This report is used to show the actual profits and losses for your agency.
Reports > Financial Reports > Actual Profit/Loss
On the main Actual Profit/Loss Report page, select the type of report to produce, as selected from the following: Activity Category, Activity Name or Activity Number.
Click Continue to proceed to the specific report page.
Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.
The following fields are available on the Actual Profit/Loss Report page:
Name of Field |
Type |
Description |
Filters |
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Report Filter |
Date Range / Hyperlink |
The following filters are available on the Actual Profit/Loss Report page: Activity, Organization Department, Activity Category, Parent Season, Child Season, Transaction Date/Time Range, Revenue Site, Transaction Site and Financial Department.
Click the Report Filter link to learn more about reports and their filters. |
Options |
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Show Sub Totals? |
Checkbox |
Option to show subtotal amounts for each sub-grouping in the report. |
Summary Report |
Checkbox |
Option to produce a summary report.
Summary reports only display the amount totals for each sub-grouping in the report, while detailed reports list individual transactions, receipts, or fees (depending on the report type). |
Include Additional Charge? |
Checkbox |
Option to include additional charge amounts in the report. |
Show Other Transactions? |
Checkbox |
Option to include information related to POS items purchased at the same time that the activity was enrolled in, but not assigned as part of the activity’s merchandise |
Inner Grouping |
Dropdown list |
Option to group the report, as selected from a predefined list.
The options are: Receipt Number, Transaction Type and Transactions. |
Include Online Transactions? |
Checkbox |
Option to include data from transactions that were created on the customer (public access) site.
Note: This option is only visible to system users who do not have a multi-site user profile. |
Output Type |
Dropdown list |
The output type or format of the report, as selected from a predefined list.
The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel. |
Save Report Definition |
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Report Title |
Text | Option to save the report definition for later use.
Click the Report Filter link to learn more about report definitions. |