Reports & statements

Revenue Report: review sales over time

Generate revenue figures for a selected date range and grouping.

2 min read · 4 steps
Where to go

Reports → Revenue Report

Step by step

  1. 1

    Choose From Date and To Date for the period you need.

  2. 2

    Select Group By: Day, Week, Month, or Year.

  3. 3

    Generate the report and review the totals, chart, and grouped rows.

  4. 4

    Change the period or grouping and generate again when comparing trends.

See it in the workspace

Actual portal screens. Private values are hidden where needed. Open an image to see it at full size.

Choose the period and grouping before generating the revenue report. View full size
Choose the period and grouping before generating the revenue report.
Good to know

Revenue and cash collected measure different things. Use Receipt Report to compare recorded money received.

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