Generate a Daily Revenue Report

Display Daily Fees and Payments in a Chart and Tables

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create and download a daily revenue report.

  • Use Cases: System users get a quick overview of daily revenue for any period.


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click TRANSACTIONS > DAILY REVENUE.

On the next page, click the calendar icon to set the time period (month and year) for the line graph.

Click the hamburger icon to download the chart as an image (PNG, JPEG, or SVG) or PDF.

Scroll down the page to view two reports for the same time period: SALES REPORT and PAYMENT SUMMARY.

Detailed reporting

Hover a point on the line graph to display more payment information.

The two reports display data for that specific graph point.

Downloading the tables

Click the Export button to save the table data as an .xlsx file.

What's next?

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