Financial Reports

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.

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.

2.1. 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.

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.

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

If template is accidentally deleted , open back a previously generated Revenue Summary Report at the Report ID and copy the format.

1. Section Name
2. Select the Item or Service catagory
3. Select the Item or Service

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

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

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

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

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

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

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

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

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