> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/reports-overview/view-financial-reports.md).

# How to View Financial Reports

### Before you begin (Prerequisites)

* **Permissions**: Administrator, Supervisor, or Support. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).

### Available reports

| Report                                                                                     | What It Shows                                                                                                                                                                                       |
| ------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Transaction Pivot Reports**                                                              | Transaction breakdown grouped by billable item, revenue category, payment type, or tax by category.                                                                                                 |
| **Transaction Flash Reports** *(Standard Dash)* / **View Transaction Report** *(Pro Dash)* | Quick snapshot of transaction activity for a date range.                                                                                                                                            |
| **Customer Spend Report**                                                                  | Per-customer revenue breakdown by category (subscriptions, events, commerce, charity, gift cards, etc.). Supports date range, membership-program filter, and sort by most/least spend per category. |
| **Account Receivables**                                                                    | Aging debtors list — each person with their open invoice count, sorted by highest debt.                                                                                                             |
| **Credit Balances** *(Standard Dash)* / **Balance Report** *(Pro Dash)*                    | Outstanding gift card and stipend balances.                                                                                                                                                         |
| **Sales by Location**                                                                      | Revenue grouped by physical location — includes both POS and any spa locations configured on the Peoplevine virtual POS.                                                                            |
| **Standard Reports** *(Standard Dash)* / **Reporting Dashboard** *(Pro Dash)*              | Pre-built downloadable CSV reports.                                                                                                                                                                 |

### Where to find each report

| Report                                              | Standard Dash                       | Pro Dash                                                |
| --------------------------------------------------- | ----------------------------------- | ------------------------------------------------------- |
| Transaction Pivot Reports                           | REPORTS > Transaction Pivot Reports | SELL > Transactions > Transaction Pivot Reports         |
| Transaction Flash Reports / View Transaction Report | REPORTS > Transaction Flash Reports | SELL > Transactions > View Transaction Report           |
| Customer Spend Report                               | CRM > Customer Spend Report         | CRM > Reports > Customer Spend Report                   |
| Account Receivables                                 | REPORTS > Account Receivables       | SELL > Transactions > Account Receivables               |
| Credit Balances                                     | REPORTS > Credit Balances           | SELL > Gift Cards + Stipends > Balance Report           |
| Sales by Location                                   | REPORTS > Sales by Location         | SELL > S\&D > Revenue by Location                       |
| Standard Reports / Reporting Dashboard              | REPORTS > Standard Reports          | Company dropdown > Reports & Data > Reporting Dashboard |

### Generating a report

1. Open the report from the path above.
2. Set the **Date Range** where available — not every report has a date filter.
3. Apply any other filters available for that report type.
4. Click **APPLY** or **Export Report** to generate results.
5. On Standard Reports / Reporting Dashboard, click **Download CSV** to download a pre-built CSV.

### What Happens Next

* **Drill into one revenue category**: [How to Pull Revenue Reports by Category](/products/control-panel-overview/reports-overview/pull-revenue-reports.md)
* **Reconcile transactions to bank deposits**: [How to Reconcile Transactions with Stripe](/products/control-panel-overview/reports-overview/reconcile-stripe.md) · [How to Reconcile Transactions with GoCardless](/products/control-panel-overview/reports-overview/reconcile-gocardless.md)
* **Field-level CSV reference**: [Transaction Export Field Reference](/products/control-panel-overview/reports-overview/transaction-export-fields.md)

*Last updated: 2026-05-24*


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