Specify Your Accounting Practices
- Set your fiscal year start date
- Set your revenue recognition practices (cash-based, or accrual, with revenue recognition when orders are booked, start, end, or are closed)
Create Custom Reports
- Select any of 29 order fields to include on a custom order report
- Select any of 14 transaction fields to include on a custom transaction report
- Filter custom order report by date, order status, and/or order source
- Filter custom transaction report by date, payment status and/or payment source
- Create, name, and save custom report templates
- Export data to an Excel file or to QuickBooks Online
- Conduct reporting in the background, so you can use the system during the operation
View Pre-Made Reports
- Access established financial reports, including revenue, payments, sales tax, profitability and billing status
- See revenue reporting based on your accounting practices, including fiscal year start date and revenue recognition policy
- Access established customer reports, including best customers and Net Promoter Score
- See a full inventory ledger
- Look at staffing details, including amounts earned by each staff member
- Review popular items, arranged by amount spent, percentage of items rented, or number of orders
- Sort by ascending or descending order, where appropriate
- Filter by event date
- Export data to Excel or QuickBooks Online or print reports