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. Employee Login Credentials: Your username and password for secure access.

1.2. Product & Service List: The product and services you wish to analyze.

1.3. VYROX VIP Platform Access: Ensure you are logged into the VYROX VIP platform.

2.1. Go to Financial Reports.

2.2. Enter your 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

2.4 Select Facility if you want to focus on revenue data from a particular facility within the Facility Bookings App.

2.5. Choose Invoice Type to analyze revenue from other service-related transactions.

2.6. Select Product Group to examine revenue across product groups in the POSERVA Point of Sales system.

2.7. Choose Product Item to view revenue details for specific products within the POSERVA Point of Sales system.

2.8. Click Add New Section if wish to create another revenue category and repeat the steps above for additional analysis.

3.1. Open Financial Reports from the menu.

3.2. Tap Select Template and choose your preferred report template.

3.3. 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.

3.4. If you’ve made any changes to the template, tap Save Template to keep your updates.

3.5. 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