Reports: Revenue Report

Overview

Revenue Report Overview

The Revenue report gives a quick snapshot of the payments you have received by the month including a visual of Revenue volume over time.

In this article, we will review the information and options presented including the ability to Hide the Chart, filter the data, and Export the report.

Gift Certificate usage, such as Gift Certificate redemptions or refunds, is not included in the Revenue report totals. As a result, totals may be less than the Transactions report, which does include Gift Certificate usage.

Learn more about your reporting options here:

Date Filter

Revenue Report Date Filter

By default, the report will show 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 the desired date or date range.

Remember Filters

You can configure your personal 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:

Accounts: Profile

Report Columns

This report comes with 5 columns as follows:

Date

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.

Payments

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.

Click on the top of any Column to adjust the sort order of the report based on that Column.

Export

Revenue Export

You can Export your Revenue report using the link in the top right corner.

Revenue Export Modal

From there, you are able to enter a name for the report and choose the output format.

Save As

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 if needed by placing focus on the Save as field and entering the desired name.

Format

Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).

Save To

The report can be saved to your Computer, Email, or Google Drive.

Columns

Choose to Export Visible columns or All columns. In the case of this report, all columns are always visible, so you will get the same result with either option.

Max Rows

Choose to limit the maximum number of rows to Export (Max Rows) or choose to Export All Rows.

Formatting

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 as configured with the Date Format setting (Manage > Setup > Locale).

Hide Chart

Revenue Revenue Report Hide Chart

When choosing to Hide Chart, this will remove the Revenue chart from the report. You can then choose to show the chart again by selecting Show Chart.

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