> For the complete documentation index, see [llms.txt](https://help.activenow.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.activenow.io/en/reports/monthly-financial-summary.md).

# Monthly Financial Summary

Want to compare your school's revenue across recent months, or get a quick overview of the finances? The monthly financial summary lets you keep tabs on your income at a glance.

## How to generate the summary

Go to the ***Reports*** tab. You land directly on the ***Dashboard*** with the summary table. Select the months you want to compare, then click ***Generate report***.

{% hint style="info" %}
The summary updates automatically — every time you open the *Dashboard*, the data will be refreshed.
{% endhint %}

## What the summary shows

You can compare the total revenue for a given month against previous months, and see the sum of all billings broken down by:

* Group courses,
* Individual courses,
* Camps,
* Events,
* Single events,
* Subvenue bookings \*.

\* if this option is available on your plan.

![Monthly Financial Summary table showing income breakdown by course type across selected months](https://2983515171-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL5ksnUuhXGAx5afQd3MB%2Fuploads%2Fgit-blob-de06970acfed336e60515ee0d03fdb8b0eafb50d%2FZrzut%20ekranu%202026-05-26%20124135.png?alt=media)

Manually added billings (*Additional charge*) are also included in the summary.

![Row showing the total of manually added charges in the financial summary table](https://2983515171-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL5ksnUuhXGAx5afQd3MB%2Fuploads%2Fgit-blob-41fa71d46c5f9c8c31ff8288c9e1cc9a7c815140%2FZrzut%20ekranu%202026-05-26%20124252.png?alt=media)


---

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