Financial Report

Open Reports → Financial to review a completed monthly reporting period.

Select a period

Choose a year and month. The current period may not be available until it is complete.

What the report shows

• Order count
• Total sales and gross totals
• Menuella fees
• Transaction fees
• Canceled-order totals
• Orders in the selected period with order number, date, payment method, net amount, and gross amount

Select an order in the table to open its details. Use the table pagination and rows-per-page controls to browse the period.

Documents

The Financial page provides downloads for the period's settlement overview and order list. For the complete download workflow, see Download Financial Documents.