Platform 2.0 - Revenue by Type Report - COMING SOON!

The Revenue by Type report shows a detailed breakdown of all campground revenue collected during a selected date range, organized by type and category. This report helps campground owners and managers understand where their income is coming from, such as site reservations, extra guests or pets, inventory items, and other system fees.

Unlike occupancy or reservation reports, Revenue by Type is based on the date the financial transaction occurred, not the reservation check-in or check-out date. This ensures your financial records match when money was actually collected or refunded, giving you accurate, auditable reporting for taxes and accounting.

🧭 How to Access the Report

1. From the main menu, click Reports on the left side of your screen.

2. On the Reports landing page, locate the Revenue by Type section.

3. Click anywhere in that section to open the detailed report.

See screenshot for example of the Reports landing page with Revenue by Type:

When you open the Reports landing page, you’ll see a dashboard view summarizing revenue by type for the selected date range.

Use the date selector at the top to set a specific range.
There is also the option to click Today for current-day totals or Month for current-month totals.

You’ll see a bar chart summarizing Revenue by Type. Each bar represents one of the main revenue categories:

Site – total collected for all campsite and site type reservations
Inventory – total collected for campground inventory items (firewood, passes, etc.)
Cancellation Fee – total collected from system-defined cancellation fees
Legacy System – legacy booking fee totals carried over from older platform data (if applicable)

This summary gives you a quick snapshot of which areas of your business generate the most revenue. Click on the widget to open the detailed report.

💻 On-Screen Report View

When you open the Revenue by Type report it will render with the date range pulled from the Reports landing page. You may change the date range to pull different dates.

Use the date selector at the top to set a specific range.
There is also the option to click Today for current-day totals or Month for current-month totals.

📁 Downloading the CSV Report

For a detailed breakdown, click the CSV download button in the top right corner of the Revenue by Type page. This will export all data for your selected date range into a spreadsheet format you can open in Excel, Google Sheets, or any other CSV viewer.

The CSV version includes the full list of revenue “types” and related calculations for taxes, exemptions, and reservations/orders counts.

Understanding the Columns

Each column in the exported on screen and in the CSV provides insight into how revenue is calculated. Depending on how your campground’s taxes are configured, you may see multiple tax-specific columns (for example, Estimated Sales Tax Revenue or Estimated Exempted Sales Tax Revenue) that match the tax names you’ve set up in your settings.

Column Name	Description	Calculation / Notes	Tooltip Text (as shown on-screen when hover over)
Type	The name of the site type, inventory item, or system fee (for example, “System: Extra Pets,” “Tent Site,” or “Firewood”).	Based on campground configuration.	N/A
Category (CSV file only)	The category the revenue type belongs to. Can be one of the following: Site, Inventory, System, or Legacy System.	N/A	N/A
Gross Revenue	Total money received from guest payments, including taxes and Stripe processing fees, minus refunds.	Sum of all payments (including taxes and Stripe fee) − refunds.	Gross Revenue: Total money received from guest payments, including taxes and stripe processing fees, minus any refunds.
Net Revenue	Total money received from guest payments, excluding taxes, refunds, and Stripe fees.	Sum of all payments − taxes − refunds − Stripe fees.	Net Revenue: Total money received from guest payments, excluding taxes, refunds, and Stripe processing fees.
Refunds Issued	Total amount refunded to guests during the date range.	Sum of all issued refunds.	Refunds Issued: Total amount returned to guests.
Stripe Fee	Total payment processing fees deducted by Stripe.	Sum of total Stripe processing fees.	Stripe Fee: Total processing fees for transactions through Stripe.
Total Estimated Taxes	Combined total of all tax amounts collected for this type.	Sum of all taxes (e.g., Sales Tax + Lodging Tax).	Total Estimated Taxes: Total amount of taxes that were paid.
Total Estimated [TAX NAME] Collected	Total of a specific TAX NAME (as configured by your campground) collected for this type.	Example: “Total Estimated Sales Tax Collected.”	Total Estimated [TAX NAME] Collected: Total amount collected for [TAX NAME].
Estimated Exempted [TAX NAME] Revenue	Portion of the gross revenue that was tax-exempt for that specific TAX NAME.	Based on any reservations or items taxes marked as tax-exempt (waived that tax).	Total Estimated Exempted [TAX NAME] Revenue: Total revenue amount that was waived for specific [TAX NAME].
Estimated [TAX NAME] Revenue	Portion of the gross revenue for the type that was taxed for the specified TAX NAME.	Calculated as the taxable portion of the reservation or item.	Estimated [TAX NAME] Revenue: The portion of revenue that’s actually taxed with [TAX NAME] set up.
Non-Taxable Gross Revenue with No Tax Configured	Gross revenue for this type that do not have any taxes configured.	Sum of all payments with no tax setup.	Non-Taxable Gross Revenue: Total revenue for this type that doesn’t have tax set up.
Count of R/O Included (On-Screen header) Count of Reservations/Orders Included (CSV header)	Number of reservations or orders included for the type during the selected date range.	Count of all reservations or orders matching the criteria.	Count of Reservations/Orders Included: Total number of reservations and/or orders that have the selected Type.

💡Notes About Data and Currency

Date-based: The report is based on the transaction date of payments and refunds, not reservation check-in or check-out.
Immutable historical data: If tax or configuration settings were changed after the transaction date, those changes will not alter past data.
Tax names: Columns for taxes are automatically labeled with your campground’s configured tax names (for example, GST, PST, Sales Tax, Lodging Tax).
Booking Fee and Property Fee: For those campgrounds who configured a booking and/or property fee in Taxes, it will be shown in the Taxes columns, not as a separate Type.
Currency display: The report uses your campground’s configured currency. The dollar symbol ($) is shown for both U.S. and Canadian dollars.
Refund handling: Refunds appear as negative values in the CSV.
Formatting: All amounts are displayed with two decimal places (e.g., $1,000.00).

If you have any questions or want clarification on this report, please reach out at [email protected] and we can review it with you.