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How to use the Revenue report

You can view the figures in two ways: as Cash flow (money actually received) or as Accounting (what was invoiced).

Find the Report

Go to Admin -> Reports -> Revenue

When you click Reports in the menu, Revenue opens by default because it is the first item in the reports menu. Under Reports you will also find, for example, Invoices, Sales and Membership insights.

If you can't see Reports in the menu, your user doesn't have access to reports. Ask the studio owner to give you access.

Two views: Cash flow and Accounting

At the top of the page you choose a View. The report always opens in Cash flow. The difference is which date a sale is counted on.

Cashflow (default)

  • Counts on the payment date.
  • Only invoices that have been paid.
  • Includes payments for invoices created before the period but paid during it.
  • Use it to see how much money actually came in.

Accounting

  • Counts on the invoice date.
  • Includes unpaid invoices.
  • Follows your invoices, so this is the one to reconcile against for bookkeeping and VAT returns.

"Cash flow" shows you actual payments, including payments for invoices that were created before the selected time interval but paid in the selected time interval."Accounting" shows you revenue based on the invoice date, including unpaid invoices.

xample: which month does the sale land in?

Situation Accounting Cash flow
Invoice created 1 December, paid 3 January December January
Membership renewal on 1 December where the payment fails and is still unpaid December Not included until it is paid
Payment still being processed by the payment provider Invoice month Not included until the payment goes through
Unpaid December invoice that you write off in February + in December, − in February Not included in any month

This is why the two views can show different figures for the same month. That is expected and not an error. If you're unsure which method your bookkeeping uses, ask your accountant.

Reading the page

Key figures at the top

Total ex. VAT

Revenue without VAT, with the % change from the previous period.

Sales VAT

The VAT on the period's sales.

Total incl. VAT

What customers paid or were invoiced, with the % change.

Number of sales

The number of units sold in the period.

The percentage compares with the period before: a year with the year before, a month with the month before, a day with the day before, and a custom period with the same dates one month earlier. Green means up, red means down.

If the period isn't over yet, it compares with the same part of the previous period, so you are not comparing half a year with a full one. The dates are shown next to the figure, for example 1 Jan – 5 Nov 2026 against the same dates in 2025.

The "Revenue – details" table

The table has the columns "Category", "VAT rate", "Number of sales", "Total ex. VAT", "VAT" and "Total incl. VAT". Click a category to expand it and see one line per product, with a subtotal at the bottom. If the same product was sold at different VAT rates, it gets one line per rate.

Category What it contains
Memberships New sales and renewals combined, one line per membership type. A registration fee is shown in italics under the memberships; the amount is included in the subtotal, but the fee doesn't count as an extra sale.
No-show fees Fees for not showing up.
Membership pause fees Fees for pausing a membership.
Class passes Class passes sold.
Class series Class series, including when paid in instalments.
Appointments Paid appointments per appointment type.
Events Events and courses. The start date is shown before the name.
Products Products sold in YOGO.
Gift cards purchased / Gift cards spent See the gift card section below.
Refunds Credit notes, as negative amounts.

Good to know about the figures

  • Number of sales is the number of units sold on invoices. It is not the number of bookings, active members or cards in use. Each membership renewal counts as one sale. A card or membership you gave a customer without a purchase is not counted.
  • Discount codes are already subtracted from the amounts.
  • Refunds have their own category and are not subtracted from the product's line. They are subtracted in the total.
  • Write-offs: in Accounting, the original invoice sits on its invoice date and the write-off appears as a negative amount on the same product on the write-off date. If both fall in the period, they cancel out. In Cash flow neither appears, because the invoice was never paid.

Gift cards

  • In Cash flow, Gift cards purchased and Gift cards spent sit with the other categories and count in the total. The purchase is money in. Spent is shown as a negative amount, because what the customer buys with the gift card was already paid for when the card was bought.
  • In Accounting, what the customer buys with the gift card counts at full price in its own category. The gift card lines are shown below the total under Gift cards (not included in the total), so nothing is counted twice.

Charts

On the Studio or Studio + App plan you also see charts: Revenue per month, Revenue per month per category, Revenue - breakdown, Top categories, a comparison with the previous period and, at the bottom, Analysis per category. On other plans you see the key figures and the table.

  • Amounts in the charts are excl. VAT.
  • In the charts, memberships are split into New memberships and Membership Renewals. The table shows them combined.
  • The monthly charts are hidden when you select a single day.
  • A few category names in the charts differ slightly from the table, for example Gift Card Purchases and Gift Card Spending.

Filters

  • Period: Year, Month, Day or Custom (pick a Date and an End date). The report opens on the current year. Days change at midnight in the studio's time zone.
  • Companies: shown only if you have more than one company in YOGO.
  • Price groups: shown only if you have created price groups. When you pick a price group, you see sales of memberships, class passes and class series in that group. Events, appointments, products and gift cards have no price group and drop out.
  • Branches (The customer is associated with the branch): shown only if you have several branches and customers choose a branch when they sign up. The filter uses the branch the customer belongs to, not where the product belongs.
  • VAT filter (Danish studios only): All sales to under 30 years, All sales to over 30 years or All sales with 0% VAT (used e.g. for payroll tax).

Export

Above the table you'll find Download CSV, Download PDF and Download Excel. The file uses the period, view and filters you have selected, and the top of the file says whether it is Cash flow or Accounting.

  • The Excel file has a summary sheet, with the details in the following sheets.
  • The charts are not included in the export.
  • In the files, a few categories and columns are named slightly differently from the screen, for example Net and Total Amount. The figures are the same.