Do you want to filter transactions by categories, like Apparel, Licensing, and such? You can do that through the Transactions by Category report.
Financial reporting is a crucial feature in SPARK MINDS, enabling users to track income, expenses, and other financial metrics effectively. This guide provides an overview of the available reporting features, step-by-step instructions for generating various reports, and tips for optimizing their use.
Left Side Menu Bar > Reports > under Financial section > Transactions by Category
Under "Financial Transactions by Income Category" page, you can view all your income categories by selecting which category you would like to see, selecting the date range you prefer, and clicking "Run Report".
Additionally, you can export the report to CSV format for advanced data manipulation and analysis. This allows you to organize the data by months and categories using spreadsheet software.
Monthly Breakdown of Membership Fees, Goods Sold, and Events
To create a detailed breakdown of monthly membership fees, goods sold, and events:
Go to Reports > Transactions by Category.
Set your desired date range (e.g., entire year).
Leave the category section at "Select Income Category" to include all categories for the selected time frame.
Export the report to CSV format.
Use spreadsheet software (e.g., Excel) to organize the data by months and categories, creating separate sheets if needed.
Note: Financial transactions by category have no refunds in the account but shows what you collect instead.
Regularly updating product categories and using filters effectively can further enhance the accuracy and utility of your financial reports.