The Report
The Revenue Change Report provides staff with a high-level view of how recognized revenue has changed over time. This report pulls real-time data directly from QuickBooks Online (QBO) using the Total Income line from your Profit & Loss (P&L), excluding any pass-through revenue and accounting for revenue recognition.
📌 The Revenue Change Report loads real-time data directly from QuickBooks Online and does not store the data in Novi.
Because this report reflects recognized revenue, it will not include amounts held in liability accounts (such as PAC funds or deferred revenue) until that revenue is officially recognized in QBO.
Why Use This Report?
Unlike the Item Sales report, which tracks everything sold, the Revenue Change Report focuses solely on recognized revenue from QuickBooks Online and ignores liability accounts.
For example, if you collect PAC donations, those donations are likely in a "liability" account in QuickBooks Online. Those dollars would appear on the Item Sales report, but not in the Revenue Change report.
The same applies to deferred revenue. A good example of this is when a member renews in November for a membership term that begins in January. You might record the dues in a deferred revenue account until the membership term begins. In this case, the November transaction will show up in the Item Sales report, but that revenue will not be included in the Revenue Change Report until it is recognized in January, when the membership term officially begins.
View the Revenue Change Report
Go to the backend and click Reporting in the left sidebar.
Then click Financial Reports.
Then click Revenue Change.
Components of the Report
Stage Area (Top Summary Cards)
Filters
Main Chart
Details Table
1. Stage Area (Top Summary Cards)
The top of the report displays three fixed revenue snapshots, which do not change when filters are adjusted:
Last 365 Days
Shows revenue from the last 365 days.
Compares it to the previous 365-day period.
Fiscal Year to Date
Uses your QuickBooks fiscal year start month.
Shows revenue from the first day of your fiscal year through today.
Compares it to the same fiscal-year-to-date period from the previous fiscal year.
Last 30 Days
Shows revenue from the last 30 days.
Compares it to the previous 30-day period.
2. Report Filters
Filters control the data shown in the main chart and the details table. As filters are changed, the chart and table update automatically.
Available Filters:
Report Period
Last 5 Years (default)
Last Year
Custom Date Range
Group By
Fiscal Years (default)
Quarters
Months
Weeks
Transaction Dates
From: 5 years prior
To: Today
3. Main Chart
The chart visually displays revenue across the selected reporting period, grouped by the chosen interval (FY, quarters, months, weeks).
When Group By = Fiscal Years
Two data series appear:
Fiscal Year – Total recognized revenue for the full fiscal year.
Fiscal Year to Date (YTD) – Recognized revenue from the fiscal year start through today.
4. Details Table
A detailed breakdown of revenue for each period appears beneath the chart.
Columns Always Available
Period (sortable)
Total Revenue
$ Change
% Change
Additional Columns When Grouped By Fiscal Year
Revenue (Year to Date)
$ Change (Year to Date)
% Change (Year to Date)
Export the Report
The report can be downloaded to a .pdf or .csv file by clicking the corresponding icon at the top right of the chart.
PDF (printer icon)
Includes two options:
Summary – Exports the main chart and the applied filters.
Details – Exports only the table data (columns determined by gear icon selections).
CSV (paper icon with “x”)
Exports the data in the table.