- Go to Reports, then Revenue
- Select your preferred Date range and Practitioners
- Click the Generate report button
- Optionally, click Download CSV or Download PDF to export the data
Notes
- The report doesn't show sales tax, because taxes are not considered revenue
- The top half of the report shows income that has been "recognized"
- Recognized revenue is revenue that was earned within the specified timeframe
- The bottom half of the report shows income that has been "deferred"
- Deferred revenue was received within the specified timeframe, but not yet earned
- Unredeemed gift certificates, treatment packages, and account credits are examples of deferred revenue
- If the deferred revenue section is not present, there is no deferred revenue for the current filters
- The last Deferred Revenue column shows the amount of deferred revenue remaining
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