Add "Cost by Month" Report field

Issue #843 resolved
Emil Reisser-Weston
created an issue

Can we add a Price by month field. this will do is break down each price by month with a record for each monthly income: You can see here an example from PICS ..

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There is no need to display these monthly prices in the grid, instead export them when exporting to a spreadsheet etc.

The numbers selected are all negotiated prices (i.e. not payment records) ...

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... and include separate monthly prices called

  • Training Price by Month
  • Assessment Price by Month
  • Residual Training Price by Month
  • Residual Assessment Price by Month

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These monthly costs are calculated by looking at the Learning Start Date

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And the Learning Planned End date and calculating the cost spent on each month by dividing the total financial amount by the number of months.

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Comments (12)

  1. Emil Reisser-Weston reporter

    Filter Fields

    Move "Cost by Month" to the review fields and call it "Cost Breakdown by Month". It should take the filtered period of time by the "Active Date Range". This makes more sense to me - unless I am missing something.

    Review Fields

    Can you rename these ... "Training price by Month" = "Monthly Rate - Training" "Assessment price by Month" = "Monthly Rate - Assessment" "Residual Assessment Price by Month" = "Monthly Residual Rate - Assessment" "Residual Training Price by Month" = "Monthly Residual Rate - Training"

  2. Lauris Mikulans

    Added new Filter: Cost Breakdown Date Range that will be as date selector/picker.

    Following are only for display/columns:

    • Cost Breakdown by Month
    • Monthly Rate - Training
    • Monthly Rate - Assessment
    • Monthly Residual Rate - Training
    • Monthly Residual Rate - Assessment

    Please remove existing filters/displays related to this issue and add them back in.

  3. Lauris Mikulans
    • changed status to open

    Ok, regroup!

    4350

    2018-09-03
    2018-11-01

    2020-03-31 - 2018-09-03 = x months.

    4350 / x = z (monthly payment)

    2018-11-01 - 2018-09-03 = 2 months

    z * 2 = actual monthly costs

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