The Categories Report shows the financial data from all invoiced items sorted by categories to display total invoiced amount (Revenue) or paid amount (Payment).
What can you use this Report for?
Generate this report to track which areas of the Practice are doing well and others that could do better.
Filters and Options
| Filters | Description |
| Date | Item invoiced or paid within the timeframe (depending on the Type selected). |
| Locations | Invoice Location or Payment Location (depending on the Type selected). |
| Categories | Select All or Specific categories to include in the report. |
| Type | Select to display invoices amount (Revenue) or paid amount (Payment). |
What is displayed in the report?
- The Summary table displays all Categories that have generated Revenue or received Payments with the total amount for each.
- Below are tables regrouping all Revenue generated or Payments received by every staff member for each Category.
| Column | Description |
| Category | Category attributed to invoiced items. |
| Amount | Total amount invoiced or paid (including sales tax). |
| Tax | Total amount of sales tax invoiced or received. |
Tips and Tricks
Passes sold and items added manually to an invoice will be counted in the “No Category” category.
The Categories report totals will not match the Banking report figures if Account Credits are added or used.