Reports

Month To Date Totals

One-line month totals for the selected month and year.

Backend Home Print Report End Of Day Review Morning Import Bridge Freshness Imported Today Totals Audit Reconciliation Unmatched PDFs Report Search Reporting Module Monthly Checklist Month-End Nightly snapshot JSON Export CSV Export Excel JSON

Nightly email (live)

View the nightly report bundle anytime

Same sections and numbers as the scheduled nightly email (with current data for the date you pick). Currency columns use the same $ formatting as other reports.

Choose a date and click View nightly snapshot to load the full email bundle on this page.

Run Reports

Nightly and summary reports

Open End Of Day Review Open Morning Import Open Bridge Freshness Review Imported Appointments Open Reporting Module Monthly Reports Checklist Open Daily Appointment Operations

The nightly email job is ready for a 6pm schedule. For testing right now, this button sends it immediately using the configured Nightly Reports To Email setting.

Report Search

Find Customer PDFs by Name, Email, Phone, or Item

Search across indexed report files and linked customer/order data.

Month To Date Totals
Month/Year: May 2026

Results

Month To Date Totals

1 rows returned
PERIOD START DATE END DATE TOTAL CUSTOMERS NEW CUSTOMERS CASH EDWARDS CHECK CREDIT TOTAL SALES TOTAL SALES NO EDWARDS
May 2026 (Selected Month) 2026-05-01 2026-05-31 63 44 $187.97 $150.00 $67.41 $3,339.91 $3,949.28 $3,799.28