Know Your Numbers: Mastering Reports in Check Cherry

0:00 We figured being at the end of the year, it would be a good time to do uh reporting in Check Cherry um and kind of walk through some of that, take some questions, get get your thoughts on how the year's been going, all that stuff. And um as usual, Matt will drive and uh show us around and all field questions. Uh we like things casual, so feel free to raise your hand. Uh we can, you know,

0:27 unmute yourself. Um you can also pop a chat uh in there and um you know just as we go if you have a question or something just you know feel free to let us know. But the idea is basically a lot of people will touch the reporting you know in uh January as they're running numbers for taxes and so on. Um also business decisions uh but a lot of times it's taxes at least on the support side that

0:50 we see. But um so Matt maybe we just you know I I Yeah. Okay cool. Yeah. So, um, so yeah, so as Jud mentioned, you know, it's kind of kind of getting to the end of the year. Um, looking forward, we'll probably, uh, I don't think we'll have a webinar two weeks from now and then two weeks after that, we'll do a tax one. Um, where we kind of cover all the all the basics of tax and sales tax and income

1:13 tax and all that. So, um, so look for that. Um, so we figured, you know, now's now is a good time to kind of dig into some of the reporting and then, um, you know, a little bit, you know, as you're kind of looking at your New Year's plans and, you know, looking forward and putting together tax info and stuff like that. Um, hopefully this is something you can refer back to. So, lots of

1:33 ways to kind of run numbers and check, cherry. Um, we're going to kind of focus on the reporting. Um, we'll see how time is. we might have have time to look at some of the dashboard widgets as well, but um but for now most you'll find most of the reporting that that you know particularly for kind of the end of the year stuff is going to be under sales reporting and within that you're going to

1:55 see a lot of different tips or uh different um different reports rather. So, uh, just to kind of go through some of these, um, bookings report is great for just general data on your bookings, you know, if you just, you know, uh, just need to pull pretty much any any thing, you know, with um, you know, details of package names and dates and times and who was assigned, uh, the bookings

2:19 report will have it. So, we'll dig into some of these reports in a little bit more detail, but um, payment history is going to have just a list of of where you received payments. leads are going to be good for um your lead data. And so these tend to be more uh detailed reports. You know, these will give you uh spreadsheet full of data with with tons of of information. Um but they're,

2:43 you know, they're they're pretty pretty detailed and a lot of times it's it's kind of more detailed than is useful. Um so I think we're going to look at some of the the other reports first. Um the sales tax report is a big one. that's for, you know, at the end of the quarter, end of the year, depending on how often you need to report your sales tax. Uh, this one can be useful. So,

3:06 let's let's dig into this one first. So, with tax, the sales tax report, uh, depending how you have your tax set up, this can show up in a couple of different ways. If you have a flat rate, we're not going to be able to pull in the county and city and all that, but if you do have tax jar enabled, uh, then then we'll be able to pull that in. And what you'll notice is most locations

3:30 um want you to report it broken out by county and city. So that's how we kind of have it organized. And you can see for all of the money you refer you received in a given quarter, you know, you can see what uh how much tax you received uh and how much is owed. Um and then you can go into the customize options to dig into that more. So you know, maybe you have to report sales tax annually. um you can

3:54 just set the the the date range to that. Um few other things. Um most customers report uh with what's called cash accounting. And so um if in doubt, that's probably what you are. There's also something called acrual accounting that usually in that world, you're more in more into kind of the the QuickBooks and the more advanced accounting software. Um if you don't have an accountant,

4:19 you know, on on on retaining Yeah. your cash accounting. Mhm. For sure. For sure. And maybe even if you do have an accountant. Yeah. You can also turn off some of the grouping options. Um, you know, some places don't want you to report by city. They only want by county or vice versa. So, feel free to turn those on or off as needed. And then there's a few other options in here. Um,

4:39 you know, with to give you additional detail. For instance, some locations require you to uh report the total sales amount or they'll require the non-t taxable amount as well as the taxable amount and things like that. So feel free to, you know, come in and and turn everything on and and see what it looks like and then you can kind of pair it back down so it's more manageable. And that

5:00 that customize buttons on a lot of reports, right? You know, and people oftentimes, you know, they miss it, you know, that, hey, you can add stuff or add columns or something like that. So, um, super helpful. Click it, see what's in there. Um, and if you ever have questions on the reporting or want to get something or can't figure it out, chat with us from within your account. we can help you.

