Financial Reports

Client Transactions

The client transactions report shows you every transaction that occurred within the selected date range. You can filter the report by transaction type using the Trans Type textbox. You can also filter the report by a specific amount range, client name, discount amount, payment method, etc.

Monthly Sales

The monthly sales report shows you the total payments by month within the selected date range. You can also filter the report by a specific amount range or by a specific month.

Client Sales

The client sales report shows you the total payments by clients within the selected date range. You can also filter the report by a specific amount range or by a specific client.

Event Type Sales

The event type sales report shows you the total payments by event type within the selected date range. You can also filter the report by a specific amount range or by a specific event type.

Daycare Sales

The daycare sales report shows you the total payments by daycare sign-up option within the selected date range. You can also filter the report by a specific amount range or by a specific sign-up option.

Therapy Sales

The therapy sales report shows you the total payments by therapy sign-up option within the selected date range. You can also filter the report by a specific amount range or by a specific sign-up option.

Class Sales

The class sales report shows you the total payments by class within the selected date range. You can also filter the report by a specific amount range or by a specific class.

Client Invoices

The client invoices report shows you all the invoices that were created or due within the selected date range. You can also filter the report by a specific amount range, client name, discount amount, balance, etc.

By Payment Method

The by payment method report shows you the total payments for each payment method within the selected date range. You can also filter the report by a specific amount range or by a specific payment method.

By Promo Code

The by promo code report shows you the total discount amount for each promo code within the selected date range. You can also filter the report by a specific amount range or by a specific promo code.

Boarding Sales

The boarding sales report shows you the total payments by boarding sign-up option within the selected date range. You can also filter the report by a specific amount range or by a specific boarding sign-up option.