How to Configure the Net Revenue Report

This report shows the Net Revenue from invoices and gives you the option to subtract tax, shipping, and cost of goods.

Display Tab

There are four options here for chart types. You can choose whichever type fits your taste. Check the “Show Total Number” box to show the total number in the top right-hand corner of the chart.

Settings Tab

Click on the the Settings tab and choose what money you would like to be included in the report.

Then choose your the date that you would like to base your invoice calculations off of.

Filters Tab

For ultimate control and customization, use Filters to include additional rules and requirements to the report. This way you can filter your results out by any field in the contact record.

For ultimate control and customization, use Filters to include additional rules and requirements to the report. This way you can filter your results out by any field in the contact record.

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