Help Creating a Revenue Report by Category
Answered
Hi, I’m trying to create a custom report that shows the total income by category (Tents, Tables & Chairs, Bounce Houses, Water Slides, etc.) for a specific date range — for example, May 20, 2025 to October 20, 2025.
I tried using the “Rentals” report type, but it’s not showing the totals or grouping correctly.
Could you please help me set up a report that gives me the total revenue per category for a selected time period?
Thank you!
The same question
There's a preset chart on the dashboard that will show you this. Just go to the dashboard, select the dropdown next to add dashboard, then select add preset chart. Then select Income by category.
There's a preset chart on the dashboard that will show you this. Just go to the dashboard, select the dropdown next to add dashboard, then select add preset chart. Then select Income by category.
Yes as Chad has said you would be able to get this all from the dashboard.
Yes as Chad has said you would be able to get this all from the dashboard.
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