5:22 Exactly. And so as you kind of go down, you know, we'll typically have uh totals at the bottom. So feel free to look down down toward the bottom if you're looking for a total on something. Um and then another common thing you'll see beyond like say the customize button is a download button. And with that download button, you can export it to a spreadsheet. And so that can be real helpful for

5:42 um sharing with accountants um you know analyzing it in other ways as well. So uh feel free to download if if needed. So, let's go back to and take a look at our reports again. Um, let's look at So, another one that I think is really useful at the end of the year is to see who owes you money. You know, an outstanding balance report. Um, and so let's view this one. And so,

6:07 what this is going to do, you know, we've got all kinds of test data in here. You know, hopefully you don't have uh things that are hundreds of days past due. But what this will do is it'll show you everything um sorted by basically how pass due it is. And that'll take into account things like uh deposit amounts and and stuff like that. And so you can even see like on this event, you know,

6:30 we probably never even got the deposit. You know, there's still $150 deposit outstanding um of that almost $4,000 event. So you can come in see what what's due um what the deposits amount amounts are and things like that. You can also filter things. So maybe, you know, you've got a few old ones that you're still working on and you just want to see a certain date range. You know, you want to look

6:52 at maybe your 60 to 90 or something like that. Um, see if I got that probably got that backwards. Um, you can uh customize with that filter button in there, too. And so you can see just the ones that are 60 to 90 pass past due. Um, you can also do things like, you know, set the the due dates to lit this week, last week, last month, all that type of stuff. any past, any future. Um,

7:16 a custom one. Yep. We have a question. Can you set to remember favorite reports or settings inside reports? Absolutely. So, um, say you wanted to just see everything that's 90 plus days past due, you know, maybe you just want to have something that that you can come um come to quickly for that. What you can do is is come in, customize that. Now, we're limited to, you know,

7:41 we've got these 24 events that are passed due. And of course, you can download that to Excel and and send it off to somebody if you need to. Um, but the other thing you can do is save this as a new report. So, if I hit save and call it 90 plus days and hit save, um, now I've got a saved report and I can come back and view that anytime. Um, and just to kind of to review a little bit,

8:06 so if you go to sales reporting, um, you'll see the default reports here, and then you'll you'll see those saved reports. So I can come in and see this 90-day report. Um, and so that'll keep, you know, updating from day to day as as things happen. Another cool thing you can do with with saved reports is you'll find this report settings option, and you can also set those to email you.

8:29 So you can do like a weekly email of your, you know, 90 plus days past due or, you know, if you're really on top of your your collection, you know, you could do anything um, you know, zero plus, you know, anything past due you might want to get a report on. And so you can Yeah, go ahead. Just to be clear, this is an internal thing. This is an admin thing. If a client's past

8:49 due, you can automatically email them separately in another area, right? This would be this is for your team. Yep. Yeah. Just just want to be clear. Yeah. Yeah, that's a good point. And so this is for you internally. Um, and you can come in and you can set, you know, anybody's email. Um, you know, you can do somebody internal. Um, you can also set these up for, you know, if you've

9:10 got an accountant on your team or if you've got somebody that helps out with collections or things like that, you can, uh, set them up to get, um, recurring reports like that as well. So, um, going back to that and then the other thing you you'll notice on on this report and a lot of others is the columns button. So, there's lots of different columns you can come in and customize as well. So,

9:33 you know, maybe it's it's helpful to have this this outstanding balance, but I want to come in and add an invoice number or see which brand it's associated with or things like that. You can set those columns and save that as well. Um, and then one other thing I'll mention, if you are using saved reports, uh, these little shortcuts, you know, with things like this week or last week or

9:54 stuff like that are real helpful for saved reports because, you know, generally you're going to want to see everything, you know, everything that was due in the last week. You're not going to want to see just, you know, January 1st to 7th. So, um, so these little shortcuts help a lot with that as well. Let's go look at some other reports. So, another one I like um this time of year,

10:15 you know, is uh especially as you're kind of like looking back on the year is this most frequently booked report. And if we go in here, um we'll see a number of tabs here. Um and so just kind of going through these, the the first one that comes up, what it's going to show you is how uh your most frequently booked packages. And so you can see, you know, of of all the packages in 2025,

10:39 um how many signature uh spin packages you booked, how many of these you booked, how many of these you booked. Um and that's going to be sorted by looks like number of bookings, but you can also change that if you want to sort it by revenue. And so you can see, okay, you know, which ones made us the most money and which ones, you know, how many bookings of each did we have?

