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Locate: Reports > Revenue
Prerequisites:
- Admin permissions or restricted permissions to View all Reports (or Revenue) and Export Data.
- Reports are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Reports with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
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 review the information and options presented including the ability to Hide the Chart, filter the data, and Export the report.
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Learn more about your reporting options here: |
Date Filter
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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 the desired date or date range.
Remember Filters
Back to topYou 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.
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Learn more about your Profile Filter settings here: |
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 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 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
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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.