Step 1 — Go to Reports
From the Dashboard, go to Insights.
Click Reports.
Step 2 — Create a New Report
In the top-right corner, click Create report.
Open the report editor.
choose Order Item as Datasouce
Step 3 — Add Required Columns
Click Columns.
Add the following columns:
Project name
Is fee
Step 4 — Group by Project Name
Find the Project name column.
Click the three dots next to it.
Select Group by Project name.
This groups all revenue entries by each project.
Step 5 — Filter Fees Only
Find the Is fee column.
Click the three dots next to it.
Choose Filter.
Set the value to Positive / Yes.
This ensures only fee-related revenue is included.
Step 6 — Sum the Revenue
Locate the Revenue column.
Click the three dots.
Select Aggregation.
Choose Sum.
This displays the total revenue per project.
Step 7 — Save and Export
Save the report so it can be reused later.
Use Export to download the report as a file (CSV, Excel, etc.).
Your report is now ready and can be accessed or exported anytime.
