Where to find it

Open Reports from the main navigation, then choose Reports in the side navigation.

Step by step

1

Choose the date range

Select the available week, month, or custom reporting period.

2

Review totals

Compare revenue, taxes, payment methods, and any outstanding or written-off amounts shown.

3

Use the breakdowns

Filter or group by session type, practitioner, or payment method where available.

4

Investigate differences

Open the source session, package, membership, or payment before making a correction.

5

Export when needed

Download the available report for bookkeeping and store it securely.

Important checks

  • Revenue and cash received may differ when invoices are unpaid or payments are deferred.
  • Refunds and write-offs should remain visible in the audit trail.
  • Reconcile Stripe payouts against Stripe, not only against booking dates.

Test safely: Use Firebase Dev and Stripe test mode for workflow tests. Do not create live client, payment, package, or membership records just to test a guide.