Financial Summary Lite - Mobile Friendly

Mobile friendly version of the report Financial Summary.

Only Trial Balance can only be seen on this report to fit inside the mobile view.



Start Date - start date of sales in range.

End Date - end date of sales in range.

Show Sessions on Deferred Basis - by default, session revenue is recognized when the payment is received.  Optionally, you can report session revenue on an accrual basis.

Location - filter the report values by location.

Group By - select the column by which the report should be grouped for summaries

Transaction Source Category - filter where the transaction is created through Online or On-Site.

Transaction Source Type - filter what type of transaction source it is. 

Trial Balance Section

The trial balance section is the debit and credit section of the report formatted in a trial balance format.

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