Program Revenue Report totals do not appear to be correct when using Sold Date

If you're running the Program Revenue Report based on Sold date, you may notice the totals do not appear correct. You might run into any of these situations:
  1. You run the Program Revenue Report with multiple specific date ranges under Date Sold. For example, you run the report separately for January, then February, and finally March. When you run the Program Revenue Report for the entire period (January through March), you may notice that the total you calculated by adding up the numbers from the monthly reports, is different from the total you saw in the report when running for the entire three month period. 
 
  1. You may notice that the Program Revenue Report does not match the Sales Reports for the same date range. For example: if you are running Program Revenue Report using the filter "Date Sold is equal to March" and you are also running the Sales Reports for "Date is equal to March," you may notice the totals do not match. 
 
  1. You know a refund in your system that occurred during your date range, but you are not seeing the refund on the Program Revenue Report. For example, you are running the Program Revenue Report for March and you processed a refund for a program also in March, but you do not see anything under the Refunds column. 
There may be two reasons why the Program Revenue Report does not appear to be correct when using the Sold date parameter: 
  1. The Program Revenue Report does not include Group Sales. If you have sold any of your programs through Group Sales, they will not appear on this report. This could also cause the Program Revenue Report to not match The Sales Reports, which do include Group Sales. 
  2. The Program Revenue Report handles refunds differently from the Sales Reports. The "Sold date" parameter on the Program Revenue Report is designed to help us view at a snapshot of revenue from the time period specified. When you use the "Sold date" parameter, the Program Revenue Report will only show transactions sold during that date range and any refunds made against those transactions that also occurred during the date range.
For example, if we processed a transaction in March and it was refunded in April, when we run the report for both March and April, both the Sale and the refund shows in the report:
User-added image 
If we run the Report for March only, we only see the sale transaction: User-added image
If we run the Report for April only, we do not see the Sale or the Refund since they did not happen in our date range.

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