The Revenue report exists to help your analyse your invoiced revenue across time and different invoice properties. Whether you're looking to analyse specific aspects of your business or track your overall revenue trends, this feature is designed to meet most of your revenue analysis needs.
Accessing the Dashboard
To access the Revenue Report, navigate to the Insights and Reports tab on your account. You will find it under the Finance section.
You can also access by clicking on View Revenue Report from your Invoices page.
Key Features
1. Flexible Filtering Options
Date Filters: Use the "Invoiced After" and "Invoiced Before" filters to set a specific date range for your analysis. This helps you focus on the relevant time period, whether you're looking at the past month, quarter, or year.
Invoice Status Filters: Narrow down your report by selecting specific invoice statuses such as Submitted, Authorised, Part Paid, Paid, or Credit. This allows you to analyse only the invoices that matter to your current business needs.
2. Customisable Grouping and Pivoting
Group By: Organise your invoice data by various properties such as Service Group, Branch, Cost Center, or any other relevant category. This allows you to break down your revenue by specific criteria, providing insights into how different areas of your business are performing.
Pivot By: You can pivot your grouped data by time periods like months or weeks. This feature enables you to visualise how your revenue is distributed over time, making it easier to identify trends and patterns.
Note: The default dollar value shown in each cell when the table is pivoted is the Invoice Subtotal less any credits
3. Customise your table
Cell Values: The grouped and pivoted view provides an aggregated look at your invoices. This means you can see totals for specific groups or time periods, offering a high-level overview of your revenue.
You can choose to change the value in each cell via the Aggregate by field to also view Credits or Count (No. of invoices per group/pivot column)
Detailed View: If you prefer to see the raw data without any grouping or pivoting, you can easily switch to the detailed view by removing your groups and pivots. This shows each invoice individually, along with its various properties like Invoice Ref, Created Date, Invoiced Date, Due Date, Author, Billing Card, and totals including subtotals and credits.
Customisable Columns: Select which columns you want to display in your Revenue Report by simply checking or unchecking the boxes next to each column name. This allows you to tailor the report to show only the information that’s most relevant to your analysis.
Generating and Customizing Your Invoice Report
This section provides step-by-step instructions for creating, customizing, and exporting the exact invoice report you need.
How to Create a Custom Report View
Apply Filters: Start by applying filters to narrow down your data. For example, use the Invoiced After and Invoiced Before filters to select a specific month.
Group Your Data: Use the Group By field to organize the report. For instance, select "Client" to see a breakdown of revenue for each client.
Customize Columns: Click the Columns button and check or uncheck columns to show only the information you need. For example, you might remove "Billing Card" for a cleaner view.
Save Your View: Once you have the report configured, save it for future use. Click Favourites, give your custom view a name (e.g., "Monthly Client Billing"), and click Add. This saves your filter and column selections.
How to Export Your Report
The Revenue Report is designed as an interactive analysis tool, so it doesn't have a direct "Download PDF" button like other reports. However, you can still export the data.
Option 1: Export to CSV (Recommended for large datasets)
For complex or large reports, you can generate a CSV file using the Uptick API.
In your browser's address bar, add
/api/v2after your company's domain (e.g.,yourcompany.onuptick.com/api/v2).Navigate to the appropriate endpoint for invoice data.
Add
/generate_csv/to the end of the URL and press Enter.The system will prepare your file. Wait for the status to change from "PENDING" to "GENERATED".
Copy the download URL from the "url" field and paste it into a new browser tab to download your CSV file.
Option 2: Browser Print to PDF
For a quick snapshot of your current view, you can use your web browser's built-in print functionality.
Configure your report with the desired filters, columns, and grouping.
Go to your browser's menu and select Print.
In the print dialog, choose Save as PDF as the destination.
Click Save.
This method is best for visual summaries and smaller reports.
Example Scenarios
Service Group Revenue Analysis: Group your invoices by Service Group and pivot by month to see how much revenue each service group has generated over time.
Monthly Revenue Tracking: Pivot your invoices by the invoice date on a monthly basis to track your revenue month by month.
Cost Center Performance Review: Group invoices by Cost Center and pivot by week to evaluate the performance of different departments or projects. This helps in identifying which areas are staying within budget and which ones may require additional resources.
Branch Comparison: Compare revenue across different branches by grouping invoices by Branch and pivoting by month. This scenario is ideal for businesses with multiple locations, enabling them to see which branches are outperforming others and why.
Client-Specific Revenue Reports: Group invoices by Client to understand client payment behaviors, outstanding balances, and overall contribution to your revenue.
As always, if you have any questions or need further assistance, don't hesitate to reach out to our support team.