Run a Revenue Categories Report
In Union, Revenue Categories are a great way to file away revenue that are associated with your passes. Learn how to create your revenue categories, visit our short support article and video! This support article will cover:
- How to run the report
- Reading the report
- Additional Features
To locate your revenue category line items, hover over Repots > Sales > Sales by Revenue Category.
By default, Union will show you the past 30 days of revenue and cash only. However, you can use the date selector to run a specific date range or choose one of the options in the navigation. Once you select your date range, click View to re-run the report. If you'd like to view Cash and Non Cash, simply change the filter.
When viewing the report, you'll have the ability to see the complete view of how your revenue was attributed within the chosen time period. Here's an example of what your report may look like. You have the ability to see a quick snapshot of all of the revenue categories along with the gross and net revenue.
| Report Terms | Definition |
|---|---|
| Revenue | The total amount earned from sales before any deductions, including fees and refunds |
| Union Fees | Applicable fees as outlined in your Union agreement |
| Stripe Fees | Payment processing fees charged by Stripe for handling transactions |
| Transfers | Miscellaneous transactions between your org and Union, usually Video Usage fees or Disputes/Chargebacks. |
| Refunded | The total amount refunded to customers for canceled purchases or other reasons. |
| Union Fees Refunded | Applicable platform fees refunded by Union as outlined in your agreement. Please note that payment processor fees, such as Stripe fees, are not refunded. |
| Net Revenue | Revenue after applicable deductions |
Download a CSV of your report:
When reviewing your report on the Union interface, we provide you with quick snapshots so you can see the breakdown for each line item. If you'd like to learn more about all the orders that took place for the dates selected, simply click Details.
Use the filters to help refine your search and if you want a downloaded version, click the drop down arrow next to View. If you would like more details about any order, choose View against any line item.
If you haven't created your revenue categories quite yet, check out our quick video!
