Running Revenue Reports

10-15 minutes

Tutorial 9.2: Running Revenue Reports

Introduction

The revenue report shows your daily income broken down by source. This tutorial explains how to view revenue by date, understand the breakdown (subtotal, tax, discounts, tips), filter by date range, read the trend chart, and export data for accounting. Perfect for tracking financial performance.

Who this is for: Salon owners, admins, and managers responsible for financial tracking and accounting.

What you'll learn:

Navigating to the Daily Revenue report
Understanding the summary cards
Filtering by date range
Reading the revenue table
Understanding the revenue trend chart
Exporting data for accounting

Time to complete: 10-15 minutes

Prerequisites

Before you begin, make sure you have:

A Luminate account with Owner, Admin, or Manager role
At least some completed transactions in your salon
For exporting: Owner or Admin role (Managers can view but not export)

Step-by-Step Instructions

Step 1: Navigate to the Reports Section

Log in to Luminate
Click Reports in the sidebar menu
You'll see the Reports index page with categories: Financial Reports, Customer Reports, Staff Reports, and Messaging Reports

Step 2: Open the Daily Revenue Report

In the Financial Reports category, find Daily Revenue
Click on it to open the report
The report loads showing revenue for the current period

Step 3: Understanding the Summary Cards

At the top of the report, you'll see four summary cards:

Card	What It Shows
Total Revenue	Sum of all completed transaction revenue
Transactions	Total number of transactions
Average Transaction	Average revenue per transaction
Total Tips	Sum of all tips received

These cards give you a quick overview of your salon's financial performance for the selected date range.

Step 4: Using the Date Range Filter

The date filter appears in a card below the header with "Date Range" as the title.

Using the Date Picker:

Click the date range picker field
Select your start date
Select your end date
Click the Apply button to update the report
Click the reset button (circular arrow icon) to clear filters

Quick Preset Buttons: Below the date picker, you'll find preset buttons for common date ranges:

Today - Current day only
This week - Monday to Sunday of current week
Last week - Previous full week (Monday to Sunday)
Last 7 days - Rolling 7-day period
Last 30 days - Rolling 30-day period
Last 90 days - Rolling 90-day period
This month - Current calendar month
Last month - Previous calendar month
This year - Year to date
Last year - Previous calendar year

Clicking any preset button automatically applies that date range and updates the report.

Tip: Use "Last month" at the start of each month to review the previous month's complete figures for accounting.

Step 5: Reading the Revenue Table

The main table is titled "Daily Breakdown" and shows revenue data for each day in your selected range:

Column	Description
Date	The transaction date (formatted according to your salon's date settings)
Transactions	Number of completed transactions that day
Subtotal	Revenue before tax and discounts
Tax	Tax collected on taxable items
Discounts	Total discounts applied (displayed in red)
Revenue	Net revenue for the day (displayed in bold)
Tips	Tips received (displayed in green)

Sorting: Click any column header to sort the table by that column. Click again to reverse the sort order. The currently sorted column shows an indicator.

Pagination: If you have many days of data, use the pagination controls at the bottom to navigate through pages. The report shows 30 days per page.

Step 6: Understanding the Revenue Trend Chart

Above the table, you'll see a line chart titled "Revenue Trend":

Line chart showing daily revenue over the selected period
Hover over any point to see the exact figures
The chart automatically scales to fit your data
Data is displayed from oldest to newest (left to right)

What to look for:

Upward trends indicate growing revenue
Peaks on certain days might indicate busy periods (e.g., Saturdays)
Dips might represent slower days or days when the salon was closed

Step 7: Exporting Revenue Data

To export your revenue data for accounting or further analysis:

Set your desired date range using the filter
In the "Daily Breakdown" section, click the Export button (top right of the table card)
A dropdown menu appears with options:
- Export as CSV - For spreadsheet applications (Excel, Numbers, Google Sheets)
- Export as PDF - For printing or archiving
Click your preferred format
The file downloads to your computer

Export includes:

All data from the current filtered view
Daily breakdowns with all columns
Suitable for importing into accounting software

Note: Only Owners and Admins can export data. Managers can view reports but the Export button won't appear for them.

Common Pitfalls

"My revenue figures don't match my till readings"

The Daily Revenue report only includes completed transactions. Pending payments, unpaid invoices, and cancelled transactions are excluded. Check the Accounts Receivable report for outstanding balances.

"Tips aren't showing in the report"

Tips must be recorded during the transaction. If tips are given in cash after the sale and not entered into Luminate, they won't appear. See Tutorial 2.4 for adding tips at the point of sale.

"The export button is missing"

Only Owners and Admins can export reports. If you're logged in as a Manager, you can view reports but won't see the export option. Contact your salon owner if you need exported data.

"I see red numbers in the Discounts column"

This is correct - discounts reduce revenue, so they appear in red to indicate they subtract from your totals. The Revenue column already accounts for discounts, showing your net revenue.

"Some days show zero revenue"

Days when the salon was closed (public holidays, Sundays, etc.) will show zero or won't appear at all. This is expected - there were no transactions to report.

Tips and Best Practices

Run this report monthly for accounting - Export the previous month's data at the start of each new month while figures are fresh
Use "Last 30 days" for quick trends - This gives a rolling view of recent performance
Compare month-on-month - Export multiple months and compare in a spreadsheet for longer-term trend analysis
Use consistent time periods - When comparing performance, always use the same time periods (e.g., full weeks, full months)
Investigate anomalies - If you see an unusually high or low day, investigate - it might be a mistake or a learning opportunity

Frequently Asked Questions

What's the difference between this and the Dashboard sales figures?

The Dashboard provides a quick summary, while the Daily Revenue report gives you a complete breakdown by day with export capability. Use the Dashboard for a glance; use this report for detailed analysis.

Are refunds included in the revenue figures?

Refunded transactions are excluded from revenue figures. If you processed a refund, that original transaction is marked as refunded and won't count toward your totals.

What's the difference between Subtotal and Revenue?

Subtotal is the price of items before tax and discounts. Revenue is your net income after applying discounts and including tax. Revenue = Subtotal + Tax - Discounts.

Can I see revenue by service type or product category?

The Daily Revenue report shows overall daily figures. For breakdowns by individual services or products, you'll need to export the data and analyse it in a spreadsheet, or use the Staff Performance report which shows service-level detail.

How far back can I view revenue data?

Luminate stores your complete transaction history. You can select any date range from when you started using the system. There's no limit on historical data access.

Why might my tax figures vary day to day?

Tax is only collected on taxable items. If some of your services or products are VAT-exempt or zero-rated, the tax amount will depend on what was sold that day. Products are typically taxable while some services may not be.

Can I schedule this report to run automatically?

Currently, reports must be run manually. However, making it part of your weekly or monthly routine (see Tutorial 17.3: Weekly Management Tasks) ensures you stay on top of your figures.

Last Updated: January 2026