Review Revenue

Understand earned revenue for the selected financial period.

Open Reports & Analytics

Dashboard → Business → Analytics

Start from Dashboard, open Business, and select Analytics. On mobile, open the workspace menu first when the named menu is not visible.

Choose a financial year or date range. Review the information shown before continuing to the next step.

Review totals and trends. Review the information shown before continuing to the next step.

Inspect source invoices. Review the information shown before continuing to the next step.

Export the report when needed. Review the information shown before continuing to the next step.