The Customer Revenue report displays the total revenue earned by the agency from specific customers. This report lists the total number of transactions made and amounts paid by customers in the activity registration, facility reservation, daycare registration, membership sales, and POS modules.
Go to Reports > Population Reports > Customer Revenue.
In the Custom Lists section:
Enter the date range of revenue transactions that you want to include in the report.
Select an existing Custom List of customers that you want to print in the report.
Notes:
To edit a custom list or create a new custom list, click Preview/Edit List.
To run the report with an existing custom list plus one or more additional filters, select Show Additional Filter Options and specify the filters.
In the Options section:
To only include customers whose total net revenue (total revenue earned by the agency from the customer) is equal to or more than a specific amount, enter the amount in the Net Revenue no Less Than box.
Select a method that you want to use to group the data in the report from the Group by list.
Select the method that you want to use to sort the information in the report from the Sort by list.
Select the Output Type for the report.
Click Run Report.
Note: For complete descriptions of the options on this page, click here.
Adding or modifying a custom list