Reports

Reports is a catalog of ready-made reports across sales, revenue, pipeline, lost business, lead sources, and more.

Using a report

Open one, set the date range and filters (venue, status, owner), and read it on screen — or export CSV for a spreadsheet. Financial reports use the same money engine as orders and payments, so exports reconcile with the app to the cent.

Privacy

Reports containing personal information show a PII notice; exports are for your organization's use.