Building Reports in Cashup
Follow the steps below to locate the reporting section and build accurate reports within the Cashup application.
Access the Reports Section
- Open the Cashup application.
- In the top‑left corner, click on Reports.
Build an Accurate Report
Inside the Reports section:
-
Select the Venue
- Only required if you manage more than one venue.
-
Choose the Area
- Pick the specific area or category you want to report on.
-
Select the Reporting Query
- Choose the type of report or data query you want to run.
-
Set the Date Range
- Apply the relevant dates for the information you need.
Once all selections are made, your report will automatically generate below.
Exporting Your Report
On the left-hand side of the generated report, you will see two export icons:
- PDF icon → Export the report as a PDF
- CSV icon → Export the report as a CSV file for spreadsheets or data analysis