Skip to content

REPORTS

Click the down arrow on the Report icon at left of screen, this opens two options.

  1. Payment Summary

  2. Seasonal Revenue

PAYMENT SUMMARY

Click on Payment Summary and it opens a Report Settings screen.

PAYMENT SUMMARY ICONS

Print

Download to a PDF document

Opens a YouTube video to help

Accessing the Payment Summary Report:

To access the payment summary report, expand the Report menu and then select the Payment Summary report from the menu.

add seasonal dates

Displaying Report Details and Sum:

Under the Report Settings section you can select which part of the report you would like to display.

Display Details: displays the body of the report where you will see the fine details based on the grouping selected. Display Sum: will display a sum of the Total Payment column at the bottom of the report.

Report Grouping:

Report grouping controls how the report is grouped by. Example:

  • Daily: will group up the report on YYYY-MM-DD

  • Weekly: will group up the report on YYYY-MM

  • Yearly: will group up the report on YYYY

add seasonal dates

Date Range Selection:

The date range selection allows you to quickly select the dates you need. You can click on the Today’s Date to select the current day or the Seasonal Dates from the drop down icon. Additionally you can manually select your dates by clicking in the from and to date picker fields.

add seasonal dates

Click on the Start Date, it opens a date screen. Click the green section of the date and select the start date. Do the same for the end date.

Column Selection:

The column selection allows you to either display the Payment Type column or not. If the payment type column is selected then you will have the details of the payments broken down by the payment type.

add seasonal dates

You can select Reservation ID and / or Payment Type for your report.

Print Report

Click on the printer icon once you have selected all the fields you require for your report.

Download Report

Click on the download icon once you have selected all the fields you require for your report, it will create a PDF version of the report.

Seasonal Revenue Report

The seasonal revenue report allows you to generate a financial report of the total revenue for services offered between the seasonal fiscal year dates. This report is often used to give to your accountant so they can see when the payment/revenue were received for services offered between the seasonal fiscal years.

This report is very similar to the Payment Summary report except that the payments are grouped up by the payment date for services/reservations that have been offered between the seasonal fiscal year.

add seasonal dates

Accessing the Seasonal Revenue Report:

To access the report expand the Report menu and then select the Seasonal Revenue report from the menu.

add seasonal dates

Displaying Report Details and Sum:

Under the Report Settings section you can select which part of the report you would like to display.

Display Details: displays the body of the report where you will see the fine details based on the grouping selected. Display Sum: will display a sum of the Total Payment column at the bottom of the report.

add seasonal dates

Report Grouping:¶

Report grouping controls how the report is grouped by. Example:

  • Daily: will group up the report on YYYY-MM-DD

  • Weekly: will group up the report on YYYY-MM

  • Yearly: will group up the report on YYYY

add seasonal dates

Seasonal Fiscal Year

The seasonal fiscal year allows you to pick a fiscal year from the dropdown. Based on the seasonal fiscal year selected the start and end dates will get populated automatically for you. Note: you will not be able to manually adjust these dates as they are strictly determined by your campgrounds seasonal dates.

Seasonal fiscal year consists of:

  • The end date of the previous seasonal years as the start date.

  • And the end date of the current seasonal year as the ending date.

add seasonal dates

Column Selection:¶

The column selection allows you to either display the Payment Type column or not. If the payment type column is selected then you will have the details of the payments broken down by the payment type.

add seasonal dates

Daily or Weekend Reservation Report

  1. Go to the Reservation Screen.

  2. Arrival Date – in the search field, add the arrival date for Daily Reservation Report.

  3. Res Status - type comp in the Search field (this will show all completed and incomplete reservations).

  4. Last Name - click on the Last Name Title to sort names alphabetically.

Signed Waiver – ensure that all waivers have been received. If any missing, call the customer, send them a new email with the document and have the customer fill-out the form and return.

  1. Create report – click on Printer Icon at top right hand corner

  2. Click all column selection items you need to display on the report.

  3. Click on the printer to print the report.