Financial reports

Activity Messenger provides you with complete financial reports. Reports are shown on screen and can be downloaded to Excel. Reports are always limited to a specific date range. For example, here is a Payment Reconcilion report for the month of March 2021.

Financial reports are always run on live data. If you are using Stripe, payments are reconciled live as well. You do not have to wait for the end of the month to access that information.

Financial reports come in different flavors. These are the reports availbale:

  • Payment reconciliation: Reconciles payments with sales.
  • Sales summary
  • Payments summary
  • Sales: Invoice items paid. You can filter to see not paid, cancelled and refunded items.
  • Payments: Payments received and refunded.

# Live dashboard

On the Dashboard, we also show you a live sales chart for the current month. You can easily identify your best sellers.

Next topic: Client account

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