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Reports Overview

Updated over 2 weeks ago

Voly offers a suite of reports that can be viewed by management and crew, from top-line summaries to transaction line details.

All reports can be filtered to users’ requirements. The visibility of reports can be defined in Settings> Crew Ranks.

Reporting can only be completed in the desktop version of Voly.


Reports Page Navigation

1. Click on Reports in the navigation side-bar.

2. Select the type of report you want to run

3. Select the date type:

Invoice Date (accrual-based): the report will include all card, and cash transactions and invoices (unpaid invoices will be included) based on the transaction date.

Budget: this will display data based on the budget month selected in the transaction (only full months can be selected)

Date Paid (cash-based): the report will include all card & cash transactions, & all paid invoices (unpaid invoices won’t be included) based on the date they were paid.

4. Select the date range

5 . If you have Accounts Receivable enabled, you will also see the option to select whether you want to run reports against 'Accounts Receivable' or 'Accounts Payable'.

6 . Click View Report.


Still have questions?

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