Run the Revenue Streams report

• Director
• Finance
• Admin
• Needs: Report Center
• Needs: Revenue Reports
• Desktop
• Draft

If you don't see this

• It needs the Report Center permission. A director grants it under Manage School → Staff → Permissions.
• It needs the Revenue Reports permission. A director grants it under Manage School → Staff → Permissions.

Revenue Streams breaks billed revenue for the dates you choose into streams: tuition, add-ons, extras, fees (late and returned-payment), vouchers, registrations, credits and write-offs. It lists the rates and invoice lines behind each stream. You'll find it in the Revenue & Collections group of Revenue Reports in Report Center.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Revenue & Collections.
2. Click Revenue Streams.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Revenue Streams

3. Under Select schools, click the row, check the schools to include, and click Done. Your current school is preselected.
4. Under Period, click Select a date range and choose This Month, Last Month, This School Year, Last School Year or Custom dates. The end date can't be after today.
5. Under Format, choose PDF or Excel.
6. Click Generate. The file downloads when it's ready. You can also get it later from the Report queue.

Tips

• Who it's for: Owners and finance staff checking where revenue comes from.
• Format: PDF or Excel.
• The totals match the Revenue Streams tile in Command Center.
• The Excel file has a Summary tab plus tabs for the detail behind each stream.