financial_report
Differences
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| financial_report [2025/01/15 01:28] – [5. Add Template after accidentally delete template] yong | financial_report [2025/01/15 01:41] (current) – [3. Generating Revenue Summary Report] yong | ||
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| 2.9. Don’t forget to tap **Save Template** to save your changes. | 2.9. Don’t forget to tap **Save Template** to save your changes. | ||
| - | | {{:fs16.png? | + | | {{:fs17.png? |
| ===== 3. Generating Revenue Summary Report ===== | ===== 3. Generating Revenue Summary Report ===== | ||
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| 3.1. Open **Financial Reports** from the menu. | 3.1. Open **Financial Reports** from the menu. | ||
| - | 3.2. Tap **Select Template** and choose your preferred report template. | + | 3.2. Tap **New Revenue Summary** |
| - | 3.3. Tap **Pick Date Range** to select the timeframe for your revenue summary. You can focus the report | + | 3.3. Tap **Select Template** and choose |
| - | 3.4. If you’ve made any changes to the template, tap **Save Template** to keep your updates. | + | 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. |
| - | 3.5. Finally, tap **Generate** to complete the process and view your report. | + | 3.5. If you’ve made any changes to the template, tap **Save Template** to keep your updates. |
| + | 3.6. Finally, tap **Generate** to complete the process and view your report. | ||
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| ===== 4. Downloading Revenue Summary Report ===== | ===== 4. Downloading Revenue Summary Report ===== | ||
financial_report.1736904504.txt.gz · Last modified: by yong