Finance and inventory
Read and reconcile gym reports
Use the same period and scope when comparing figures.
The tour highlights tools and explains them. You enter data and confirm any operation yourself after closing the tour.
Before you begin
Identify the question you want to answer and the relevant dates.
How to do it
Set the reporting period
Choose start and end dates and the available scope filters. Apply them and check the displayed range.
Read each measure in context
Review collections, expenses, balances and other available totals by their labels. A balance owed and cash collected describe different things.
Trace an unusual figure
Open or compare the underlying receipts, sales, payments or expenses. Correct the original record through its own workflow and then refresh the report.
Check the result
The report period is clear and any important difference can be traced to source records.
Useful guidance
Avoid comparing reports with different dates, filters or payment definitions.