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What is the gross revenue report?

As an admin, learn more about the gross revenue report

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

About this report


See how much revenue your organization has generated over time. Get more granular by filtering by date range, frequency, and primary location. This chart includes all revenue recorded, regardless of whether the invoice has been paid or not.

More information

This report does not include voided or forecasted revenue, but it does include credit. This means, if a user has remaining credit on their account, it will be deducted from the overall revenue because it is credit is considered 'negative revenue'. Learn more about credits in Optix here.

Interacting with the report

You can interact with the report in two ways:

1. Filter the report to get more granular with the data. The filters are located above the report and allow you to customize the date range, frequency, primary location, and revenue type.

2. Hover over the report to see exact numbers. For this report, hovering over the line chart will allow you to see the exact amount of gross revenue for each given date on the x-axis.

Exporting the report

To export the report, you can click the Export button at the top right of the report and select from either an XLS file or a CSV file. Once you select an option, the report will download immediately to your computer.

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