Income report

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:

  1. Hover over the Finances menu and select the Reports option.
  2. Click the Income link.
  3. Select the date range – when the income was recorded or received.
  4. 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. report-_qk.png
  5. Click Generate report.


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