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ReportsUpdated Mar 20261 min read
How to Generate a Revenue Report
The Revenue Overview report shows your invoiced vs collected amounts over time, with comparison against previous periods.
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:
- 1Go to Reports in the left menu.
- 2The Revenue Overview section loads by default.
- 3Set your date range using the From and To date fields.
- 4Choose a Group by option: Monthly, Quarterly, or Yearly.
- 5Choose a Compare by option: Vs previous period or Vs previous year.
- 6The chart and totals update automatically.
- 7Click Export CSV or Export PDF to download.
Note: Advanced reports including Revenue Overview require the Growth plan or above.
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