UNDERSTANDING DASHBOARDS + REPORTS
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      3. UNDERSTANDING DASHBOARDS + REPORTS

      How to run a Revenue Report

      Learn how to run a Revenue Report in your RETAIN dashboard.

      WHAT THIS REPORT CONTAINS

      • Order Date 
      • Order ID 
      • Patient First Name 
      • Patient Last Name 
      • Order Status 
      • Order Total ($) 
      • $ From Patient 
      • $ From Practice 
      • $ to Practice
      • Stripe Transaction 
      • Transaction Date

      HOW TO RUN A REVENUE REPORT 

      1. Navigate to the Account section on the left side menu and click the dropdown 
      2. Click on Reports
      3. Enter the start date and end date 
      4. Click 'Generate Report'Screenshot 2025-03-04 at 11.39.15 AM

       5. Navigate your downloads folder to locate CSV file 

       6. Import CSV file to Excel sheet or Google sheet