Learn how to use the Revenue report, including filtering by date, remembering filters, understanding report columns, and exporting report results.
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Reports > Revenue
What more do I need to use this feature?
- Admin or restricted permissions to View all Reports (or Revenue) and Export Data.
Which Checkfront version supports this feature - classic, new or both?
- The Revenue report is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨
Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.
Not yet on our newest version and interested in upgrading? Please reach out to our Technical Support team for more information.
Discover more product-related help articles here: Products (New).
Report overviewBack to top
The Revenue report gives a quick snapshot of the payments you have received by the month, including a visual of revenue volume over time.
Learn more about your reporting options here:
Filtering by dateBack to top
By default, the report shows you the Last 12 months, but this can easily be modified by clicking on the Date drop-down just above the Date column and selecting another preset period.
The date filter preset options provided include This month, Last month, Last 3 months, Last 6 Months, and All bookings.
You can report on a select date or date range by choosing the Custom option. This opens a date selector from which you can select a specific date or date range.
Remembering filtersBack to top
You can configure your account to retain your filter selections within most reports and features so that you don't have to repeatedly select your preferred filters.
Learn more about your Profile Filter settings here:
Understanding report columnsBack to top
Your Revenue report is divided into the following columns.
This is the month for the particular line of sales numbers you are currently looking at.
|Transactions||The number of transactions performed during that month.|
|Transaction totals for the month. These totals are based on the transaction report for that month.|
|Refunds||Total of any refunds made during the month in question.|
|Total||Difference between the payments received and refunds given for the month in question.|
Sorting the report
Click the top of any column to adjust the sort order of the report based on that column.
Exporting the reportBack to top
You can Export your report using the link in the top right corner.
From there, you can enter a name for the report and choose the output format.
Allows you to specify the name of the Export file. By default, the file name is the name of the report. You can edit the name of the file by placing focus on the Save as field and entering a different name.
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
The report can be saved to your Computer, Email, or Google Drive.
Learn more about exporting to Google Drive here:
Choose to Export Visible columns or All columns. In the case of this report, all columns are always visible, so you get the same result with either option.
Choose to limit the maximum number of rows to Export (Max Rows) or choose to Export All Rows.
Use ISO Dates allows you to choose the format of dates within the Export.
- When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
- When not selected, you see the format configured with the Date Format setting (Manage > Setup > Locale).
Hiding/showing the chartBack to top
When choosing to Hide Chart, this removes the Revenue chart from the report. You can then choose to show the chart again by selecting Show Chart.