How to Generate a Revenue Report

The Revenue Overview report shows your invoiced vs collected amounts over time, so you can spot trends and understand how quickly customers are paying.

Steps

1. Go to Reports in the left menu.
2. The Revenue Overview section loads by default.
3. Set your date range using the From and To date fields.
4. Choose a Group by option: Monthly, Quarterly, or Yearly.
5. Choose a Compare by option: Vs previous period or Vs previous year.
6. The chart and totals update automatically.
7. Click Export CSV or Export PDF to download.

Advanced reports including Revenue Overview require the Growth plan or above.