Report on revenue
Track revenue on the Dashboard, then reconcile subscriptions, event tickets and store orders in the Payments console.
This is for finance staff and managers closing a week, a month or a season. Revenue appears in two places: a quick read on the Dashboard and the line-by-line record in Studio → Management → Payments. Both need a role with the View payments / transactions permission.
Where money shows up
| Place | What it covers | Use it for |
|---|---|---|
| Dashboard → Revenue | Paid subscription payments plus paid event tickets: Today, This week, This month, This year | A daily glance |
| Dashboard → Plan adoption | Completed plan transactions per plan, per month, for the last 12 months | Seeing which plans sell |
| Payments → Transactions | Every payment attempt: completed, pending, failed or refunded | Reconciling with your provider |
| Payments → Shop orders | Store orders with order and payment status | Merchandise, reported as its own line |
| Payments → Event PPE | Pay-per-event tickets with their access window | Ticket sales per event |
| Payments → Forms | Fees collected through forms, when the Forms add-on is installed | Registration and membership fees |
Reconcile a month of subscriptions
- 1Open Transactions
Go to Studio → Management → Payments and stay on the Transactions tab.
- 2Read the counters
The top row shows Total collected, Completed, Pending and Failed.
- 3Narrow the list
Search by user or transaction ID, and filter by gateway, status or type. Types are New subscription, Renewal and One-time.
- 4Export the month
Click Export CSV, enter From and To under Date range (optional), then click Download. Your filters apply to the file.
- 5Match your provider
Open your Stripe, PayPal or Square dashboard and match each payment on the Transaction ID column.
- 6Repeat for tickets
Open Event PPE. Its counters are Total Paid, Paid Tickets and Active Access, and it exports the same way.