Financial / How To Create Income Details Report?

Updated on 04 Jun, 2024

Definition: The Income Details Report, represents an in-depth analysis of the sources and quantities of revenue collected during a given time period.

Objective: To provide a comprehensive overview of the various income streams and their individual contributions.

1. Go Report> Income Details
2. A list of income types will be created, with the month, year, type(form of income), amount(£) and status(e.g.,Paid/ Unpaid).A graphical representation of it is provided immediately below the list.

3. Click Export to export report in.csv format if necessary with all pages or, current page and selected rows

4. Click Action> Download to export a report in.csv format if necessary with current list

5. Click Action> Email to get Report Emailing Settings. Enter your email address and time settings (now, recurring, or scheduled). If Recurring is set, the time of recursion must be fixed, such as every day or 7 days. If Custom Date is set, enter the date and time from which the email will be sent.

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