Revenue Summary Report
Review paid invoice revenue over time.
The Revenue Summary report tracks paid invoice revenue by period.
Use it to review collected revenue, not just invoices sent. For sales pipeline or estimate performance, compare it with CRM and estimate reports.
Use this report after payment cleanup. It is a collected-revenue view, so unpaid invoices, draft invoices, and pending estimates belong in other reports.
Open Revenue Summary
- Open Reports.
- Select Finance.
- Choose Revenue Summary.
- Set the date range.
- Choose a currency or leave currency unset for the full view.
- Choose day, week, or month grouping.
Use This Report To
- Review monthly or weekly revenue.
- Compare recent revenue trends.
- Check whether collections are matching expectations.
- Prepare leadership or accounting summaries.
- Spot revenue dips before month-end review.
Before Review
Confirm payment records are reconciled, currencies are filtered correctly, and test invoices are excluded or cleaned up. Revenue reports should be reviewed after payment cleanup, not before.
Filters
Use date range, group by, and currency. Group by month for monthly finance review, week for operating cadence, and day for detailed investigation.
Keep the grouping consistent when comparing periods. Switching from week to month can make the same revenue movement look very different.
Use one currency at a time for finance review when your workspace has multi-currency payments. Mixed currency totals can hide real collection or pricing issues.
How to Read It
Revenue here depends on paid invoice activity. If expected revenue is missing, check invoice status, payment records, and currency filters.
Use the summary cards for the headline revenue number, chart view for the trend, and table view for period-level values. If one period looks too high or too low, open Finance invoices and payments for that same period.
Compare revenue with payment collection and invoice aging when reviewing cash health. Revenue summary shows collected revenue; aging shows what is still unpaid.
Common Checks
- Paid invoices are included; draft, sent, or overdue invoices may not count as collected revenue.
- Currency filtering can hide paid invoices in another currency.
- Grouping by day is best for payment investigation, not executive review.
- Export CSV after setting the same period used by your accounting process.
Troubleshooting
If expected revenue is missing, open the related invoice and confirm payment was recorded in the selected period and currency.
If revenue appears in the wrong period, check the payment date rather than only the invoice issue date.
After correcting a payment date or currency, rerun the report before exporting or sharing it with accounting.
Reconciliation Routine
For finance review:
- Set the same period and currency used by accounting.
- Compare totals with payment collection.
- Open unusual periods in invoices and payments.
- Correct payment dates or currencies at the source.
- Export only after corrections are rerun in the report.
Follow-Up Questions
When revenue changes unexpectedly, ask whether payment volume changed, invoice size changed, collection timing shifted, or payments were recorded in another currency. Then open the underlying invoices and payments for that period.
Source Record Cleanup
If the report reveals missing or unexpected revenue, correct the invoice, payment, refund, credit, or currency record that caused it. Avoid adjusting only an exported spreadsheet, because finance dashboards and later reports will still use the source records.
After corrections, rerun Revenue Summary and Payment Collection with the same filters to confirm the numbers agree.