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.

The Revenue Overview is included on every plan, including Free. The advanced reports — AR Aging, Customer Insights, Invoice Performance, and VAT reports — need a paid plan: AR Aging starts on Starter, and the rest start on Growth.

Revenue Overview is one of 39 reports. To see the rest, click Reports in the left menu and then All reports. They are grouped into Overview, Sales, Receivables, Payments, Purchases & expenses, Tax & compliance, Accounting, and Activity. Which ones you can open depends on your plan.