Summary
The Reports page in FlowerBuddy allows you to generate detailed reports across your events. You can create event reports, tax reports, and payment reports with flexible filters for dates and statuses. Reports are queued and updated with timestamps once complete.
Instructions
Go to the Reports page to begin creating a new report.
Click the + New Report button.
Choose one of the three report types:
Event Report: One row per event with details like name, date, price, cost, profit, tax, and cost breakdown by category
Tax Report: One row per tax owed per event
Payments Report: One row per payment item, showing due date, payment status, amount paid, and date
Apply optional filters:
Select event statuses
Select start and end dates based on event data
Click Generate to begin the report.
The report will be added to the table with a status of In Progress or Pending.
Once completed:
Status will change to Completed
A timestamp will appear in the Created column
You can view the type, creation date, and configuration year for each report