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Locate: Reports > Revenue
Prerequisites: Permission to View Reports.
Overview
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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.
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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. |
Date Filter
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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.
Report Columns
Back to topThis 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
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You can Export your Revenue report using the link in the top right corner.
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 will include the name of the report, plus the applicable date range. 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.
Hide Chart
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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.