You can report on revenue by category using two main report types: Line Item List Reports and the Catering Pace Report. Each helps you understand how much revenue comes from each Revenue Category.
Menu Item List Reports
Use these reports when you want to filter or total revenue by category at the Booking, Event, or Invoice level.
To run this report:
Go to Reports in the left-hand menu.
Select a Menu Item List report (Booking, Event, or Invoice).
Click Add Filter.
Choose Revenue Category.
Select the category from the dropdown.
Click Apply.
These reports can show a summary by category and can be exported as CSV, HTML, or PDF.
Catering Pace Report
Use this when you want a monthly breakdown of revenue by category for a full year.
To run this report:
Go to Reports.
Click Catering Pace.
Choose the year you want to analyze.
The report displays month-by-month totals for each Revenue Category and can be exported as HTML or PDF.