Revenue Reports
Detailed revenue report
This report provides an overview of your Total Income (Total invoiced amount plus funding income).
Finance > Financial reporting > Detailed revenue report.
You are able to filter the report by the following:
Invoice date or created date.
Date range: This will filter the report by financial actions within the specified date range.
Invoice status: The revenue report will display the invoices relating to the status selected.
Once all filters have been inputted you are able to scroll down and see a table with the following information.
Child’s Name
Invoice Number
Invoice Name
Invoice Date
Created Date
Fees
Extra Items: Extra item costs allocated to this invoice
Extra Sessions: Extra session costs allocated to this invoice.
Other
Funding Deficit: Funding deficit costs allocated to this invoice.
Funding deducted: The funding deducted from this invoice as a monetary value.
Discounts: Any discounts applied and deducted from specific invoice.
Total Invoice amount: The total amount invoiced.
Funding income
Total Income
Outstanding Balance
Status: Current status of the invoice for example; overdue, cancelled, sent.
Can I export my detailed revenue report?
Yes, all financial reports can be exported simply by pressing the export button. You are able to export them to a member of the management team.
Finance > Financial reporting > Detailed revenue report > Select invoice date > Enter date range > Export > Select manager > Export > This will be delivered to said email address.
Revenue per age group
This report shows the total revenue for different age groups in the setting. The groups are divided as:
Under 2 years
2 year olds
3-5 year olds
5+ years
The data is based on the child’s age when the invoice was raised, so do note that some children may have changed groups since that date.
On the group platform, this report looks similar, but summarises the data as overall setting data. To view the nursery-level data, simply click on the site name.
Revenue per room
This report shows the total revenue for the different rooms at the setting.
On the group platform, this report looks similar, but summarises the data as overall setting data. To view the nursery-level data, simply click on the site name.