Reports Tab
Easily access the data you need to make informed decisions.
Reports in the Reports tabOur reports provide reliable insight into all aspects of your organization's operations so you can make informed, strategic decisions.
Data you can Export from SmartRecNot every report is housed in the Reports tab. This article explores more data you can export from each tab in SmartRec.
The Journal Entries PageLearn how to read and search for journal entries (for accrual accounting).
Journal Entry ScenariosView examples of journal entries based on what is invoiced; and when revenue is recognized immediately or deferred.
SmartRec API
How to save a report templatePick the columns to add in your report and save your selection as a template you can pull up later.
Facility Events ReportThis customizable report shows details on each event occurring in your facility schedules.
Payment by Item ReportThis customizable report shows how payments and refunds were applied to invoices and credit memos.
Accounts Receivable & Account with Credit ReportsBoth reports offer a snapshot of overall client balances as of the selected date.
Activity Occurrence Details ReportObtain a list of all activity occurrences created in the Activities>Edit subtab.
Activity Performance Summary Report
Activity Participant Registration Information ReportFind out how much each participant has paid for an activity.