Finance: revenue report
Finance is a report, not a place to do bookkeeping — it answers “how much did the practice earn this month, and from what”, without counting by hand. Generating dues and booking payments happens in a separate tab (Payments) — both tabs total revenue from the same sessions and should agree.
Click path
Section titled “Click path”- Admin → Finance.
- Pick a month — the report recalculates for that month’s full date range.
- The cards at the top show revenue, the number of sessions, and the average amount per session.
- Breakdown by session type — which session type generates the most revenue.
- Daily breakdown — a day-by-day table: date, number of sessions, revenue.
- Export CSV — downloads the data from the current view to a file.
Tutaj pojawi się film: Finance in Planote — revenue report
Nagranie w przygotowaniu — wraca w tym miejscu.
Why does the amount in Finance differ from what I see in Payments? It shouldn’t — both total revenue from the same sessions. If you see a mismatch, check that you’re comparing the same date range in both tabs.
Does the report count revenue from cancelled sessions? No — the report is based on completed sessions, the same as generating dues in Payments.
Can I see revenue for a range other than one month? The view is organized by month — for a longer range, pull several CSV exports and combine them outside Planote.