Revenue Summary Report

The Revenue Summary report displays revenue organized by Category 1, 2, and 3.

From the Transactions (menu) > Transaction Reports, the Revenue Summary report can be found under the All or Recommended tab.

  • View and assess revenue by Class/Event Location.
  • Compare revenue collected with related enrollments.
  • Analyze discounts given over a specified date range.

Save this as a frequently used report! Click the Heart iconnext to a report name, the heart will change to redand the report will be listed under the Reports menu > My Reports for quick and easy access!

Search Criteria

Use the Search Criteria to narrow results down to the payments you want to work with.  

Display Settings

Before submitting for results, you can adjust the Display Settings:

  • Add a Subheading
  • Show Refunds
  • Report format

Report Results

When a payment is linked to a fee that has a class selected in transaction details, the class enrollment will populate in the Enrollment column.