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Last modified by Isaac Mejia on 2026/02/05 15:22
From version 10.1
edited by Isaac Mejia
on 2026/02/05 15:08
Change comment: There is no comment for this version
To version 9.1
edited by Isaac Mejia
on 2025/12/15 16:15
Change comment: There is no comment for this version

Summary

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36 36  
37 37  The Sales by Category report can be pulled for any time frame and shows you the total revenue that you have during that time frame (regardless of how much you have received in payments)
38 38  
39 -[[image:kb-1487602117-1484357891-1.png]]
40 -[[image:kb-1487602117-1484357897-1.png]]
39 +image:kb-1487602117-1484357891-1.png
40 +image:kb-1487602117-1484357897-1.png
41 41  
42 42  All downloads from Member Manager are tab delimited files, simply save the file and open Excel and open the file, and it will be formatted into rows and columns for you.
43 43  
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47 47  
48 48  This report allows you to click on any part of it and see what invoices/members made up that amount of money that you received.
49 49  
50 -[[image:kb-1487602117-1484357903-1.png]]
51 -[[image:kb-1487602117-1484357909-1.png]]
50 +image:kb-1487602117-1484357903-1.png
51 +image:kb-1487602117-1484357909-1.png
52 52  If the deposits to your bank account don’t match simply click on the date/payment method and you will see a breakdown of the transactions involved
53 53  
54 -[[image:kb-1487602117-1484357915-1.png]]
54 +image:kb-1487602117-1484357915-1.png
55 55  **Outstanding Invoices:**
56 56  
57 57  This is a real time report so it is critical that you pull this report on the last day of the year to have an accurate reflection of what was outstanding at the end of your financial year.
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58 58  
59 59  If you think that some of those invoices are no longer collectable then we would recommend that you return the item in Member Manager which will create a negative sales reference thus lowering your total revenue for the year. If possible do it before the end of the year. See [[Refunding an Item.>>Refund-Item_1487471162.html]]
60 60  
61 -[[image:kb-1487602117-1484357921-1.png]]
61 +image:kb-1487602117-1484357921-1.png
62 62  Again make sure that you download and save this report as if you look at it 2 weeks or 2 months from now it could be completely different.
63 63  
64 64  **Appointments Outstanding:**
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65 65  
66 66  This report is only relevant for people that pre-sell packages and long term memberships that you might be required to reimburse your clients for. If you have been paid for appointments but haven’t yet provided them to the client then you “owe” the client these sessions and that is why this is looked at as a liability. This is a real time report so every time a client checks in Member Manager is adjusting how many appointments are outstanding so make sure you download and save this report at the end of the year!
67 67  
68 -[[image:kb-1487602117-1484357927-1.png]]
68 +image:kb-1487602117-1484357927-1.png
69 69   By reviewing your financial reports on a regular basis the foundation of your business is going to be nice and strong and you will be able to focus on new projects and new clients rather than scrambling to find the data you need to take care of the tax man!
70 70  
71 71  Have a great holiday season but make sure to take a few minutes to prepare for a profitable and growth filled New Year!