If you need to see how much revenue your clinic has brought in over a certain period of time, the Practice revenue report will help out.
This report will break down your total revenue over a series of dates, including any remaining outstanding balances from invoices that have been created, but not yet paid.
☝️Note: This report is only available to users with the Administrator or Bookkeeper role.
Run a practice revenue report
Head to Reports, and then Practice revenue:
On the next page, you'll be able to filter by date, business, and how the revenue is based (accural or cash-basis):
☝️Note: "Invoiced amount" (accural) means that the invoices will be included in this report even if they have not been paid yet. If you run the report for "Payments received (cash-basis)", the numbers in the report will be based on the sum of all payments that were allocated to invoices during this period.
You'll see a few different charts and tables that contain revenue-related data. These will include:
The summary of revenue over time:
The summary of revenue by practitioner:
If you run the report for "Invoiced amount (accrual)", you'll also see:
The summary of revenue by item type (product, service, or other):
And, finally, a breakdown of each item sold:
If you wish to print your report, hit that Print button at the top of the page:
A "print dialogue" screen will open up, and you can print it out (or save it as a PDF to your computer!). 🖨Here's what the printed version would look like (it may be a few pages long, depending on how much information you have):
The Practice revenue report can't be broken down by practitioner. If you wanted drill down further, into the financial performance of individual practitioners, check out the Practitioner revenue reports!