EOFY time? Make your end-year reporting a cinch by generating your financial reports within minutes!

Instructions:

  1. Go to Balance (in Finance). 
  2. Navigate to the table header and click on the options menu (three vertical dots, located beside the dollar amount of your Current Balance). Next, click on Export as CSV to select.
  3. In the popup window, tick to select Include Billing Information, to also include your customers' information in the report. 
  4. Make sure to leave  Itemise each transaction unchecked.
  5. Click on Export  to download your file (CSV format).

In the CSV download, the Items column will give you the class name, session, and ticket type. Note that to get the information you need, you many need to do some manual calculations.

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