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 bar at the top of the page.
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 . Click View Report.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.