Robust & Custom Reporting

Robust & Custom Reporting

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