The Revenue Report shows your income over any date range, broken down by period. It's the best place to understand your income trends and see how your business is performing over time.
Opening the report
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Go to Reports, then the Revenue tab
Click Reports in the sidebar and choose the Revenue tab.
Setting the date range
At the top of the report, use the Filters section to set:
- From and To dates: the period you want to analyse
- Period: whether to group data Monthly, Quarterly, or Yearly
- Basis: Accrual (the default) counts income on the invoice date, whether or not it has been paid. Cash counts income on the date a payment was received.
- Pipeline: on the accrual basis, tick Include drafts to list draft and scheduled invoices alongside the issued ones
- Client labels: appears once you have labelled a client, to report on a labelled group
Changing the period, basis or a tick box reloads the report straight away. After changing the dates, click "Apply". A line under the figures says which basis you are looking at.
Quick ranges
Instead of picking dates by hand, use the "Quick ranges" dropdown next to the date fields to jump straight to This month, Last month, Year to date, This fiscal year, Last fiscal year, Last 6 months, Last 12 months, Next month, or Next 3 months. The two fiscal year options use your account's fiscal year start month. See Setting your business timezone and fiscal year to change it.Reading the report
The report shows three summary figures at the top:
- Total Revenue: the income in the period on the basis you chose
- Invoices Issued (accrual) or Payments Received (cash): how many are counted
- Average Invoice: the average value per invoice. With more than one currency this becomes Avg / Active Period, the average per period that had activity.
If you have draft or scheduled invoices dated today or later, a Projected card shows their total. Invoices dated before today that were created but never sent show in a Created, never sent card. Neither is counted in revenue.
Below that, the Revenue by period chart shows your revenue for each period you selected.
On the accrual basis, a table at the bottom lists the invoices included in the report, with the invoice number, client, invoice date, and amount. With Include drafts ticked it also lists the pipeline invoices, with a status column.
Exporting to CSV
Click "Export CSV" at the top right to download the paid invoices table as a spreadsheet. This is handy for sharing with your accountant or importing into other software.