> ## Documentation Index
> Fetch the complete documentation index at: https://help.kajabi.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Report: Payment plan payments over time

> Track gross revenue and transaction counts from payment plans including forecasted payments.

The Payment Plan Payments Over Time report displays gross revenue and transaction counts from payment plans. By selecting a date range that extends into the future, you can also view forecasted payments, helping you track both completed and upcoming payments over time.

This report is most useful for:

* Monitoring total revenue generated from payment plans
* Comparing paid vs. upcoming installment payments
* Forecasting expected revenue in upcoming months
* Tracking customer payment activity by time period

## Data presented

<img src="https://mintcdn.com/kajabi-support/xn8jLfaGoYMjO19g/articles/images/28901d04_41092950086171.png?fit=max&auto=format&n=xn8jLfaGoYMjO19g&q=85&s=f2055ad12a6134a5724c39dc5c9d6254" alt="Payment Plan Payments" width="1075" height="937" data-path="articles/images/28901d04_41092950086171.png" />

### Charts

* **Gross revenue**: Shows the gross amount collected and expected from payment plans over time
* **Transactions**: Displays the number of individual payment transactions and expected from payment plans over time

The chart uses two color indicators:

* **Paid** = Completed payments
* **Upcoming** = Forecasted payments

### Data table

The data table provides a breakdown of payment activity according your selected interval, including:

* **Interval**: The specific interval period (day, week, month, or year) across the time range selected
* **Paid gross revenue**: The amount successfully collected
* **Upcoming gross revenue**: The amount forecasted but not yet collected
* **Total gross revenue**: Paid + upcoming gross revenue
* **Paid transactions**: Number of completed transactions
* **Upcoming transactions**: Number of forecasted transactions
* **Total transactions**: Paid + upcoming transactions

## How to use the report

You can refine the report view with the following controls:

* **Time range**: Filter payments by period (e.g., last 7 days, last 30 days, custom date range). By selecting a date range that extends into the future, you can also view forecasted payments, helping you track both completed and upcoming payments over time
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view data for multiple offers or a specific offer
* **Currency selector**: View stats in your preferred currency

## Export information

When you export the **Payment plan payments over time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Month
* Paid gross revenue
* Upcoming gross revenue
* Total gross revenue
* Currency
* Paid transactions
* Upcoming transactions
* Total transactions
