Understanding the Revenue Report

The Revenue Report gives you a high-level view of your sales activity. You'll find it in the admin panel under Reports > Revenue.

Each row in the table represents a single order, with columns showing how the customer paid (card, cash, or club credits), what discounts were applied, and the tax and fees collected. A financial summary section at the top aggregates everything for the selected date range.

Financial Summary

The summary at the top of the report is organized into four sections, each answering a different question.

Sales Breakdown — "How much did we sell?"

	MetricWhat it means
Gross Sales	Total value of all items sold at their listed price, before any discounts or adjustments.
Discounts	Total value of promo codes, manual POS adjustments, and other price reductions. Only appears when discounts were applied.
Subtotal	Gross Sales minus Discounts — what customers were actually charged before tax and fees.
Refunds	Total value returned to customers for cancelled or refunded orders. Includes both card refunds and club credit refunds. Only appears when refunds occurred.
Net Sales	Your final sales figure: Subtotal minus Refunds. Excludes tax and platform fees — this represents the value of goods and services sold.

Formula: Gross Sales − Discounts = Subtotal − Refunds = Net Sales

Tax Summary

	MetricWhat it means
Tax Collected	Total sales tax charged on orders.
Tax Refunded	Sales tax returned to customers as part of refunds.
Net Tax	Tax Collected minus Tax Refunded — the tax amount you are responsible for remitting.

This section only appears when tax was collected during the selected period.

OpenCourt Fees

	MetricWhat it means
OpenCourt Fees	Total platform fees charged on orders.
Fees Refunded	Platform fees returned when orders are refunded.
Net Fees	OpenCourt Fees minus Fees Refunded.

This is only relevant on our Core+ plan or other plans where OpenCourt collects a service fee.

For most of our customers, platform fees are added to the customer's price — they are not deducted from your revenue. If you price a lesson at $50 and the platform fee is $1, the customer pays $51 and you receive $50.

Payment Method Breakdown — "How did money flow in and out?"

	MetricWhat it means
Card Payments	Total payments received via credit and debit cards.
Card Refunds	Total refunds issued back to cards.
Cash Payments	Total payments received in cash.
Cash Refunds	Total cash refunds issued.
Club Credits Applied	Total club credits customers used to pay for orders. Club credits are store credit balances and do not represent new incoming revenue.
Club Credits Refunds	Club credits returned to customer balances when orders are refunded.
Net Collected	Card and cash payments received, minus card and cash refunds. This is the actual money your business collected. Club credits are excluded because they are internal balances, not incoming payments.

How Net Sales and Net Collected Relate

The summary is designed to tell two separate stories:

The sales story (top row): How much you sold, after discounts and refunds — ending at Net Sales.
The payments story (bottom section): How customers paid and how much actual money came in — ending at Net Collected.

These two numbers will usually differ, and that's expected:

Tax and fees are collected from customers but are not part of your sales value, so they increase Net Collected relative to Net Sales.
Club credits are internal balances, not new money, so they decrease Net Collected relative to what you'd expect from the sales total.

Formula: Net Sales + Net Tax + Net Fees − Net Club Credits Used = Net Collected

Worked Example

	MetricAmount
Gross Sales	$1,000.00
Discounts	−$50.00
Subtotal	$950.00
Refunds	−$100.00
Net Sales	$850.00

Net Tax	$68.00

Card Payments	$918.00
Club Credits Applied	$108.00
Card Refunds	−$108.00
Net Collected	$810.00

Reconciliation: $850 (Net Sales) + $68 (Net Tax) − $108 (Club Credits) = $810 (Net Collected) ✓

Table Columns

Each row represents a single order:

	ColumnWhat it means
Order ID	The unique order identifier.
Transaction Time	When the order was placed.
Customer / Email	The customer who made the purchase.
Order Item(s)	A summary of all items in the order.
Total Amount	The total charged for the entire order.
Cash Amount	Portion paid in cash.
Card Amount	Portion paid by card.
Club Credit	Portion paid with club credits.
Discount / Adjustment	Total discounts applied across all items.
Taxable Base	Total amount subject to tax.
Sales Tax	Total tax charged.
OpenCourt Service Fee	Total platform fees.
Stripe	Link to view the payment in your Stripe dashboard.

How Refunds Appear in the Table

Refunds are shown as separate rows in the table, distinct from the original order. When an order is fully or partially refunded, you'll see:

The original order row with the full positive amounts
A refund row below it with negative amounts, showing what was returned

For partial refunds, the refund row only reflects the refunded portion — not the full order amount. Both card refunds and club credit refunds appear this way.

Each refund row includes its own Stripe link so you can verify the refund transaction directly in Stripe.

Exporting Data

Click the Export button to download the currently filtered data as a CSV file. The export includes all visible columns and can be imported into Excel, Google Sheets, or your accounting software for further analysis.