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.

The summary updates automatically — every time you open the Dashboard, the data will be refreshed.

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

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

Row showing the total of manually added charges in the financial summary table