In Details, you can easily generate a report to track the sales tax you’ve collected. These reports can be customized based on a specific time frame, event type, Event Lead, and more.
To get started, navigate to the Event Totals page, found under 'Reports' in the Main Menu.
Once on the Event Totals page, use the Search section to filter events based on your chosen criteria. For example, enter dates in the After Date and Before Date fields to define a specific event date range (e.g., sales tax collected in January).
You can further refine your results using the Filters section to focus on particular team members, event types, or other attributes.
After setting your filters, use the Showing drop-down menu to specify which events you'd like to include in the report—such as Current, Past, Did Not Book, and so on.
Once your results are displayed in the Event Totals section, click the Settings menu in the top right corner. This lets you customize which columns appear in your report.
For this example, focus on toggling on the relevant tax-related columns, such as Labor Tax, Service Tax, and Product Tax.
When your report looks the way you want, click the Export button in the top right corner. Your report will download as a CSV file, ready to open in your preferred spreadsheet program for further review or sharing.
