Revenue Summary Report

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

From the Reports menu > Transactions / Financials, the Revenue Summary report can be found under the Recommended tab.

  • View and assess revenue by Class/Event Location.
  • Compare revenue collected with related enrollments.
  • Analyze discounts 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 adjust the Display Settings:

  • Add a Subheading
  • Show Refunds
  • Report format

The 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.