INTRODUCTION
Feature Summary: Create and download a daily revenue report.
Use Cases: System users get a quick overview of daily revenue for any period.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click TRANSACTIONS > DAILY REVENUE.
Click the calendar icon to set the time period (month and year) for the line graph.
Scroll down the page to view two reports for the same time period: SALES REPORT and PAYMENT SUMMARY.
Detailed Daily Reporting
Hover a point on the line graph to display more payment information.
The two reports display data for that specific graph point.
Exporting the Chart
Once the Daily Revenue Report has been generated, you can export or print the chart data directly from the report view. Select the menu icon in the upper-right corner of the chart to access the following options:
Print chart - Sends the chart to your browser's print dialog.
Download PNG image - Downloads a static image of the chart in PNG format.
Download JPEG image - Downloads a static image of the chart in JPEG format.
Download PDF document - Downloads a PDF version of the chart.
Download SVG vector image - Downloads the chart as a scalable vector graphic, suitable for high-resolution use.
Audit Log
Every time a Daily Revenue Report is exported, CourtReserve logs the action automatically. You can review this activity in the Audit Log.
Note: The audit log entry is created at the time of export and reflects the specific report type and date range selected.
Downloading the Sales Report and Payment Summary
Click the Export button to save the table data as .xlsx files.
