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financial_report [2025/01/11 09:08] – patrickaufinancial_report [2025/01/15 01:41] (current) – [3. Generating Revenue Summary Report] yong
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 Before you begin creating financial reports, ensure the following prerequisites: Before you begin creating financial reports, ensure the following prerequisites:
  
-1.1. **Employee Login Credentials**: Your username and password for secure access.+1.1. Ensure you have your username and password for secure access.
  
-1.2. **Product & Service List**: The product and services you wish to analyze.+1.2. Prepare the list of products and services you want to analyze.
  
-1.3. **VYROX VIP Platform Access**: Ensure you are logged into the VYROX VIP platform.+1.3. Confirm that you are logged into the **VYROX VIP Platform**.
  
 ===== 2. Creating Revenue Summary Template ===== ===== 2. Creating Revenue Summary Template =====
  
-2.1. Go to** Financial Reports**.+2.1. Open **Financial Reports** from the menu.
  
-2.2. Enter your desired revenue category name in the **Section Name** field.+2.2. Enter the desired revenue category name in the **Section Name** field.
  
-2.3. Use **Facility Type** option if you wish to analyze revenue generated by **Facility Bookings** App+2.3. Use the **Facility Type** option to analyze revenue generated by the **Facility Bookings App**.
  
-2.4 Select **Facility** if you want to focus on revenue data from a particular facility within the **Facility Bookings** App.+2.4. Select **Facility** to focus on revenue data from a specific facility within the **Facility Bookings App**.
  
-2.5. Choose **Invoice Type** to analyze revenue from other service-related transactions.+2.5. Choose **Invoice Type** to analyze revenue from service-related transactions.
  
-2.6. Select **Product Group** to examine revenue across product groups in the **POSERVA Point of Sales** system.+2.6. Select **Product Group** to review revenue across product groups in the **POSERVA Point of Sales App. **
  
-2.7. Choose **Product Item** to view revenue details for specific products within the **POSERVA Point of Sales** system.+2.7. Choose **Product Item** to view revenue details for specific products in the **POSERVA Point of Sales App. **
  
-2.8. Click **Add New Section **if wish to create another revenue category and repeat the steps above for additional analysis.+2.8. Tap **Add New Section** to create another revenue category and repeat the steps for further analysis.
  
-|  {{:fs16.png?nolink}}  |+2.9. Don’t forget to tap **Save Template** to save your changes.
  
-===== 3. Generating Revenue Summary  =====+|  {{:fs17.png?nolink}}  |
  
-3.1. Go to** Financial Reports**.+===== 3. Generating Revenue Summary Report =====
  
-3.2. Click Select Template to choose your desired template.+3.1. Open **Financial Reports** from the menu.
  
-3.3. Then, Click **Pick Date Range** that corresponds to the period for which you wish to generate the revenue summary. This allows you to focus the report on specific timeframes such as daily, monthly, quarterly, or custom ranges, depending on your reporting needs.+3.2. Tap **New Revenue Summary**
  
-3.4. Click Save Template if you have modified the template.+3.3. Tap **Select Template** and choose your preferred report template.
  
-3.5. Click Generate to complete process.+3.4. 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.
  
-|  {{:fr1.png?nolink}}  |+3.5. If you’ve made any changes to the template, tap **Save Template** to keep your updates.
  
-==== 2.2 Add and Save New Template ====+3.6. Finally, tap **Generate** to complete the process and view your report.
  
-Go to **Financial Reports > New Revenue Summary > Fill in details > Save Template .**+|  {{:fs16.png?nolink|}}  |
  
-|  {{:fr2.png?nolink}}  |+|  {{:fs18.png?nolink}}  |
  
-==== 2.3 Add New Revenue Summary using template ==== +|  {{:fs19.png?nolink}}  | 
- +===== 4. Downloading Revenue Summary Report =====
-After saving template , to use template again , Go to **Financial Reports > New Revenue Summary > Select Template > Generate ** +
- +
-|  {{:fr3.png?nolink}}  | +
- +
-==== 2.4 Delete Template ==== +
- +
-Go to **Financial Reports > New Revenue Summary > Select Template > Delete ** +
- +
-|  {{:fr4.png?nolink}}  | +
- +
-==== 2.5 Delete Revenue Summary ==== +
- +
-Go to **Financial Reports > Select Revenue Summary > Delete ** +
- +
-|  {{:fr5.png?nolink}}  | +
- +
-==== 2.6 Revenue Summary Report ====+
  
 Go to **Financial Reports > Click on the Report ID of the Revenue Summary** Go to **Financial Reports > Click on the Report ID of the Revenue Summary**
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 |  {{:rs7.png?nolink}}  | |  {{: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. If template is accidentally deleted , open back a previously generated Revenue Summary Report at the **Report ID** and copy the format.
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 |  {{:fs10.png?nolink}}  | |  {{: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 **1)** Facility Type and Facility can be edited at Facilities setting
financial_report.1736586522.txt.gz · Last modified: by patrickau