View & Download Income Summary Report

Track monthly income across categories and customers — with visual graphs and exportable summaries for financial planning, reporting, and audit preparation.

🔐 Access Control

• Only Admin users or staff with report permissions can access income summaries
• From the Dashboard, use the side menu to navigate: Accounting → Report → Income Summary

🧭 Step-by-Step: View Income Summary

1️⃣ Apply Filters

Use the filter panel to define your report scope:

• Year: Select the reporting year (e.g. 2025)
• Category: Choose a specific income category (e.g. Sales, Service, Care Home Fees) or select All Categories
• Customer: Choose a specific customer or select All Customers

Click the Search icon to generate the report.

2️⃣ Review Graph & Table

The report will display:

• A monthly income graph showing trends across January to December
• A summary table with columns for each month and rows for:
  • Revenue
  • Invoice
  • Income = Revenue + Invoice

Use the table to identify income spikes, gaps, or seasonal patterns.

📥 Download the Report

• Locate the Download button at the top right of the report panel
• Click to export the report in your preferred format (e.g. PDF)
• The exported file will include:
  • Monthly breakdown by category and customer
  • Total income per month and year
  • Filter criteria and reporting duration

✅ Best Practices

• Review income summaries monthly to track growth and seasonal trends
• Filter by customer to analyse top contributors
• Export reports before audits or financial reviews
• Archive reports quarterly for compliance and traceability
• Use sector-fit categories (e.g. Cleaning Contracts, Logistics Fees, Care Home Rent) for clarity