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What is a Revenue by Client report?

The Revenue by Client report gives you a breakdown of revenue, excluding sales taxes, earned for each client you've invoiced. This includes revenue earned from Checkout Links, invoices, and other income.

 

The updated Revenue by Client report is only available to trials and new accounts created as of September 13, 2024 currently. Our product team is working on making the updated Revenue by Client report available for all in the near future.

If you’re interested in trying the updated Revenue by Client report, sign up for the waitlist.

 

 

Access the Revenue by Client Report

You can run a Revenue by Client report by doing the following:

  1. Select the Reports section
  2. Then select Revenue by Client under Invoice and Expense Reports.

 

Updated Revenue by Client Report

The updated Revenue by Client report is only available to trials and new accounts created as of September 13, 2024 currently. Our product team is working on making the updated Revenue by Client report available for all in the near future.

If you’re interested in trying the updated Revenue by Client report, sign up for the waitlist.

 

The updated Revenue by Client report is only available in the Billed (Accrual) accounting method. To view it using the Collected (Cash-Based) method instead, select the View Old Report button inside the Updated Revenue by Client banner.

 

To adjust your view of the updated Revenue by Client report, select either of the following:
Filters on the revenue by client report.

  • Quick Filters - Select either This Year, Last Quarter, This Year vs Last Year, or % of Income
  • Filter
    • Date Range - Choose from This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, All Time, or Custom
    • Clients - Choose between All Clients, or select specific clients to filter by
    • Currency - Toggle between multiple currencies, only one currency can be viewed at a time
    • Accounting Method - This is set to Billed (Accrual) by default
  • Settings - Choose to show or hide break down totals or comparisons on the Revenue by Client report:
    • Break Down Totals - Select the toggle to view totals broken down in specific intervals
      • Month
      • Quarter
      • Year
    • Comparisons
      • % of Income - If needed, select the checkbox to show the percentage of income column
      • Compare Totals - Select the toggle to compare totals in either date range
        • Previous Period
        • Previous Year
      • Calculate - If needed, select the checkbox(es) to show additional columns
        • Amount Change
        • % Change
  • Sort By - Select either the Client or Total headers to sort the information in ascending or descending order

 

While reviewing the Revenue by Client report:

  • Select any total to view the entries making up that total
    Client row on report with total highlighted and available to select.
  • If reviewing for a specific client, select any transaction type to view the specific Checkout Link, invoice, or other income entry making up that amount
    Two invoice items making up total for selected client on report.

 

Additional options can also be accessed in the top right corner of the updated Revenue by Client report:

  • More Actions
    • Download CSV - Download the report as a CSV file
    • Print or Save PDF - Print the report or save the report as a PDF using the print dialog
  • Send To… - Send the report to any specific email addresses

 

Revenue by Client Report

Select the Organization, Primary Contact or Total headers at the top of the report to sort your data in ascending or descending order by that particular header. To adjust your view of the Revenue by Client report, select Filters under Settings. From there, you can change: 

Filters on the revenue by client report.

  • Reset all - Select this link to restore the filters back to the default settings
  • Date Range - Choose from This Month, This Year, Last Year, This Quarter, Last Quarter, or Custom to enter a specific date range (or if you’ve changed your fiscal year end date, choose from the extra options)
  • Clients - Choose between All Clients or select specific clients to filter by
  • Type - Choose between:
    • Total Billed - This will show you all unpaid and paid invoices based on the invoice's date of issue
    • Total Collected - This will show you all paid invoices based on the date of payment
    • Total Outstanding - This will show you all outstanding invoices
  • Currency - Toggle between multiple currencies, only one currency can be viewed at a time

 

Additional options can also be accessed in the top right corner of the Revenue by Client report:

  • More Actions
    • Export for Excel - Download the report as a CSV file to view a monthly breakdown
    • Print - Print the report or save the report as a PDF using the print dialog
  • Send... - Send the report to any specific email addresses

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