404-913-2737

Revenue

Track Revenue with the Booked Revenue Report

Engagifii’s Booked Revenue Report is designed for accounting and finance teams who need a reliable view of revenue that has been invoiced and is considered collectible. This report focuses on booked revenue rather than payments received, making it essential for month-end close, audits, and posting accurate journal entries. With flexible grouping and deep drill-down capabilities, teams can confidently explain every dollar of revenue shown.

BRR

View Revenue by Month-1

View Revenue by Month

The report allows users to view booked revenue month by month, making it easy to understand when revenue was generated. You can select a single month or a range of months to analyze activity over a specific period. Within each month, revenue is broken down by item types such as events, classes, awards, maintenance, manual invoices, exhibitor booths, and additional booth staff. This view is especially useful for month-end close and financial reporting.

See Revenue Grouped by Item

View Revenue Grouped by Item

In addition to monthly views, revenue can also be grouped by item instead of time. This allows teams to see total lifetime revenue for a specific event, class, bundle, or session. When grouped by item, the report shows how revenue for that item was generated over time, often revealing clear registration and revenue trends. This view is particularly valuable for evaluating event performance and supporting audit requests tied to specific programs.

Drill Down into Revenue Details and Download Reports Easily-2

Drill Down into Revenue Details and Download
Reports Easily

Every blue-linked value in the report is clickable, allowing users to drill down from high-level totals to supporting details. You can start from the grand total, drill down into a specific month, then to an item, and finally view the list of invoices with clickable invoice links to check the full details of the transaction. Credit notes are included in this drill-down, making it clear how cancellations and modifications affect net revenue.

Users can export the full Booked Revenue Report to Excel based on the filters they've applied, making it easy to analyze totals, review credits, and prepare financial summaries offline.

159787727717 []

Related Solutions

160221054112 []

Related Features

Export Transaction Line Items for Clean, Filtered, and Actionable Data

Engagifii’s Line Item Export empowers finance and operations teams with a reliable, high-performance tool for extracting granular transaction-level data…

Send Invoice Reminders in Real Time

Keeping up with overdue invoices can be challenging without the right tools in place. Engagifii’s invoice reminder feature allows your team to efficiently…

Control Payments in Your Registration Workflow

Take control over how registration payments are managed within your organization. Engagifii’s "Registration Payment Control" feature empowers you to…

Quickly Process Payment Batches

Managing multiple payments doesn't have to be tedious. Engagifii's payment batch processing feature empowers finance and accounting teams to quickly and…

Seamlessly Integrate Your Payment Gateway with Engagifii

Engagifii makes it simple to connect your existing payment gateway so you can securely process payments while maintaining complete control over your…

Map General Ledger Accounts to Your Classes

Managing finances for educational or training classes is crucial, and now you can streamline this process by mapping General Ledger (G/L) accounts…

Accounting Transaction Line Item Export

Managing financial data requires efficiency and clarity. The Accounting Transaction Line Item Export capability empowers users to generate detailed…

Map General Ledger Accounts to Your Event Items

Effortlessly associate event items with your General Ledger (G/L) accounts, ensuring your revenue is tracked accurately and mapped to the appropriate…