The financial report allows you to track your financial activities and provides you with information on your financial position in a selected period. You can use it to check service, product and gift cards sales, cash balance, revenue by payment method, employee stats, transaction history and other financial data.
All the data can be saved to an Excel file for further processing and archiving. The excel file contains more information than displayed on the web page.
In order to generate a financial report:
- Click the statistics button in the left sidebar:
- The financial report is the first report on the list and so is available right after clicking the statistics button. By default, the report is generated for the current day. In order to change the period for which the report is generated, click the date field at the top of the page:
You will be able to select one of the default time periods (today, yesterday, last 7 days, etc.) or a custom date range, by selecting the start and end date: