How do I create custom income reports?

1 min. readlast update: 10.17.2023

As long as you are logged in and have access to financials you will find the Custom Income Report link under the Financials tab. 

Getting Started:

undefined

Clicking this link will allow you to create a new report or access reports you have made historically and saved. 

When creating reports we provide you with every possible user/client data field, timeline filtering, item or sellable type filter, membership filter, and more. Select the options most relevant to the report you are creating and be sure to enter a name and save the report. 

When you click to generate the report it will be automatically downloaded to your computer in CSV or XLS format. 

Was this article helpful?