--- title: Projected Revenue Report description: projected revenue --- [Skip to content](https://support.hapana.com/kb/article/881#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) # Projected Revenue Report ### Overview The **Projected Revenue Report** calculates and displays the future revenue based on **all upcoming payments** and recurring memberships within the selected date range.   The report analyzes unpaid invoices that are due to be processed, providing insights into expected cash flow and helping you plan for upcoming revenue streams. This helps you forecast your business's financial performance and plan accordingly for expected income.   ## Access the Projected Revenue Report ### 1. Navigate to Reports 1. Log in to Core  2. Click Reports from the Navigation bar 3. Within the Financial Report Category, select **Projected Revenue ** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445564084_d691909b_image-20250922111954-3-1.png?width=2911&height=1253&name=1759445564084_d691909b_image-20250922111954-3-1.png) ### 2. Set your report filters 1. In the **Show reports between** fields, select the **start date** and **end date** for your forecast 2. Click **Apply Dates Filter** to apply ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445565674_3c3502e4_image-20250922112803-4-1.png?width=2918&height=626&name=1759445565674_3c3502e4_image-20250922112803-4-1.png)   3\. Use the **dropdown menu** to choose how you’d like to filter (e.g. by First Name, Last Name, Gender, Birth Month, Age, Email, Phone & Client Status) 4\. Enter the search term if needed 5\. Click the **green checkmark** to apply or the **orange refresh icon** to reset   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445566726_adab4d55_image-20250922113008-5-1.png?width=2922&height=624&name=1759445566726_adab4d55_image-20250922113008-5-1.png) ### 3. Review the results - The report displays: - **Full name** of each client - **Email** address - **Invoice date** - **Amount due** - The table updates automatically based on your filters. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445567869_52dc6436_image-20250922114519-6-1.png?width=2909&height=1443&name=1759445567869_52dc6436_image-20250922114519-6-1.png) ### 4. Save or export the report - Click **Save Report** to keep your preferred filters and layout - Use the **download icon** to export the data for further analysis > Tip: Exporting is especially useful if you want to share the forecast with finance or management teams. ## Expected Outcome You’ll see a list of all projected upcoming payments due within your selected date range, including client details and amounts. This helps you anticipate revenue and plan ahead. ## FAQ **Q: Does this report include already paid invoices?** A: No, it only includes unpaid invoices scheduled to be processed. **Q: Can I run the report without entering a filter term?** A: Yes, leaving the filter blank will show all results for the selected date range. **Q: Can I sort the report?** A: Yes, you can click column headers (like **Invoice Date** or **Amount Due**) to sort results. --- Need more help? 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