¶ Cost Summary By Category
¶ Key Features
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Categorized Cost Summary:
- Displays the cost summary by different categories during the servicing process.
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Cost Tracking:
- Helps users analyze where the majority of the costs are incurred, enabling better financial management and planning for future services.
¶ How to Use the Cost Summary By Category Page
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Navigate to Cost Summary By Category:
- Click on the Widgets and select Cost Summary By Category.
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View Cost Breakdown:
- The page displays costs categorized into various sections, giving a clear view of service expenses.
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Filter by Service Date:
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Users can filter the summary by service date to view historical costs over a specific period. Available filter options include:
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Today: Shows the cost summary for the current day.
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Yesterday: Displays costs for the previous day.
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This Week: Includes costs incurred from the start of the current week to today.
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Last Week: Shows cost data for the entire previous week.
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This Month: Displays costs from the beginning of the current month to today.
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Last Month: Provides a summary of all costs from the previous month.
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This Year: Shows the cost summary from the start of the current year to the present date.
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Understand the Percentage Factor:
- The percentage factor represents the proportion of the total cost attributed to each category. It helps users understand which areas of service are consuming more resources, allowing for more efficient cost management.
