How can we
help you?

Reporting

• How do I download my client contact list?

  Export your client contact information as a CSV file from the Client List report.

• How do I download my expenses?

  Tax time, or your bookkeeper needs the numbers. Export your expenses as a spreadsheet in a few clicks.

• How do I save and schedule reports?

  You run the same payment report every month for your bookkeeper. Instead of re-configuring it each time, save it once and have it emailed automatically.

• Can I track expenses in Check Cherry?

  Revenue is only half the picture. If you are not tracking what you spend on each event, you do not actually know if you are making money.

• How do I see tips I have collected?

  Wondering how much your team earned in tips last month? The Tips report breaks it down by booking so you can see who tipped and how much.

• How do I see how much sales tax I have collected?

  If you collect sales tax, you need to know how much you have collected and for which regions. The Sales Tax report gives you an itemized breakdown.

• How do I see how many bookings I have had?

  End of the year and you want to know how many events you did? Or wondering which package is your bestseller? The Utilization report has the numbers.

• How do I see my staff time off?

  Planning your staffing for the month? The Time Off report shows who is unavailable and when, so you can schedule around it.

• How do I download my payment history?

  Need a record of every payment you have received? Export it as a spreadsheet for your bookkeeper, your taxes, or your own records.

• How do I run a profit and loss report?

  Check Cherry does not have a single P&L report button, but you can get there by running two reports and comparing the totals.

• How do I see which clients have not paid in full?

  Event is next week and you are not sure if the client paid the balance. The Outstanding Balance report shows every booking with money still owed.

• How do I add an expense to a booking?

  Knowing your profit per event means tracking what you spent, not just what you earned. Attach expenses directly to a booking to see the full picture.

• How do I use the bookings report?

  End of the quarter and your accountant wants a breakdown of every booking.

• What reports are available in Check Cherry?

  Where did all the money go? How many events did we do last month? Which package is selling best? Check Cherry has reports for all of it.