We show you how to run the Sales Summary Report and import information by Revenue Category. The first thing you need to do is set up your Revenue Categories before running an accurate Sales Summary Report.
We'll go in the Sales Summary Report
We want to make sure that
The dates are blank in all fields except for the Payment Date fields
The Fee Status filter is for PAID
The Output type is Revenue Categories
Once this is done you can press Run Report and then Export to Excel once the report has populated.
