Reports allow you to conveniently review voucher, client, and transaction data in FareHarbor Desk. Explore and customize reports that provide details on sales, commissions, profitability, and more.
Overview
Your Desk reports can be accessed by clicking Reports in your Desk navigation. Here you will find the Overview and Reports tab. The Overview tab is only visible to users with the Director or Administrator role. More information on managing user roles can be found here.
In the Overview tab, you will find summary data on vouchers, revenue, top performing desks, and top performing agents. Additionally, you will find graphs and charts illustrating revenue per weekday, revenue distribution per product, revenue distribution per vendor, and agent performance.
Revenue distribution per product: Revenue aggregated per weekday compared to the previous week.
Revenue distribution per product: Distribution of revenue per product over the past 30 days.
Revenue distribution per vendor: Distribution of revenue per vendor over the past 30 days.
Agent performance: Revenue collected per agent over the past 30 days.
Reports
In the Reports tab, you can access a suite of report configurations. Customize these reports with your desired date ranges and filters before generating or downloading the report. Choose from the following report configurations:
- A/R A/P Report
- Agent Commission Report
- Desk Profitability Report
- Sales Analysis Report
- Affiliate Commission Report
- Cash Receipts Report
- External Payment Log
- Vandor Manifest Report
- Agent Closeout Report
- Client Insights Report
- Gratuity Report
After configuring your desired date ranges and filters, click Generate report to display the contents of the report in a table within the page. Alternatively, click the download icon to download a CSV file of the report.
Note: The Customize filter options differ per report configuration.