Revenue Summary Report
Review paid invoice totals grouped by invoice issue date.
Revenue Summary totals invoices whose current status is Paid, grouped by their invoice issue date. It does not group receipts by payment date.
Open the report
- Open Reports > Finance > Revenue Summary.
- Set the date range and currency.
- Choose day, week, or month grouping.
- Review the table and chart, then select Export CSV if needed.
Understand the dates
An invoice issued in August and paid in September contributes to August once its status is Paid. Changing only the payment date does not move it into September in this report.
Partially paid invoices are not included as paid invoice revenue. Use Payment Collection to review completed payment amounts by payment date, including payments against invoices that are not yet fully paid.
Compare currencies
Choose one currency for a meaningful total. Leaving currency unset combines the stored invoice amounts; the report does not convert them into a common base currency. A QuickBooks or Xero export in base currency does not change the currency of the original Agiled invoice.
Troubleshoot a difference
Check invoice status, issue date, currency, and whether the invoice was deleted. Revenue Summary and Payment Collection can differ because they select different records and dates. They are not expected to match in every period.