Overview

The Financial Details report gives you a searchable, invoice-level view of your business's financials in one place. It is new in Paw Metrics 2.0 and is currently in Beta.

Use it to answer questions like "Which invoices checked out last week are still unpaid?" or "How much did we collect by card this month?" without piecing together several reports.

With this report you can:

• Filter by Date Range, Invoice Status, Invoice Type, Payment Status, and Payment Mode
• See invoice, customer, payment, adjustment, tip, and balance details in one searchable table, with currency and dates formatted for your business
• Choose which columns to show, so the table holds only the fields you care about
• Collapse the filter bar with Show/Hide Filters to give the table more room
• Export the results
• Save your filter and column setup as a Saved View and share it with your whole team

Send feedback or report issues to puppylove@runloyal.com.

TABLE OF CONTENTS

• Overview
• Requirements
• Portal Path
• How to view financial reports?
• More Information

Requirements

Open your portal using Google Chrome on a desktop or laptop.

Before running this report, make sure you:

• Have access to the Business Portal
• Have permission to access Paw Metrics reports

Portal Path

Financial Details Report (Beta)

Engagement > Paw Metrics > New > Financial Report

How to view financial reports?

This video demonstrates how to generate and manage financial reports of the business. You will learn to access report menus, apply filters, export reports, search and customize views for detailed financial analysis.

1. Paw Metrics

Click New to start creating a new financial report.

2. Review Financial Report Description

The description about the financial details report is given here. It replaces eight report categories with one dynamic report. Here is the list of the eight reports it replaces.

3. View Folded Reports List

Click Folded in — 8 reports, all still available to see the list of reports included in the dynamic financial report. This helps to understand the consolidated data sources.

4. Open Financial Report

Click Open financial report.

5. Financial Report

6. Access Additional Filters

Click here to access additional filtering options for the financial report. This helps refine the report data further.

7. Open Filter Options

Click here to open the filter options menu for the financial report. This facilitates selection of filter criteria.

8. Select Report Duration

Select here the duration period for which the report needs to be generated or from date to date and then select Apply.

9. Select Saved Views

For saved views, select here.

10. Saved View

Saved customized view is listed here.

11. Delete Saved View

You can delete the view by clicking on the delete button.

12. Confirm View Deletion

Click Delete to confirm removal of the selected saved view from the financial reports. This action is irreversible.

13. Search

Search option is available to search the reports based on criteria like invoices, customers etc.,

14. Select All or Reset to default

In Columns, Click Select all columns or Reset to default list of columns.

More Information

For more information on how to use paw metrics, please refer to this article: How To Use Paw Metrics

For more information on  Paw Metrics (Reports) – Overview and How to Use, please refer to this article: Pawmetrics (Reports) – Overview and How to Use