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Financial Reports

DASH provides the following financial reports for helping you to analyze revenue, sales, transactions, discounts and more.  Click on any report link below to view a sample output of the given report.

Cash Basis  Cash basis to accrual basis comparison of GL revenue by facility and date.

Category Sales  Sales by sales category.

Customer AR  Customer accounts receivables by time period.

Discount Report  Discounts applied by time period.

Event Invoices  Invoices for events.

GL Report  Debits and credits by general ledger code.

Paypal Transactions  Find an invoice for a credit card by its transaction ID.

Revenue Comparison  Revenue comparison by location and season.

Sales by Employee Daily sales by employee and payment type.

Sales Report  Sales & receipts by payment type, date, and time.

Scheduled Payments  Scheduled payments on open invoices.

Scheduled Payments Results  Payment results of scheduled payments.

Team Credits Team credits issued to employees.

Top Sales by Customer  Customers ranked by sales total.

Top Sales By Employee  Employees ranked by sales total.

Transaction Summary  Transactions by transaction type including cash, check, or credit.

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Cash Basis

This report shows a Cash-Basis-to-Accrual-Basis comparison of GL revenue by facility and date.

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Category Sales

This report shows sales by sales category.

 

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Customer Accounts Receivable (AR)

This report shows customer accounts receivable by time period. 

Here's the dialog box for this report:

 

Here's sample output:

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Discount Report 

This report shows discounts applied by time period.

  

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Event Invoices

This report shows invoices for events.

 

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GL Report 

This report downloads or prints debits and credits by general ledger (GL) code.

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Paypal Transactions

This report finds an invoice for a credit card transaction from a transaction ID.

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Revenue Comparison

This report compares revenue by location and season.

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Sales by Employee

This report shows daily sales by employee and payment type.

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Sales Report

This report shows sales and receipts by payment type, date and time.

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Scheduled Payments

This report shows payment schedules on open invoices.

 

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Scheduled Payment Results

This report shows actual payment results of scheduled payments.

  A second search gives more detail:

 

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Team Credits

This report shows team credits issued to employees.

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Top Sales by Customer 

This report shows customers ranked by sales revenue.

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Top Sales By Employee 

This report shows employees ranked by sales revenue.

 

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Transaction Summary 

This report shows transactions by transaction type including cash, check, or credit.

 

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