Module 8
Revenue Reports
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
- Go to Reports → RevenueNavigate to the Revenue Reports section.
- Set Date RangeChoose the period you want to analyze.
- Apply FiltersOptionally filter by service type, provider, or location.
- View ResultsThe report shows totals, trend charts, and a detailed breakdown table.
Available Breakdowns
| Breakdown | Shows |
|---|---|
| By date | Daily, weekly, or monthly revenue over time |
| By service | Revenue per service or product category |
| By provider | Revenue generated per staff member |
| By location | Revenue 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
| Action | How |
|---|---|
| Revenue report | Reports → Revenue → set dates → view |
| Filter by service | Service Type dropdown |
| Compare periods | "Compare to" toggle |
| Export | Export button (CSV or PDF) |