Revenue Summary Report

The Revenue Summary report (Reports > Transactions / Financials > Who Has Paid or Reports > All Reports) displays revenue organized by Category 1, 2, and 3. Using this report you can:

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

Search Criteria

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

Leaving a field blank is the same as saying "all".

Display Settings

Before submitting for results, you can:

  • Add a Subheading
  • Change Show Refunds
  • Adjust the Report format

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.