Revenue reports show how much money your business is generating. Filter by date range, service type, provider, or location to see exactly where revenue comes from.

Generating a Revenue Report

  1. Go to Reports → Revenue
    Navigate to the Revenue Reports section.
  2. Set Date Range
    Choose the period you want to analyze.
  3. Apply Filters
    Optionally filter by service type, provider, or location.
  4. View Results
    The report shows totals, trend charts, and a detailed breakdown table.

Available Breakdowns

BreakdownShows
By dateDaily, weekly, or monthly revenue over time
By serviceRevenue per service or product category
By providerRevenue generated per staff member
By locationRevenue per business location

Compare periods: Use the "Compare to" option to compare this month vs. last month or this year vs. last year for trend analysis.

Quick Reference

ActionHow
Revenue reportReports → Revenue → set dates → view
Filter by serviceService Type dropdown
Compare periods"Compare to" toggle
ExportExport button (CSV or PDF)