The income report is a summary of all your income, based on the invoices in the system.
The report displays a graphical breakdown of all the income by source...
...followed by a breakdown of income from memberships and events.
To generate an income report, follow these steps:
- Hover over the Finances menu and select the Reports option.
- Click the Income link.
- Select the date range – when the income was recorded or received.
- Select the invoice/payment type(s) you are interested in. You can filter the report by invoice origin – events, membership, donations, store orders, or manually created invoices – or by payment status – fully paid, partially paid or unpaid.
- Click Generate report.