# Revenue - Item wise The **Revenue–Item Wise** report provides a categorized view of revenue generated from various services and item types within a selected date range. This report is primarily used by finance teams, department heads, and clinic administrators to analyze income distribution across services and users. It enables tracking of revenue by invoice types **(Cash, Insurance)** and offers user-wise insights, supporting performance reviews and financial planning. *** ### Steps to Generate the Revenue–Item Wise Report * Open the **Revenue–Item Wise** report by navigating to **Home > Reports > Finance Reports > Revenue–Item Wise**. * Set the **From** and **To** date fields to define the reporting period. * Optionally, select the **Selected Items** checkbox to filter the report by specific item types (e.g., **Services**, **Procedures**). * Use the **Clinic**, **Departments**, **Doctors**, and **Users** filters to refine the report based on location and staff. * Click **Search** to generate the report. *** ### Report Structure The generated report presents a detailed breakdown of revenue collected under each service name within the selected parameters. It includes **Service Name**(Lists the services or **item categories** (e.g., Consumables, Dental Procedures)), **Cash Amount**(Revenue collected via cash payments), **Insurance Amount**(Revenue collected through insurance claims), **Total Amount**(Combined total of Cash and Card), **User-wise Breakdown**(Shows the revenue collected by individual users). The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options. *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/reports/finance-reports/revenue-item-wise.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.