Understand the Revenue Report
Go to Reports > Revenue Report, pick a date range, and click Run Report. The report shows invoiced revenue for the period: totals, trend, top clients, and a transaction table. Revenue counts invoices by their invoice date, not when cash arrived.
Revenue is the number every owner checks first, so it helps to know exactly what WorkZen is counting when it shows you one.
Run the report
Go to Reports > Revenue Report. Pick a date range (presets from Last 7 days to All time), choose a Group By (Day, Week, Month, Quarter, or Year), and click Run Report. Nothing loads until you do; a fresh visit always starts with an empty range, which is the number one reason the page looks blank.
What the numbers mean
Four summary cards top the report:
| Card | What it counts |
|---|---|
| Total Revenue | The total of all invoices dated in the range, with growth versus the previous period |
| Paid Invoices | Invoices fully paid |
| Pending Revenue | Invoiced but not yet paid |
| Average Invoice | Total divided by invoice count |
The key rule: revenue is invoiced amounts, by invoice date. An invoice you issued in March counts in March even if it was paid in May; payments move it from Pending to Paid but never change which period it lands in. If you did the work but never invoiced it, it is not revenue here.
The three tabs
- Overview: the Revenue Trend chart (total, paid, pending), a Revenue by Service pie, and your Top Clients.
- Details: the transaction table (Date, Invoice #, Client, Service, Amount, Status). Statuses are paid, pending, and overdue.
- Breakdown: revenue by service and a per-client breakdown with percentages.
The Details tab shows the 100 most recent invoices in the range. On a high-volume range, the summary cards count everything while the table shows the latest 100, so the two can legitimately differ.
Getting more out of it
Compare periods by watching the growth badge on Total Revenue; it always compares against the window of the same length immediately before your range. When you need the raw rows, export the report to CSV. And for the money you are owed rather than the money you billed, the Accounts Receivable Aging report next door groups unpaid invoices by how overdue they are.
Frequently Asked Questions
This article answers:
- How do I see my revenue in WorkZen?
- Why is my revenue report empty?
- Does the revenue report show payments or invoices?
- How do I see revenue by client or service?