Overview of Reports & Daily Notifications
School bookkeepers and activity sponsors need automated, real-time insight into store sales without manually logging in to check order tables every hour. Edlio Payments (OSP) includes automated daily sales notification digests and comprehensive financial reporting hubs.
đĄ Best-Practice Adoption Tip: When setting up teachers and club sponsors in Setup > School Teacher, verify that their school email address is entered accurately. Activity sponsors automatically receive automated email notifications whenever an item linked to their name is purchased online.
Daily Automated Notification Digests
Edlio Pay dispatches automated daily email digests to designated administrators and activity sponsors:
Daily Sales Summary: Sent each morning summarizing all transactions completed over the preceding 24 hours.
Itemized Breakdown: Details student names, activity numbers, quantities purchased, and payment methods (Card, Check, Cash).
Recipient Controls: Configured under Setup > School Maintenance to control which administrative team members receive primary financial alerts.
Standard Financial Reporting Workflows
Access the Reports hub to run on-demand financial reconciliations:
Activity Date Range Report: The most popular report for bookkeepers, providing date-delimited financial breakdowns of all store revenue.
Sponsor/Teacher Activities: Summarizes collections by teacher for classroom and club fee accounting.
Additional Reports: Provides raw data exports for integration into district enterprise resource planning (ERP) platforms.
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