Reports
The Reports page provides access to paginated financial reports and an accounting file export tool. It defaults to the Financial Reports panel when selected.
Financial Reports
Financial reports for general sales, wash plans, transactions, site operations, cash transactions, payment card transactions, deposits, accounts, and security auditing.
- Account Report
- Bank Deposit Report
- Credit Card Report
- Device Cash Report
- General Sales Report
- Operations Activity Report
- Plan Analysis Report
- Plan Customer Detail Report
- Transaction Report V1
- Transaction Report V2
- XPT Cash Audit Report
- House Account Activity Report
- Prepaid Product Balance Report
- Security Audit Report
Accounting Export
Generate and download CSV export files of items, accounts, transactions, sites, and profit centers, which can then be imported in 3rd-party accounting apps, such as QuickBooks.