Revenue by Period (Month/Quarter/Year)
After reading this, you'll be able to pull your net revenue, costs, and margin for any date range broken down by month, quarter, or year.
The Revenue by Period report gives you a tabular overview of your revenue, costs, and margin — grouped by month, quarter, or year. At a glance you can see which periods were particularly strong or weak.
Opening the report
- Navigate to Reports in the left-hand menu.
- Click the Revenue by Period card.
The report opens with the current calendar year as the default date range and Month as the default grouping.
Adjusting the date range
In the top-right corner of the report you'll find two date fields — From and To.
- Click the From field and select a start date.
- Click the field next to the separator (To) and select an end date.
The view updates immediately as soon as you change a date. The selected range is preserved when you switch between groupings.
Changing the grouping
Directly above the summary cards you'll see three buttons next to the Grouping label: Month, Quarter, and Year.
- Month — each row represents one calendar month
- Quarter — each row covers three months (Q1–Q4)
- Year — one row per calendar year (useful for ranges spanning multiple years)
Click the desired button; the active grouping is highlighted.
Understanding the metrics
Below the grouping selector, Univents displays four summary cards covering the entire selected period:
| Metric | Meaning |
|---|---|
| Revenue | Net income from finalized documents within the selected period |
| Costs | Net expenses in the same period |
| Margin | Revenue minus costs (green = positive, red = negative) |
| Events | Number of events included in the calculation |
The table below shows the same four columns for each period row, so you can pinpoint which month, quarter, or year an anomaly occurred in. The first column of the table is headed Grouping and displays the period label.
Frequently asked questions
Why are certain periods empty? The message "No data for the selected period" appears when there are no finalized documents within the chosen date range. Check that the date range is set correctly and that the relevant invoices have already been posted.
Which documents are included in the calculation? The calculation takes into account posted invoices and credit notes. Quotes and drafts are not included.
Can I export the report? A direct export is not yet available. For a quick data extract you can select the table in your browser and paste it into a spreadsheet application.
How does this report differ from the Financial Analysis? The Financial Analysis offers three tabs within a single view — By Period, By Event, and By Category. The Revenue by Period report is the most direct route when you only need a periodic time series.