Reporting FAQ
There are many tools to help you analyze and act on your booking and payment data.
Kevin Penner
Last Update 9 maanden geleden
How can I report on payments collected for services that have not yet occurred?
This can be reported using the Booking Index filtered by Start date (Data Source) and a Custom Date or date range that matches the future start date of your services.
You can then refer to the report's Amount and Amount Due columns.
How can I report on our sales and how much tax I owe?
This depends on your business's specific accounting needs and how your business recognizes revenue/ what accounting methods you use.
This is referred to as Accrual Accounting. Then, please refer to the Booking Sales Report or Booking Index and filter the Date Source by Start or End with Taxes displayed as columns.
Do you consider payments as revenue when the booking is paid? This method is commonly referred to as Cash Basis Accounting. Then, you could potentially use two reports together, such as the Transaction report and the Booking Index. This gives you both Tax amounts and payment dates.
How can I report on the tax breakdowns for every payment?
Report on the sums of each tax paid per booking, not tax breakdowns per payment.
How can I report on discounts?
You can view all discounts from the Discounts page (Products > Discounts)
- A list of the multi-use Discounts configured for your account, including Active, Expired, and Disabled Discounts.
- Name, Code, Dates, Discount, Rules, and Status display for each as applicable.
How can I generate a cancellation report?
The All Bookings page allows you to filter results by Booking Status, including Cancelled ones.
Check out the Booking Index.
How can I match the payments processed through our Payment Provider and deposited in our bank account to the reports?
Use a combination of the Sales Report and Transaction report to help reconcile deposits to bookings and transactions.
The Transaction report provides data on the total amount paid. The Booking Sales allows you to report on the full potential value of the booking vs the amount paid. This may be a partial payment/deposit.
Alternatively, you can use the Booking Index to compare the Amount Due to the Amount Paid or Total. The Payment Type column communicates the method used (POS, VISA, Gift Certificate...) but not the specific Payment Provider, which is not an issue if you only have one Payment Provider!
How can I report on the number of product parameters booked?
With the Sales Report, you can add Product Parameters as columns for a wider range of dates.
How do I identify the source of a booking?
The following areas allow you to view the internal/external source of a booking, such as by the Source report column or an invoice Created by entry. These are...
How do I isolate a product by date within reports?
You can use filters to select the products you want to see for custom dates.
- Filtering the Booking Index
- Reporting on sales
How can I report on upcoming bookings?
You can view and filter the Booking Index to report on upcoming bookings.
- Filtering the Booking Index
How can I see how many bookings have been made?
You can view and filter the Booking Index to see all bookings, such as for a specific date range.
- Filtering the Booking Index
How can I report on how much has been paid and how much is still outstanding?
The following areas allow you to add columns showing the amount paid and the amount due: