Check your reports
Last Updated: April 12, 2023
Applies to: All registered users
Never lose track of your services thanks to Doinn Reports! Go to the Reports tab and navigate through it and generate reports!
How to navigate in the Report tabs
1. Sales or Purchase
Once selected the Report tabs you will see two different categories: Sales and Purchases. Select the one that interest you according to your usage od Doinn.
-
Sales menu
a. Source
From the source menu you can select what are you focusing on:
- Your own customers
- Your own services
- Doinn customers (if applicable)
b. Period
From the Period menu you can select a specific period such as current month, last month and a customized period.
b. Group by
From the Group by menu you can select a specific Property, Host or Employee
-
Purchases menu
This menu is for you if you are buying services
a. Source
From the source menu you can select what are you focusing on:
- Your own providers
- Your own services
- Doinn providers (if applicable)
b. Period
From the Period menu you can select a specific period such as current month, last month and a customized period (as shown in the picture).
b. Group by
From the Group by menu you can select by Property or by Provider.
2. Reports view
The important aspects of the reports is that you can always know ho much you are gaining (if you are selling) or how much you are paying (if you are purchasing).
But you can go deeper and generate different reports according to the information you want to explore.
A list is generated and you can go through all the details and download specific reports. See few examples in the following section.
3. Reports Details
Example 1
You are selling services and you want to know all the services done by a specific employee:
This feature is not only creating a list based on the selected fields, but it allows you to see further details.
If you click on the employee, you will see all the services done in the chosen period of time.
You can also see each specific services done (view service) and also download the generated report.
Example 2
You are buying services and you want to know all the services done in a specific property:
If you click on the Property, you will see all the services done in the chosen period of time.
You can also see the details of each specific services (view service) and download the generated report.
4. Export
You can download all the reports you need to generate, from the generic to the specific ones.
a. Generic
Depending if you are selling (sales) or buying (purchases) by choosing the fields you can download all the services done in the selected period of time.
a. Specific
Depending on the information you want to analyze, you can use the filters and download the specific report. In the picture we are downloading a report of all the service done in a specific property