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Find the data you need to strengthen and build your business.

Categories Report

Austin Written by Austin
... on a fabulous February day.

📖 In This Article

What can you use this Report for?
Filters and Options
What is displayed in the report?
Tips and Tricks

The Categories Report shows the financial data from all invoiced items sorted by categories to display total invoiced amount (Revenue) or paid amount (Payment).

What can you use this Report for?

Generate this report to track which areas of the Practice are doing well and others that could do better.

Filters and Options

Filters Description
Date Item invoiced or paid within the timeframe (depending on the Type selected).
Locations Invoice Location or Payment Location (depending on the Type selected).
Categories Select All or Specific categories to include in the report.
Type Select to display invoices amount (Revenue) or paid amount (Payment).

What is displayed in the report?

  • The Summary table displays all Categories that have generated Revenue or received Payments with the total amount for each.
  • Below are tables regrouping all Revenue generated or Payments received by every staff member for each Category.
Column Description
Category Category attributed to invoiced items.
Amount Total amount invoiced or paid (including sales tax).
Tax Total amount of sales tax invoiced or received.

Tips and Tricks

Passes sold and items added manually to an invoice will be counted in the “No Category” category.

The Categories report totals will not match the Banking report figures if Account Credits are added or used.

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