← Finance & receipts

How to view finance reports

Updated Thu Jun 04 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

Finance reports give you revenue totals broken down by tax, accounting category, and payment provider. You need the Admin role.

View a report

The Finance page with Daily, Monthly, and Yearly report tabs

  1. Go to Admin → Finance.
  2. Choose the Daily, Monthly, or Yearly tab and pick the period.
  3. Open a report row to see the detail.
  4. If a PDF is available, use Download to open it.

What's in a report

  • Payment providers — Stripe and Cash Register Holdings (cash), each showing collected, reimbursed, and total.
  • Accountings — net, tax, and gross per revenue category.
  • Taxes — totals per tax rate.
  • Totals — total net, total tax, and the grand total.

Why is today's report missing?

Reports are generated automatically after a period closes — today's daily report isn't created until the day ends. You don't generate reports manually.