Financial Reports - An Overview

Financial Reports are found by pointing to the Reports (menu) >  Find Reports and selecting Transactions/Financials (left menu). There are several reports, all of which display the information differently based on a variety of search criteria (filters) and display settings available.



Revenue Reports (Who Has Paid)

This group of reports provides you with information related to fees that have been paid.

  • The Class/Event Revenue Summary report is used to gauge income associated with a specific class or event.
  • The Deposit Slip report is perfect for daily reconciliation.
  • The Fee Summary report allows you to see the current status of fees in a selected Category 1 or with a specific Transaction Type.
  • The Paid Fees report is helpful for finding uncategorized revenue or to view taxes paid for the selected date range.
  • The Revenue Snapshot (QuickBooks Rpt) is beneficial, even without QuickBooks, to see revenue by payment method and Category 1.
  • The Revenue Summary report will show the discounts given within a date range.

Accounts Receivable/Collection Reports (Who Owes Me Money)

This group of reports provides you with information for families who have fees that have not been paid.

Save this as a frequently used report! Click the heart (icon)next to a report name, the heart will change to redand the report will be listed under the Reports (menu) > My Reports for quick and easy access!

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