Product · Reporting

Reports you can hand to your accountant.

Revenue, sales tax, bookings, the daily manifest, guides, payroll, customers, and agent commissions. Pick a date range, then export.

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Reports read live from your bookings, so the number on screen is the number right now. Every report exports a spreadsheet that matches the filters you set.

RevenueBookingsDaily ManifestGuidesPayrollCustomersAgents
Jun 1 – Jun 30
Revenue by activity
CSV
ActivityGuestsTotalOutstanding
Wenatchee River Rafting412$36,668$2,140
Naches Canyon Kayak168$15,960$184
Sunset Float · Yakima290$13,050$0
How it works

Money

Revenue shows what's collected and what's still owed, by activity. Sales tax groups payments and refunds by tax rate, the way you file.

The day and the crew

The Daily Manifest is the day sheet, and Guides shows days worked and guests per guide. Payroll turns assignments into hours and estimated pay.

Customers and agents

Customers ranks guests by spend, with a Mailchimp export. Agents shows what each reseller is owed, at the rate in force when each booking was made.

What's included
  • An export on every report that follows your filters
  • A payroll file ready for QuickBooks Time
  • An export of any filtered list on the Bookings page
Good to know
  • Reports are for the Admin role.
  • There's no live QuickBooks sync, only exports.
  • Cancelled bookings don't count toward revenue, even if they were partly paid.
Common questions

Can I build a custom report?

No. Each report has a date range, plus a guide or activity filter where it helps. For anything else, open the export in a spreadsheet.

Does it connect to QuickBooks?

Payroll exports a file for QuickBooks Time, and the other reports export files your bookkeeper can import. There's no live accounting sync.

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