Reports
Reports provides workspace-wide tables for event, payment, and tax information. It helps a florist compare records across events without opening each event page.
Use Events for event dates, status, people, and planning amounts. Use Payments for one row per scheduled balance or recorded payment. Use Taxes for one row per tax line applied to an event. Reports read current data. They do not post a payment, change an event, or file a tax return.
Reports are different from an event's History, which records actions on one event. The Inventory Report tab is also separate: it compares selected hard-good needs with stock.
Start by choosing the correct tab and its date and status filters, then select Refresh. The Events tab starts with Booked selected. Use Reset when you want to clear the current report filters. The table tools only work with the loaded result, so refresh after changing a filter.
Use work with report tables for search, table filters, columns, pages, and CSV export.
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