---
title: Understanding the Net Revenue Report
description: net revenue report
---

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# Understanding the Net Revenue Report

Overview

This guide covers how to access, filter, and export the **Net Revenue Report** in CORE. It’s perfect for studio owners and managers who need to track income by transaction type, method, payout details, and more.

The report helps with daily financial tracking and monthly reconciliation, especially when using Stripe.

🎥 **Watch the walkthrough**:

[Click here to watch on Loom](https://www.loom.com/share/4a8e60302f464b77923bca2fe09539be)

Or preview it below:

<iframe height="315" src="https://www.loom.com/embed/4a8e60302f464b77923bca2fe09539be?sid=9ab80dba-a585-40c9-9443-a9f0b3e9d1bf" style="margin: 10px auto; display: block; clear: both;" width="560" allowfullscreen></iframe>

 Prerequisites

- You need access to the **Reports** module in CORE
- You must have **financial reporting permissions**
- Ensure your payment gateway (e.g., Stripe) is integrated if using payout IDs

---

### Step-by-step instructions

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### 1. Open the Net Revenue Report

1. Click on **Reports** in the top menu
2. Select the **Financial** category
3. Click **Net Revenue**

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445059544_3d66043a_image-20250527142940-1-1.png?width=670&height=416&name=1759445059544_3d66043a_image-20250527142940-1-1.png)

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445062333_d5d3d1b1_image-20250527142953-2-1.png?width=670&height=416&name=1759445062333_d5d3d1b1_image-20250527142953-2-1.png)

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445065286_5fd8e0df_image-20250527143007-3-1.png?width=670&height=416&name=1759445065286_5fd8e0df_image-20250527143007-3-1.png)

---

### 2. Adjust your filters and date range

1. Use the **date selector** at the top to set your reporting period
2. Add additional filters if you want to view data by: 
     - Payment method (e.g., card, cash, direct debit)
     - Revenue type (e.g., membership vs. package)
     - Sales referral
     - Transaction origin (manual vs. automated)

> Tip: Click Edit Report Settings to customize the columns shown — such as Payout ID, Tax, Fees, or any custom properties you've set up.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445067562_b817e2b6_image-20250527143022-4-1.png?width=670&height=416&name=1759445067562_b817e2b6_image-20250527143022-4-1.png)

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445069669_29b3b1a5_image-20250527143036-5-1.png?width=670&height=416&name=1759445069669_29b3b1a5_image-20250527143036-5-1.png)

---

### 3. Review key fields

Here's what you'll find in the report:

- **Full name** and **email** of the client
- **Payment method** used (card, cash, FPOS, direct debit)
- **Transaction origin** (automated like a recurring membership, or manual)
- **Transaction ID** for reconciliation (especially helpful for Stripe)
- **Revenue type** (membership or package)
- **Gross**, **Fees**, **Tax**, and **Net revenue**
- **Processed by** and **Referred by** (from the new sale screen)
- **Invoice date** and **Payment date**

> Tip: Click on any column header to filter and sort by that value.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445072445_1e977b14_image-20250527143053-6-1.png?width=670&height=416&name=1759445072445_1e977b14_image-20250527143053-6-1.png)

---

### 4. Export the report

1. Click **Download CSV** in the top-right
2. Use Excel or Google Sheets to do additional filtering, sorting, or reconciliation

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445074731_4288c17e_image-20250527143111-7-1.png?width=670&height=416&name=1759445074731_4288c17e_image-20250527143111-7-1.png)

---

Expected outcome

After following these steps, you’ll have a detailed view of all transactions contributing to your net revenue, including gross sales, taxes, fees, and payment details. You’ll also be able to match this report with your Stripe payout reports.

---

FAQs

**Q: Can I filter by specific instructors or locations?**

A: Not directly in this report, but if you use tags or transaction categories in your sales, you can filter based on that.

**Q: How do I reconcile Stripe payouts with CORE?**

A: Use the **Payout ID** and **Transaction ID** columns to match with Stripe’s settlement report.

**Q: What’s the difference between ‘processed by’ and ‘referred by’?**

A: “Processed by” is who completed the transaction; “Referred by” is who gets the referral credit (set in the New Sale screen).

---

**Still need help?**

Reach out to our support team via [support@hapana.com](mailto:support@hapana.com)

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