You can now export a csv report of the revenue associated with your services within Practice Ignition.

This export tool allows you to generate a report for a particular date range whether it's a custom range or one from the list of presets. 

Note: Only services and revenue contained on proposals that were active during the selected period will be shown in reports, this includes:

  • Proposals with start and end dates overlapping with the selected period that are still active
  • Proposals with start and end dates overlapping with the selected period that are completed but were invoiced within the period selected

Export Types:

Total Revenue by Service ("Total")

This export gives you information about your services summed across all your clients. This is most useful for answering questions like: How many clients are using a service? How much revenue am I receiving for a particular service?

This report includes:

  • Service Name - the service name as listed in Practice Ignition
  • On acceptance - the total amount charged on acceptance on proposals active in the selected period 
  • Recurring monthly/weekly - the total (summed) recurring monthly/weekly amount on proposals active in the selected period (across all clients)
  • On completion - the total amount charged on completion on proposals active in the selected period 
  • Total Recurring in Period - the summed recurring amount estimated for the selected period - taking into account end dates on contracts if they are not billed continuously
  • Unbilled Project - the total amount for on completion services that has not been invoiced on proposals active in the selected period 
  • Total Invoiced - the total amount invoiced for that service on proposals active in the selected period  (irrespective of the period selected)
  • Invoiced in Period - the total amount invoiced for that service in the selected period 
  • Number of clients - the number of unique clients with proposals containing that service active in the selected period 

Service Revenue by Client ("Client")

This export gives you all the details on a client by client basis of what you are charging and how. This is most useful for answering questions like: What is a particular client paying for a service in comparison to others? How much revenue am I receiving from a particular client?

This report includes:

  • Service and Client name -  the service/client name as listed in Practice Ignition
  • Proposal ID and state - the proposal ID containing that service and whether it is currently active or completed
  • If the service is on an adjusted proposal - if the parent proposal was also active within the period selected, it will also be shown
  • On acceptance - the total amount charged on acceptance on proposals active in the selected period 
  • Recurring monthly/weekly - the total recurring monthly/weekly amount on proposals active in the selected period 
  • On completion - the total amount charged on completion on proposals active in the selected period 
  • Total Recurring in Period - the summed recurring amount estimated for the selected period - taking into account end dates on contracts if they are not billed continuously
  • Unbilled Project - the total amount for on completion services that has not been invoiced on proposals active in the selected period 
  • Total Invoiced - the total amount invoiced for that service on proposals active in the selected period  (irrespective of the period selected)
  • Invoiced in Period - the total amount invoiced for that service in the selected period 
  • Client and Proposal tags - if the client and/or the proposal has been tagged, these tags will be listed here. For more information on client and proposal tagging, read our help article here.

FAQs and Troubleshooting

What if a service is not contained on an export?

Only eligible services will be show on the exports:

  • The service needs to be contained on an active proposal or a completed proposal invoiced within the selected period. If a service is not contained on an eligible proposal for that period, it will not be shown - try to export a different period.
  • If a service has changed names, check for the new name
  • If a service has been fully invoiced for outside the period selected then it will not be shown - this is particularly important to check if your service is invoiced on completion

How are pro-rata payments shown?

For a recurring service, if there is a pro-rata payment, only the amount attributable to the service within the period exported will be shown in the total recurring for period. Think of this as whether that revenue was "earned" in the selected period or if it was earned before. 

If the pro-rata invoice occurred within the period selected, this will show in the invoiced in period column. The pro-rata payment once invoiced will always show in the total invoiced column if the proposal is eligible.

Are continuous recurring proposals reflected?

Yes. If the continuous recurring contract is/was active for the period selected, it will be included in the total recurring for period column. Revenue would be calculated till the end of the period selected (as there is no end date for the proposal). If the proposal is completed before this, the total recurring for period would then update to reflect the final amount billed for the period.

For continuous recurring contracts, the total invoiced column will continue to be a running total for that service until contract completion.

Why is the total invoiced and the invoiced in period different?

The total invoiced will reflect all invoiced amounts on contracts eligible in the period - whether they fall in the selected period or not. This can be useful to see total amounts for a service when an on acceptance or on completion invoice may fall outside the selected period.

The invoiced in period column will only show amounts that were invoiced for within the period selected.

Do included services show in the export?

Yes. Included services will show in the reports at 0 value if they are contained on eligible contracts.

How are estimates shown?

Estimates do not behave as fixed on completion values do and will always show as 0 for the on completion and unbilled project columns. When invoiced, this amount will show in the invoiced total and invoiced in period columns (if it was invoiced within the period selected).

Is the report compatible with the invoice scheduler?

No. As this feature is being deprecated, this report is not compatible with revenue scheduled through the invoice scheduler. We do not recommend using this report in conjunction with the invoice schedule as this may give inconsistent results.

Did this answer your question?