In the “Financial” subsection, analytical reports are available that display cash flow data at the club’s cash desks and the dynamics of staff salaries. The specified reports are generated for the selected period.
Cashier
The Cashiertab displays the dynamics of cash flow in sections by type (left) and cash register (right).
Under the graphs there is a scale displaying the number of paid orders and a report settings panel:
- Payment date - the reporting period is set manually from the keyboard (in the format dd.mm.yyyy) through a dash or selected from the drop-down calendar. If the Payment datefield is not filled in, the report is generated for the current month;
- Cashier- cash register, the data of which is displayed on the chart. If the field is not filled in, the data of all cash registers is displayed;
- Status - application status. Using this field it is convenient to monitor, for example, the dynamics of unfinished requests in order to identify the reasons for their occurrence.
Once the report settings are configured, click the Create Report button to apply the changes.
After clicking the Create report button, a pivot table with a breakdown of the report data will be displayed at the bottom of the window. Click the Create report in XLSX format or Create report in PDF button to save the table in the appropriate format. To print the report data, click the
. This opens your browser's standard print settings window.
Salary
The Salary tabdisplays the dynamics of employee payroll monthly (on the left) and for the last month (on the right).
Under the graphical display there is a report settings panel:
- Created - reporting period, including payroll dates. The period is set manually from the keyboard (in the format dd.mm.yyyy) through a dash or selected from the drop-down calendar. If the Created field is not filled in, the report is generated without a time limit;
- Employee- employee to whom salary is accrued;
- Amount- the amount of accrued salary.
Once the report settings are configured, click the Create Report button to apply the changes. After this, a summary table with a breakdown of the report data will be displayed at the bottom of the window. Click the Create report in XLSX format or Create report in PDF button to save the table in the appropriate format. To print the report data, click the
. This opens your browser's standard print settings window.