What reports do I have access to in Moxie Suite?
This article reviews what reports you can view and export in your Moxie Suite Account.
- Transactions Report
- The transaction report will provide you with a line-by-line list of all payment transactions that have happened on Moxie Suite.
- This is most useful when wanting to see & download a history of all your activity.
- Review this article on how to access your Transaction Report.
- Client Report
- The client report will provide you with a line-by-line list of all your clients, their contact information, as well as their visits and spending history with you.
- This is most useful when wanting to review your VIP clients, overdue clients, and any other targeted marketing efforts that require a detailed view of your client's interaction with your business.
- Review this article on how to access your Client Report.
- Payouts Report
- The payouts report will provide you with a line-by-line list of your Stripe payouts, including initiated date and arrival date of payment into your account.
- This is most useful when wanting to see when you will receive funds in your bank account.
- Review this article on how to access your Payouts Report.
- Sales Report
- The sales report will provide you with all of the key information on how your business is performing. More than a report, this is a dashboard that can be filtered by date and will show you your Total Sales, Average Order Value, and Total Transactions, as well as the line-by-line breakdown of sales and a breakout of Revenue (including tips, refunds, tax, etc.).
- This will be your most frequently used report as you can see how the business has been performing on a daily, weekly, monthly, quarterly, and yearly basis. In essence, it is a screenshot of your performance.
- Review this article on how to access your Sales Report.
