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--- financial_report [2025/01/11 06:53] – patrickau
+++ financial_report [2025/01/15 01:41] (current) – [3. Generating Revenue Summary Report] yong
@@ Line 1: / Line 1: @@
 ====== Financial Reports ======
-===== Welcome to VYROX VIP Financial Reporting Assistant =====
+===== VYROX VIP Financial Reporting Assistant =====
-This guide helps you easily create professional and detailed financial reports for your products and services. Quickly uncover important insights about your business performance with just a few simple steps.
+This guide helps you easily create custom professional and detailed financial reports for your products and services. Quickly uncover important insights about your business performance with just a few simple steps.
 ===== 1. Getting Started =====
-. **Employee Login Credentials**: Your username and password for secure access.
+Before you begin creating financial reports, ensure the following prerequisites:
-. **Product & Service List**: The items you wish to analyze.
+.1. Ensure you have your username and password for secure access.
-. **Platform Access**: Ensure you are logged into the VYROX VIP platform.
+.2. Prepare the list of products and services you want to analyze.
-. Creating your own revenue summary template
+.3. Confirm that you are logged into the **VYROX VIP Platform**.
-.1. Go to ** Financial Reports **
+===== 2. Creating Revenue Summary Template =====
-.2. Fill in revenue catagories name in Section Name
+.1. Open **Financial Reports** from the menu.
-.3. Select facility type for
+.2. Enter the desired revenue category name in the **Section Name** field.
-.4 Select facility for
+.3. Use the **Facility Type** option to analyze revenue generated by the **Facility Bookings App**.
-.5. Select Invoice Type
+.4. Select **Facility** to focus on revenue data from a specific facility within the **Facility Bookings App**.
+.5. Choose **Invoice Type** to analyze revenue from service-related transactions.
-**> New Revenue Summary > Fill in details > Generate **
+.6. Select **Product Group** to review revenue across product groups in the **POSERVA Point of Sales App. **
-Details include:
+.7. Choose **Product Item** to view revenue details for specific products in the **POSERVA Point of Sales App. **
-  - Pick Date Range
+.8. Tap **Add New Section** to create another revenue category and repeat the steps for further analysis.
-  - Select Template (optional)
-  - Name of Product and Services
-  - Choose Product and Services Catagory
-  - Select Item
-  - Add New Section (optional)
-|  {{:fr1.png?nolink}}  |
+.9. Don’t forget to tap **Save Template** to save your changes.
-==== 2.2 Add and Save New Template ====
+|  {{:fs17.png?nolink}}  |
-Go to **Financial Reports > New Revenue Summary > Fill in details > Save Template .**
+===== 3. Generating Revenue Summary Report =====
-|  {{:fr2.png?nolink}}  |
+.1. Open **Financial Reports** from the menu.
-==== 2.3 Add New Revenue Summary using template ====
+.2. Tap **New Revenue Summary**
-After saving template , to use template again , Go to **Financial Reports > New Revenue Summary > Select Template > Generate **
+.3. Tap **Select Template** and choose your preferred report template.
-|  {{:fr3.png?nolink}}  |
+.4. Tap **Pick Date Range** to select the timeframe for your revenue summary. You can focus the report on specific periods like daily, monthly, quarterly, or a custom range to suit your needs.
-==== 2.4 Delete Template ====
+.5. If you’ve made any changes to the template, tap **Save Template** to keep your updates.
-Go to **Financial Reports > New Revenue Summary > Select Template > Delete **
+.6. Finally, tap **Generate** to complete the process and view your report.
-|  {{:fr4.png?nolink}}  |
+|  {{:fs16.png?nolink|}}  |
-==== 2.5 Delete Revenue Summary ====
+|  {{:fs18.png?nolink}}  |
-Go to **Financial Reports > Select Revenue Summary > Delete **
+|  {{:fs19.png?nolink}}  |
+===== 4. Downloading Revenue Summary Report =====
-|  {{:fr5.png?nolink}}  |
-==== 2.6 Revenue Summary Report ====
 Go to **Financial Reports > Click on the Report ID of the Revenue Summary**
@@ Line 72: / Line 64: @@
 |  {{:rs7.png?nolink}}  |
-==== 2.7 Add Template after accidentally delete template ====
+===== 5. Add Template After Accidentally Delete Template =====
 If template is accidentally deleted , open back a previously generated Revenue Summary Report at the **Report ID** and copy the format.
@@ Line 84: / Line 76: @@
 |  {{:fs10.png?nolink}}  |
-==== 2.8 Edit Catagory and Items or Services ====
+===== 6. Edit Catagory and Items or Services =====
 **1)** Facility Type and Facility can be edited at Facilities setting
@@ Line 90: / Line 82: @@
 Go to **Settings > Facilities > Add ,Edit or Delete Facilities**
-|  {{:fs11.png}}  |
+|  {{:fs11.png?nolink}}  |
 Go to **Settings > Facilities > Facility Types > Add ,Edit or Delete Facilities Type**
-|  {{:fs12.png}}  |
+|  {{:fs12.png?nolink}}  |
 **2)** Invoice type can be edited at Rates, Fees and Charges setting
@@ Line 100: / Line 92: @@
 Go to **Settings > Rates, Fees and Charges > Edit Rates, Fees and Charges **
-|  {{:fs3.png}}  |
+|  {{:fs3.png?nolink}}  |
 **3)** Product Group and Product Item can be edited at Products setting
@@ Line 106: / Line 98: @@
 Go to **Settings > Products > Groups > Add ,Edit or Delete Product Group **
-|  {{:fs14.png}}  |
+|  {{:fs14.png?nolink}}  |
 Go to **Settings > Products > Items > Add ,Edit or Delete Product Item **
-|  {{:fs15.png}}  |
+|  {{:fs15.png?nolink}}  |