How to Generate the Revenue by Closed Invoices Report

This article explains how you can generate the revenue by closed invoices report in Pabau.

The Revenue by Closed Invoices Report in Pabau provides a detailed breakdown of the revenue generated from invoices that have been fully paid and closed within a specific period.

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Step 1: Navigate to Analytics

Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu, where you can find the Analytics tab. Click to expand it, and it will reveal 'Reports.'

Step 2: Generate the Revenue by Closed Invoices Report

Under the 'Sales' section, you will find the Revenue by Closed Invoices pre-created report. Click on the report name to continue. 

Step 3: Adjust the Filters

If you want to narrow down your report, you can add and adjust filters to focus on exactly what you need.
Each filter has four elements - object, field, operator, and value.

In the screenshot below, you can see an example of the four elements in the "Revenue by Closed Invoices" report.

• Object: This is what you're focusing on ("Invoice").
• Field: This is the specific detail you're interested in ("Invoice Date").
• Operator: This shows how the field relates to the value ("is").
• Value: This is the specific data you’re looking at ("this month").

Each of these elements can be customized by clicking on them and choosing a different option.

For example, if you want to view all invoices raised this year, change the value to "this year" to include them.

This example shows just a few options. The system has many filters you can mix and match to create detailed, customized reports.

Step 4: Add, edit, and delete filters 

To add a filter, click the plus sign below the existing filter, and fill in the new filter details.

To edit a filter, find the filter you want to edit, click on the element you wish to change, select a different option from the dropdown menu, and then save the modifications.

To delete a filter, hover over the filter to delete and click the "X" sign.

Step 5: Review the Data

Once you've adjusted the filters, you can view the data in a pie chart or a list view. In the pie chart view, you can filter the data to display the chart by service/product names, clients who have purchased services or products, employees who have sold the service or products, and more.

Also, in the measure by field, you can choose to display the number of items purchased, the item gross, the item net, and commissions. 

If you scroll down, all the data will be displayed in a list view. You can add additional columns for more specific details to be shown.  

Some of the columns include:

Invoice Date: it allows you to view the date when the invoice was raised

Product Category: shows which category the sold product or service belongs to

Item Name: displays which product or service was purchased

Item Client: shows which client purchased the product or service

Quantity: displays the amount of services or products included in the invoice

Item Gross: The total price of all items listed on the invoice before any discounts, taxes, or additional charges are applied

After selecting any additional columns, click "Save" to make them appear on the list. You can also deselect options that are currently included in the columns.

Step 6: Export the Data

To export the data from this report, simply click on the three dots on the top right side of the screen to reveal the 'Export' button. 

Once you click Export, a window will pop up, and you can choose to export the data as an Excel or CSV file.

By following these steps, you can easily generate the revenue by closed invoices report.

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