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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.
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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
1. Open the Net Revenue Report
- Click on Reports in the top menu
- Select the Financial category
- Click Net Revenue
2. Adjust your filters and date range
- Use the date selector at the top to set your reporting period
- 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.
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.
4. Export the report
- Click Download CSV in the top-right
- Use Excel or Google Sheets to do additional filtering, sorting, or reconciliation
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 [email protected]
