Generate Revenue report by Category

We have need to see what the category breakdown is for daily revenue.   We have access to the daily revenue report and see the transactions listed by item, but our main issue is when there are multiple items in one booking.  Our only solution as of now is to check each invoice of that specific booking to see the categorized breakdown.  There is no way to extract the category breakdowns.  An export to excel offers a chance to sort by category, but when multiple items are included in the line, then we need to manually check for the revenue in each category.

We need to generate a report that can provide us the category breakdown for multiple item bookings.  Can you suggest a feature we can utilize to access the necessary information?

Comments

  • Hi kellyherrick,

    Thanks for your contribution to our forum.

    We always appreciate hearing our client's feedback on features that would make the system more valuable and efficient for them, as it is an important part of how our team prioritizes new features. 
    I have added your comments to the list of interested customers so that our product team can track the number of requests for this feature to help them prioritize their efforts.

    In the meantime, you may find useful using the Transaction report that allows for filtering for each category total separately.

    Thanks for providing your feedback, and feel free to let us know if you have any further questions.

    Lenka 
    Checkfront Support Team
Sign In or Register to comment.