How to View Revenue Per Client Reports

The Revenue Per Client report provides insights into the total revenue generated from each customer. This guide will help you access and interpret this report to better understand your customer contributions to your business's revenue

1. Go to Reports

   • From your dashboard, navigate to the "Reports" section.
     

2. Select Revenue by Client

   • Click on "Revenue by Client" to access the report.
     

3. Filter by Date

   • Use the "From" and "To" date fields to set the period for which you want to review the revenue data.
     

4. View Detailed Summary

   • The report will display a detailed summary, including:
     • Customer name
     • Amount due
     • Total paid
       

5. Export or Print

   • You can export the report to a CSV file by clicking "Export CSV".
   • Print the statement by selecting "Print Statement".
     

By following these steps, you can easily view and analyze the revenue generated from each client, helping you gain valuable insights into your business's financial performance.