Report 1. Use The “CustData” Query to create a report that alphabetically lists all customers for Statewide. Include Customer ID, Last Name, First Name, customer type, contract type, & Contract number – Organize the report alphabetically by Customer name (Report Name – CustData)
Report 2. Use the “ContrTypeFinancials” Query to create a report that includes Customer ID, Contract number, Contract type, Contract amount, Contract profitability, Profit Generated – Organize the Report by contract type (All Landscape contracts first, then all Swimming Pool contracts following). Include an average contract amount, average contract profitability, and average Profit Generated at the end of each sub-group (Landscape and Swimming pool). What this provides is an analysis of the relative average contract amount, contract profitability and average profit generated during 2016 by type of contract (Landscaping and Swimming Pool installation) for the 2016 fiscal year (Report Name – ContrTypeFinancials)
Report 3. Use the “CustTypeFinancials” Query to create a report that includes Customer ID, Contract ID, Customer type (Commercial or Residential), Contract Amount ($), Contract Profitability (%), and profit Generated ($) – Organize the report by customer type (All Commercial first, then Residential). Include an average contract amount, average contract profitability, and average Profit Generated at the end of each sub-group (Commercial and Residential). What this provides is an analysis of the relative average contract amount, contract profitability and average profit generated during 2016 by type of customer (Commercial or Residential) for the 2016 fiscal year (Report Name – CustTypeFinancials)
Report 4. Modify the “2016 CustHistory” Query in order to create a report that includes Contract #, Customer Type, Repeat (yes or no), contract Amount ($) and Profit Generated ($) – Organize with “Yes Repeats” first, then “No Repeats” Insert a subtotal of Contract amount for the “Yes Repeat” sub-group and the “No Repeat” Subgroup. (Report Name – RepeatFinancials)
Report 5. Modify the “2016 CustHistory” Query in order to create a report that includes Contract #, Customer Type, Referral (yes or no), contract Amount ($) and Profit Generated ($) – Organize with “Yes Referrals” first, then “No Referrals” Insert a subtotal of the Contract amount for the “Yes Referral” sub-group and the “No Referral” Subgroup. (Report Name – ReferralFinancials).
Requirements: excess
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