Financial Reports

Overview

Access detailed financial reports to track your revenue and bookings. Values are shown in your Operating Currency (e.g., £, $, €).

Accessing Reports

1. Go to Reports in the main navigation.
2. Select Financial Summary.
3. Filter by date range to see specific periods.

Available Report Types

1. Financial Summary

Your high-level dashboard for revenue. Use this to see:

• Total Revenue: Gross income from all bookings in the selected period.
• Stripe Fees: Estimated processing fees.
• Net Income: Your actual take-home revenue.

2. Staff Payroll

A breakdown of staff costs based on timesheets.

• Hours Worked: Total approved hours for each staff member.
• Total Pay: Calculated based on their hourly rate.
• Export: Download this as a CSV to send to your accountant or payroll software.

  Learn more about Exporting Payroll Data.

3. Session Occupancy

(Coming Soon) View which sessions are most popular and your average capacity utilization.

Export Options

You can export any report as a CSV file for use in Excel, Google Sheets, or Xero/QuickBooks.

1. Select your date range.
2. Click the Export CSV button in the top right.