What this report shows
The Revenue report is your overall picture of the money coming into the business. It has two parts: a Revenue over time chart that shows how revenue trends across the year (and lets you compare years), and a Revenue details section that breaks the same revenue down by source — appointments, classes, memberships, cancellation fees, stock and other — with tax, discounts, write-offs and refunds spelled out. Use it to see how much you're earning, where it comes from, and how that changes over time.
How to open it
Reports → Financials → Revenue.
What's on the page
Revenue over time (chart)
A stacked column chart of revenue by period, with each column split into the revenue sources so you can see the mix at a glance.
In the standard view it shows one year, month by month.
Using the comparison option (titled Revenue for comparison), it shows more than one year side by side so you can compare the same months across years.
Revenue details
A section that breaks the revenue down in tables. It has its own Paid / Accrued control and date controls (see Filters and options below).
Revenue overview table — one row per revenue source plus a total, with these columns:
Revenue source — the category (Appointments, Classes, Memberships, Cancellation Fees, Stock, Other).
Number of items — how many billed items fell into that source.
Revenue ex tax — the revenue for that source excluding tax.
Tax — the tax portion.
Discount — the discounts applied.
Write off — amounts written off (shown as a negative).
Refund — amounts refunded.
Revenue Total — the total (tax-inclusive) revenue for that source.
Category detail tables — below the overview there are six detail tables, one for each revenue source (Appointment, Class, Membership, Cancellation Fees, Stock, Other). Each lists the individual billed items in that category and ends with a total row for the category.
Filters and options
See Filters and date ranges for the common controls (Location and the date controls).
Controls specific to this report:
Year / year comparison — the chart works by whole calendar years. Pick a single year, or choose multiple years to see them compared side by side in the Revenue for comparison view.
Paid / Accrued (in Revenue details) — switches the details section between the two ways of counting revenue. This is the single most important control on the report to understand, because it changes the totals. See Paid vs Accrued revenue and the call-out below.
Date controls (in Revenue details) — set the period the details tables cover.
How the numbers are calculated
Paid vs Accrued — read this first
Accrued counts each invoice on its invoice date, for the full invoice amount, whether or not it's been paid. Paid counts money on the date each payment was actually received, and leaves out refunds and write-offs. The same period can show different totals depending on which you pick. Full explanation and a worked example: Paid vs Accrued revenue.
In the Paid view, each amount below is scaled to the proportion of the invoice that has actually been paid. For example, if half of an invoice has been paid, that item contributes half of its revenue, tax and discount to the Paid totals.
How tax splits out of a total
Prices in Pogozo are tax-inclusive, so the report separates the tax back out of each total.
Revenue ex tax = Revenue Total − Tax
Tax = the tax already contained inside the tax-inclusive total.
Worked example: a $110 item at a 10% tax rate → the tax inside it is $110 − ($110 ÷ 1.10) = $110 − $100 = $10 Tax, so Revenue ex tax = $100 and Revenue Total = $110.
How write-offs are shown
Write-offs are displayed honestly rather than netted away, so you can always see both the original revenue and the amount written off.
When an amount is written off, the Revenue Total stays at its original figure and the write-off appears separately in the Write off column as a negative number.
Worked example: an item with a $120 write-off shows Revenue Total $120 and Write off −$120. The revenue is still visible, and the write-off is shown alongside it rather than quietly removed from the total.
Discounts and refunds
Discount — the discount applied to the item is shown in its own column.
Refund — any amount refunded against the item is shown in the Refund column. (Remember: in the Paid view, refunds are not counted as income — see the Paid vs Accrued explainer.)
Printing and exporting
See Printing and exporting reports for how print and export work and the 1,000-row PDF limit.
Note: the Revenue details section is built to download on its own from the report page, so you can pull just the detailed breakdown out to a spreadsheet.