Summary
A printable report of everything that is shown in the close the day screen at that time. Allows for printing the activity for review without having to go to the close the day screen.
This report details the daily deposits, receipts, transactions, and down payments for the selected parameters, performed by designated employee. All figures are presented in gross amounts.
Parameter Filters
- Location(s)
- Provider(s)
- Breakdown by Location or Provider
- Capability to select Login
Please follow the steps outlined below to access and generate the Today's Financial Report
Step 1 - Click on Reports
Step 2 - Enter the report name into the Search box or navigate to the Financial section and select the desired report
Step 3 - Select filters desired, then click Preview
The results are displayed in the screenshots below
Example Results for Payments
Example results for Adjustment and Charges
As always, if you have any further questions, please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.