How to Use the Revenue Reports


This article will take you through; 

  1. What are the Revenue Reports
  2. How to find the Revenue Reports
  3. 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. 

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.


When a client makes a purchase or you issue a client a refund they will show up on 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;


Next steps and additional support

To learn more about 'Revenue' reports, follow the links below:

For additional support reach out to and we will be happy to assist you. 

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