How can I pull a Revenue Report?

To pull a Revenue Report navigate to Reports > Revenue Reports and select one of the revenue report options.

To generate a “Product Revenue Summary and Details” report use the following list as a helpful reference for the filters.

1. Click on the “Choose Products” button and select/deselect products you wish to include or exclude from the report. 
2. Use the “Date Range” drop-down menu to filter the report based on the given selections or use the Calendar Icons to select the date range. The first date is the beginning and the second date is the end date for the data the report will pull. 
3. Select the “Report Type” using the Report Type drop-down menu. 
4. Using the “Product Status” drop-down menu, select the product status you wish to see in the report. You may choose more than one. 
5. Once you have adjusted the settings for the report, the results will automatically refresh.
   
   

To generate a “Revenue by User” report use the following list as a helpful reference for the filters.

1. Enter the User's name in the “Users Name” text field to generate a report based on that user. 
2. Enter the Date Range by using the Calendar Icons to select the range of dates the report will look at. 
3. Under “Fields to Display” use the checkboxes to include or exclude certain fields from the report.