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How to Use the Financial Details Report in PushPress Core

How to locate and read the financial details report

Jason Sturm avatar
Written by Jason Sturm
Updated this week

Summary

The Financial Details Report gives you a complete breakdown of all financial activity in your PushPress Core account.
You can view transactions for the current month, previous month, or a custom date range.
This report is the best way to track revenue, monitor fees and refunds, and export line-item data for bookkeeping or accounting.

Where is the Financial Details Report?

Where to Find the Financial Details Report

  1. Log into PushPress Core.

  2. Select Reports from the left-hand menu.

  3. Click Financial.

  4. Select the Details tab.

The report will auto-load with the current month by default.

To customize the range:

  • Click the date selector (e.g., This Month).

  • Choose Custom.

  • Set your start and end dates.

  • Click Refresh.

Components of the Financial Details Report

The Financial Details Report is broken into two major sections:

Graphs & Summary Tiles

These provide a visual overview of financial activity for the selected date range.

Total Revenue

  • The total amount of all transactions during the selected period.

Average Membership Transaction (This Month)

  • The average paid membership value (free/comped plans excluded).

Total Refunds

  • The total amount refunded for the selected date range.

Total Transaction Fees

  • All processing fees for the period.

Total Transaction Expenses

  • The total of Refunds + Transaction Fees.

Total Flex Fee Revenue

Transaction Type Breakdown

  • A percentage view of how your revenue is distributed across transaction types
    (memberships, retail, punch cards, etc.).

Payment Type Breakdown

  • A graphical view of revenue by payment method
    (card, ACH, cash, etc.).

Net Deposited Amount

  • Gross revenue minus fees and taxes — your true net revenue for the date range.


Individual Downloadable Reports

Each downloadable file includes detailed line-item data.

To download:

  • Click the three dots in the top-right of any report tile.

  • Select Download Data.

  • Choose CSV, Excel, or another format.

You can also enable Advanced Options → Export All Rows to ensure all line items are included.

Transaction Detail Report

  • A full breakdown of every transaction, including payments, refunds, discounts, and fees.

  • This is the best report for audits, bookkeeping, and accounting.

Annual Revenue Report

  • A month-by-month summary of revenue for the chosen year.
    This version is less detailed and best for high-level review.

Bulk Report Export

  • You can download the entire Financial Details dataset for the selected date range using the top-right menu.

  • Bulk Report:

    • The entire Financial Details report can be downloaded for the requested date range by selecting the three dots then selecting Download.

    • Advanced export options also allow users to download reports with customized datasets in CSV or Excel formats for detailed financial analysis.



Additional Financial Reports

PushPress also includes specialized financial reports for memberships, retail, and upcoming payments.


Membership Sales Report

Key Filters

  • Date range selectors

Calculated Metrics

  • Top 3 plans by revenue

  • Top 3 plan categories by revenue

Analysis Tools

  • Recurring vs non-recurring sales (pie chart)

  • Revenue by plan category (bar chart)

  • Plan sales by category and plan name (table)​


Retail Sales Report

Key Filters

  • Date range

  • Free, Paid, or All transactions

Calculated Metrics

  • Total product sales count

  • Total miscellaneous item count

  • Total product revenue

  • Total miscellaneous revenue

  • Top 3 products by revenue

  • Top 3 product categories by revenue

Analysis Tools

  • Sales by product category (pie chart)

  • Top 10 products (bar chart)

  • Product category + product breakdown (table)

Note: Top 3 products is optional when Top 10 appears in the same report.


Upcoming Payments Report

Upcoming payments display above paid payments.

Calculated Metrics

  • Successful payments revenue

  • Upcoming payments revenue

  • Total payments for the current month (successful + upcoming)

  • Next month’s pending payments

Analysis Tools

  • Current month upcoming payments (table)

  • Next month upcoming payments (table)

Tip: Export the report to view more than 100 line items.


FAQs

How is net revenue calculated?

Net Revenue = Gross Revenue – Fees – Taxes


Is this the best report to send to my accountant or bookkeeper?

Yes.
The Transaction Detail Report provides a line-by-line breakdown of all transactions, which accountants require for reconciliation and financial reporting.


Can I export all data for deeper analysis?

Yes. Use Advanced Options → Export All Rows when exporting.


Need Help?

If you have questions about financial reporting, exports, or accounting workflows:

We’re here to help.


About PushPress

PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!

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