Review Revenue

Understand earned revenue for the selected financial period.

Open Reports & Analytics

Dashboard → Analytics

Navigate to the relevant workspace area.

Choose a financial year or date range

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

Review totals and trends

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

Inspect source invoices

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

Export the report when needed

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