How to Use the Revenue Reports

Shauna Brennan

December 19, 2019 16:27

This article will take you through;

What are the Revenue Reports
How to find the Revenue Reports
Next steps and additional support

What are the Revenue Reports

'Revenue Reports' can help you understand the cash flow of your business. The following reports are available;

Revenue (and payout)

The 'Revenue' report details the revenue that your clients have paid to you, within a chosen time frame. You can toggle on variables to show comparisons to help you understand your cash flow. From here you can also view scheduled income and payouts.

Understanding the Revenue Report

Failed Payments

When a client has a recurring membership set up, there may be times when that payment fails. These failed transactions are logged in the 'Failed Payments' report.

How to Use the Failed Payment Report

Transaction

When a client makes a purchase or you issue a client a refund they will show up on the 'Transactions' report.

How to Use the Transactions Report

How to find the Revenue Reports

From the dashboard either, click on the 'Reports' tab or the 'View Full Report' under the 'Revenue' preview. From here you will get a full overview of your revenue. You can then click on the 'Report List' tab and scroll down the view 'Failed Payments' and 'Transaction' reports;