Introduction to FareHarbor Reports
Looking to dive into the world of FareHarbor reporting? This webinar is a perfect place to start! This session will include the following:
- Reports terminology
- Advanced reports: Sales, Bookings, Customers, Custom Field Answers
- Navigating, customizing and saving reports
Frequently Asked Questions
This is because Payouts and Sales reports have different purposes and are generated in different ways. You may find that the numbers on them don’t always match. This is normal!
To review what each report does:
- Sales reports (including Revenue by Type) show all payments and refunds created within a specific date range. These reports are best used for tracking total revenue collected for taxes and business reporting.
- The Payouts report shows credit card payments and credit card refunds and is best used to track daily deposits and validate bank statements.
Here are the most common reasons for discrepancies between these reports:
- In most cases, discrepancies between the two reports are due to how refunds are reflected in payouts.
- Payouts can also include invoice payments, whereas Sales reports do not
- Payouts can also include transfers from your refund reserve, whereas Sales reports do not
The best option for his is to utilize the Contacts report in your Dashboard. The Contacts report allows you to view and download customer information—such as names, email addresses, and phone numbers—for a specific date range and set of booking criteria.
To locate this report, navigate to the Reports section of your Dashboard. The Contacts report will be located in the Reports menu, below Invoices.
There are many different ways you can use the Contacts report to collect the contact information you need. Here are just a few examples:
- Gather phone numbers of customers who are participating in a specific activity
- View a list of all customers booked by a specific affiliate
- Compile your customers’ contact information for an email campaign or another form of outreach
By default, anyone listed on your Dashboard as a Director will have access to the Reports tab. If you would like specific staff to have access to your reports, you can upgrade them to a director or create a custom permission group allowing them to view reports. There is some flexibility in terms of what reports can be accessed based on the user. If you need help with this just let our Support Team know!
Definitely! Once you’ve set up a report with the date range, filters, and display settings that you want, you can save your preferences with a few simple clicks. Saved reports allow you to easily access a collection of report settings without having to re-apply them every time.
Once you’re happy with your settings, you’re ready to save the report. Follow the steps below.
- Open the Saved reports menu
- Click New saved report
- Enter a name for your report
- Optional: Add a note
- Click the Create button
This is possible if you work with multiple FareHarbor Dashboards as an outside user. You can compare data from all Dashboards you have and access it in a single report. To do this, you will need to have Owner or Director-level permissions on each Dashboard you want to report on.
For more information on running a report across multiple Dashboards view this help page.