Skip to main content
Must know
  • Available on plans that include Reports — if you don’t see them, ask your Uplifter contact.
  • Ledger reports are cash-basis and cover GL-coded revenue — they don’t include tax; use Tax Collection for that.
  • Aged Receivables buckets all outstanding balances by age, not just past-due ones; Adyen Settlements show gross/fees/net, not interchange detail.
Under Reports, five report types cover your money. Here’s what each answers. Revenue — how much you earned, sliced different ways:
  • Revenue by Program, Revenue by Product, Revenue by Category Level
  • Revenue by Category × Location (net revenue per GL-code category and facility)
  • Revenue Details (line-item level) and Monthly Revenue (month over month)
Invoices — what you’ve billed and what’s outstanding:
  • Invoices — Detailed and Invoices — Summary
  • Invoices — Unbalanced (totals that don’t reconcile, or overpaid)
  • Aged Receivables — outstanding balances bucketed by age
Payments — money collected and its reconciliation:
  • Payments–Invoice Summary and Invoice–Payment Reconciliation
  • Payment Reconciliation (matched to the processor transaction)
  • Payment Revenue Ledger (payments allocated to revenue GL codes)
  • Adyen Settlements (payout batches with gross, fees, and net)
  • Gift Cards (issued cards with balances, redemption to date, and outstanding liability)
Ledger — an accounting-style view:
  • General Ledger (Derived) and General Ledger by Account (Derived), both cash-basis
Tax & Receipts:
  • Tax Collection (tax on paid invoices, by month — with a per-tax-name breakdown like GST/PST/HST when you run more than one tax line)
  • Payment Receipts (find an invoice and open a printable receipt)
Pick any of these from the Reports page, then filter, sort, and export as needed. Payment Receipts is the exception — you search it and print an individual receipt rather than sort columns or download a CSV. For a live visual view of revenue trends instead of a table, use the Analytics dashboard. Related: How do I run, filter, and export business reports? · What are GL codes and my chart of accounts? · How do I search and export my transaction history? · How do I set up sales tax at checkout?