Viewing the Revenue Report
The Revenue Report provides valuable insights into your space's financial health, showing trends and breakdowns of income over selected periods.
Accessing the Report
Navigate to the Reports section in the dashboard and select Revenue.
Selecting the Time Range
By default, the report shows data for the Last 7 Days. You can change the time period using the controls at the top right:
Predefined Ranges: Use the dropdown menu to quickly select common ranges like "Today", "Last 7 Days", "Last 30 Days", "This Month", or "Last Month".
Custom Date Range: Click the calendar button to open a date range picker. Select a start and end date to view revenue for a specific custom period. Selecting a custom range automatically switches the dropdown to "Custom Range".
Understanding the Summary Cards
At the top of the report, several key metrics provide a quick overview for the selected period:
Net Revenue: The total revenue generated from completed payments (minus any partial refunds) within the selected dates.
Revenue Change: Shows the percentage increase or decrease in net revenue compared to the immediately preceding period of the same length (e.g., if viewing "Last 7 Days", it compares to the 7 days before that). An up arrow indicates growth, while a down arrow indicates a decline.
Average Daily Revenue: The average net revenue earned per day during the selected period.
Total Transactions: The total number of completed payments recorded in the period.
Avg Transaction Value: The average monetary value of each transaction.
Reading the Charts
Revenue Overview
This chart displays the daily net revenue trend over the selected time range.
Use the Bar Chart / Line Chart icons in the top right of the card to toggle between visualization styles.
Hover over points (line chart) or bars (bar chart) to see the exact net revenue for a specific date.
Revenue Breakdown
This chart shows where your revenue is coming from. It breaks down the total net revenue by the type of item purchased (e.g., specific Membership Plans, Room Credits for different rooms, Products/Other).
Use the Bar Chart / Pie Chart icons to switch between views.
Bar Chart: Useful for comparing the absolute revenue generated by different items.
Pie Chart: Useful for visualizing the proportion of total revenue each item contributes.
Hover over segments (pie) or bars (bar) to see the item name, total revenue, and number of transactions for that item.
Payment Methods
This chart illustrates the distribution of revenue across different payment methods (e.g., PayPal, Bank Transfer, Cash).
Use the Bar Chart / Pie Chart icons to switch views.
Bar Chart: Compares total revenue collected via each method.
Pie Chart: Shows the percentage share of total revenue for each payment method.
Hover over segments or bars to see the payment method name, total revenue collected, and number of transactions via that method.