All CollectionsReportsFinancial ReportsFinancial ReportsReports covering revenue, payments, and financial performance.7 articlesLocation Toggle Added to Revenue ReportUnderstanding the Revenue ReportA full walkthrough of every filter, tile, chart, and export in the Revenue Report, including how to read the Is Tax Line Item / Is Taxable Line Item columns.Understanding the Credit Utilization ReportWalkthrough of the Credit Utilization report's filters and columns, including how the utilization rate is calculated and why credit limits show blank for some customers.Understanding the Accounts Receivable ReportWalkthrough of the Accounts Receivable report's as-of date filter, aging tiles, and the Receivables By Customer table.Understanding the Payments ReportWalkthrough of the Payments report's filters, summary tiles, charts, and the Payments detail table.How to Pull Your Sales Tax NumbersHow to pull sales tax totals from the Chart of Accounts or the Revenue Report, including how to filter and sum taxable, nontaxable, tax, and HET line items.Understanding the Renters ReportWalkthrough of the Renters report's three tabs (Order KPIs, Volume YTD, Volume MTD), their filters, tiles, and tables.