Reports
3 articles
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Where can I find reports for members who have outstanding balances?
Navigate from the dashboard to Reports > Sales Revenue Scroll down to the Invoice section Search for failed closed payments, in the search bar There will be multiple closed/failed invoices for one transaction if the payment failed more than once. Update the Status filter to "Open" to see open invoices AB 4/21/20
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Reports
Reports are built-in tools to help you review and understand your Sales Revenue, Stripe Transfers, and Reservable Resource usage. From the dashboard, navigate to Reports . Select the type of report from the drop-down menu Sales Revenue Reports Key Performance Indicators (KPIs) Revenue comparison of current and last month (Line Graph) Revenue by Type (Pie Chart) Net $ / Expenses (Pie Chart) Total Transactions (Amount) Comparison to the previous month (Amount) Estimated total at end…
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Member Roll
Member Roll This feature is created to give you a better overview of your monthly membership dues. Go to Reports > Member Roll to see an overview of all of your monthly recurring charges and upcoming dates. The report also gives you a really quick overview of the value of discounts and add-ons in your space.