====== Financial Reports ======

===== VYROX VIP Financial Reporting Assistant =====

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 =====

Before you begin creating financial reports, ensure the following prerequisites:

1.1. Ensure you have your username and password for secure access.

1.2. Prepare the list of products and services you want to analyze.

1.3. Confirm that you are logged into the **VYROX VIP Platform**.

===== 2. Creating Revenue Summary Template =====

2.1. Open **Financial Reports** from the menu.

2.2. Enter the desired revenue category name in the **Section Name** field.

2.3. Use the **Facility Type** option to analyze revenue generated by 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 service-related transactions.

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 in the **POSERVA Point of Sales App. **

2.8. Tap **Add New Section** to create another revenue category and repeat the steps for further analysis.

2.9. Don’t forget to tap **Save Template** to save your changes.

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===== 3. Generating Revenue Summary Report =====

3.1. Open **Financial Reports** from the menu.

3.2. Tap **New Revenue Summary**

3.3. Tap **Select Template** and choose your preferred report template.

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. 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 =====

Go to **Financial Reports > Click on the Report ID of the Revenue Summary**

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===== 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.

  - Section Name 
  - Select the Item or Service catagory
  - Select the Item or Service

Remember to click **Save Template** first and then **Generate**. Otherwise the whole process need to be repeated.

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===== 6. Edit Catagory and Items or Services =====

**1)** Facility Type and Facility can be edited at Facilities setting

Go to **Settings > Facilities > Add ,Edit or Delete Facilities**

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Go to **Settings > Facilities > Facility Types > Add ,Edit or Delete Facilities Type**

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**2)** Invoice type can be edited at Rates, Fees and Charges setting

Go to **Settings > Rates, Fees and Charges > Edit Rates, Fees and Charges **

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**3)** Product Group and Product Item can be edited at Products setting

Go to **Settings > Products > Groups > Add ,Edit or Delete Product Group **

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Go to **Settings > Products > Items > Add ,Edit or Delete Product Item **

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