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.