The Report
The Revenue Change Summary Report gives staff a high-level view of how recognized revenue has changed across selected time periods. This data is pulled directly from QuickBooks Online (QBO), specifically the Total Income line of your Profit & Loss (P&L) report.
📌 The Revenue Change Summary Report loads real-time data directly from QuickBooks Online and does not store the data in Novi.
The Benefits
Unlike the Item Sales report, which tracks everything sold, the Revenue Change Summary Report focuses solely on recognized revenue - ignoring liability accounts.
For example, for those who 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 Summary Report until it is recognized in January, when the membership term officially begins.
View the Revenue Change Summary Report
Go to the backend and click Reporting in the left sidebar.
Then click Financial Reports.
Then click Revenue Change.
Components of the Report
The top section of this report is where you can adjust the filters. As the filters are changed, the report results below the filters will automatically update.
Below that is the bar chart/graph - a visual representation of the data.
The last section is the list/table view - a detailed breakdown of the members who were added to your membership roster.
REPORT FILTERS
The following filters can be used to customize the report results:
Report Period
Last 5 Years - this is the default filter
Last Year
Custom - choose specific dates you'd like to review
Group By
Year - this is the default filter
Month
Transaction Dates
Transaction Date From - the default setting is 5 years ago
Transaction Date To - the default setting is today's date
STAGE AREA
Each time the filters are updated, the stage area at the top of the chart will update to display the revenue for the dates in your filters, as well as the revenue from the previous period for comparison.
CHART & LIST VIEWS
The chart will show a visual of the revenue in your selected dates, grouped by month of the year.
Below the chart, the revenue data will be listed in a table that can be exported.
Export the Report
The Add Report can be downloaded to a .pdf or .csv file by clicking the corresponding icon at the top right of the list.
PDF (printer icon) - drop-down offers two options:
Summary - exports the visual chart/graph data and includes information at the top of the PDF about which filters were applied
Details - exports the list/table data with only the columns that are shown in the list (use the gear icon to add more columns)
CSV (paper with an "x" icon) - exports the data in the list to an Excel file