To get to the transaction list, you'll go to TRANSACTIONS > TRANSACTION LIST
Once here, you'll see all the different filters you can use to breakdown your list of transactions such as:
Paid / Unpaid transactions
You can even filter transactions based on the member or instructor involved.
Once you have selected the desired filters, press 'FILTER' and it will run the report below:
Now you can see the transactions filtered from the settings created above. If you go to the righthand side of the screen, you can see more details about each transaction as well as the options to PAY or VOID them:
If you go under TRANSACTIONS > SALES SUMMARY, you'll see Sales Summary.
Here, you also have the ability to filter through your sales:
Sales Summary is important to discuss as its functionality is sometimes confused with the Revenue Report.
By default, Sales Summary is going to include both PAID and UNPAID (ALL) transactions recorded. In contrast, Revenue Report is only calculating PAID transactions.
Therefore, the important difference between the Sales Summary and the Revenue Summary is the 'Fee Status' filter (shown below).
Many times we receive inquiries about why Revenue Summary report and Sales Summary reports are not the same - generally it is because the Sales Summary Fee Filter is set to 'ALL' and they are comparing it to the Revenue Summary (PAID).
Now, if you set your Sales Summary 'Fee Status' filter to PAID, then your Revenue Summary and Sales Summary numbers will be equal.
If you are just wanting to run a standard Sales Summary report:
Select desired filters
Press 'FILTER' button
This will run the Sales Summary report - generated at the bottom of the screen (shown below)
The EOD (End of Day) report is designed to overview the total transactions from the day:
Again, here you have the options to filter by:
You can also 'EXPORT' this file the same as the other reports.
Daily Revenue is a great way to track sales and payments in your club from an overview perspective:
If you scroll down, you'll see the SALES REPORT as well as the PAYMENT SUMMARY reports that have been generated.
NOTE: You can click on the 'Points' on the graph to view more information about them:
Then, when you scroll down, you'll see the breakdown of this particular 'Point':
And that's a basic overview of the different Transaction features offered in your CourtReserve platform!