The dedicated Revenue report goes deeper than the dashboard tile: split by service, by mechanic, by source (walk-in, appointment, fleet, marketing campaign), with daily breakdown.
Opening the report
Reports → Revenue. The default view is last 30 days.
Period filters
- Today — useful at end-of-day. Compares to yesterday.
- Yesterday — for end-of-day reconciliation done the next morning.
- Last 7 / 30 / 90 days — the standard short, medium, long views.
- Custom range — pick any start & end date. Useful for monthly close or quarterly review.
- Compare to — toggle Previous period (a week-over-week feel) or Same period last year (year-over-year for seasonal shops).
Splits
Click any split to drill in:
- By service — revenue per service template. Spot which jobs you're actually making money on.
- By mechanic — revenue billed against each mechanic. Use for productivity but not as a hard performance metric without context.
- By source — walk-in, appointment, fleet customer, marketing campaign. Tells you whether marketing is paying back.
- By payment method — cash, card, UPI, bank transfer. Useful for cash-flow forecasting.
Growth %
Each row shows growth vs the comparison period: +12% green, −5% red. The summary tile at the top shows total growth.
Exporting
Top-right Export CSV. The export includes every line item — useful if you do tax or accounting in Excel/Tally.
What revenue is and isn't: this report counts issued invoices, not paid invoices. For collections / cash-flow, see the Unpaid Invoices report instead.