10:59 And I really like that at the end of the year because it's a good way to kind of like figure out like you know which packages are working, which ones are actually generating money and um you know what what do we need to order for the next year. You know if we're selling a lot of a certain booth you know do we need to to order more of that hardware or um you know if there

11:17 are certain things here at the bottom that we're just not selling like maybe those are are things we want to reconsider. uh maybe those in fact we want to you know kind of take them off the list because they're just adding confusion without without really getting booked or anything. Similar your add-ons uh you can do the same thing there. So you can see which of your add-ons was booked,

11:38 how many um how much revenue and stuff like that. Same with backdrops. Uh backdrops are another one that I think it's worth, you know, as you're kind of evaluating stock and and what you want to keep and and get rid of this year. Uh backdrops are another good and I I just want to add something which is you know if something doesn't sell I mean you might want to not not

11:57 offer it or not offer it you know high level you know real you know present it to customers often um because then the more things you have the more confusion it is you know just focus on what sells and I think that's too yeah at any given like kind of decision point you know you don't really want to give your customers more than two or three choices um it it just tends to lead to uh um

12:20 you know, confusion and and they'll avoid pulling the trigger. So, I've also got in this account, it looks like we have a couple of extra categories set up. So, if you do things besides add-ons, backdrops, you know, if you have like props or things like that that you have set up in Sherry, those will show up as well. Um I think we did a webinar a couple of months on extra categories.

12:41 So, feel free to check that out. Um staff is another good one. You know, sometimes people ask, you know, they just want to see, you know, for Kudo's sake or for um, you know, just to to kind of know who's who's working events. Um, this staff uh tab will show you that as well. So, I can say, hey, you know, Sam's done nine bookings, El's done nine, Jasmine five, and things like that. And

13:03 again, it's just helpful to kind of see that. And then customers. So, this is useful um if you do a lot of repeat business with certain customers. Um, if all of your bookings are are unique, then it probably won't be very helpful. But if you want to see, you know, based on the customer, you know, Sarah here did 16 bookings, um, you know, that's a great way to see that. And then the last is refer.

13:28 So if you take advantage of the referral tracking, uh, where, you know, maybe venues or maybe different partners are sending you traffic, uh, will show those as well. So um, like I say, that's I think a great one for the end of the year. You know, it's not something Yeah. Not something you necessarily look at all year, but when when you do want that, I think it's a good one. What to buy,

13:47 what to sell, or, you know, get rid of. Who to send Christmas cards to. Yeah. Get bonuses to. Another one. We're going to skip this for now. Maybe look at that later. The profit and loss is a good one at the end of the year. Um, that's going to have a breakdown of your income and expenses. And so, uh, you know, typically that's going to be for, you know,

14:11 say you want to see it for the year. You can come in and and, you know, make tweaks to the the settings if you want. But what that's going to show you is how much, uh, total revenue you generated and then what expenses are coming out of that. And so these expenses um you know it does require you to make use of the expense tracking feature but if you were logging these expenses

14:32 then now you've got a great breakdown of you know how much did you actually make this year based on um you know the business and and everything else. So um one thing I'll mention on the expenses. So if you do have expenses to log you can go to sales expenses. You can manually enter them um you know if you want. Uh if you do have like a spreadsheet or something, we do have a bulk

14:54 import there as well. So if you do have like a CSV file of of um you know a bunch of expenses that you've pulled from something else, you know, you might have to tweak the report a little bit, but there's a sample CSV you can use to to see an example and you can bulk upload those um pretty easily now. So that can come in handy and everybody will have income regardless, right?

15:16 Yeah. And we don't really break the income down much. Um you know basically uh you know sometimes in like Quickbooks or things like that uh there are reasons to break it down further. Um generally in Check Cherry everything is a service. So um you know we just kind of have one category but um yeah and uh most of these are clickable too. So if you want to see um you know all of your

15:42 automobile expenses or dos and you know things like that you can click that to get more details. Um, one other thing I'll mention too when thinking about how much money you made in in the year, um, I think it's worth kind of pointing out, uh, you know, a lot of times we find, you know, people take a deposit up front and collect the rest of the balance, you know, later, you know,

16:07 closer to the event. Um, and it's not unusual that that you'll have money, you know, you'll book an event in one year and not actually perform the event until the following year. And so you'll have like revenue that that cuts across those years like that. You know, maybe you collected the deposit in 2025, but the event happens in 2026. And so with cash accounting, I mean,

16:28 basically what that means is your, you know, it's based on how much cash you received. And so most of our reports are going to be like that. So, when you click and see the sales, what you're seeing is money that you received. So, you received $6,000 this year, um, or 6,900 in in this account. Um, you may have booked, you know, $8,000 or or, you know, maybe you booked something and didn't get

16:52 paid or whatever. None of that's going to show up. Um, it's only based on how, you know, the money you actually received. So, when the money hits the bank, exactly. And generally that's, you know, that's what you're going to be paying taxes on. You know, if you booked a $100,000 event, but you haven't gotten any money for it, then um, you know, that doesn't generally, you know, that's

17:14 not something you're going to pay sales tax on or income tax or things like that until you actually get those funds. Okay, got more questions. Yep. Is there a way to download the client contact info? Um, yeah. So, um, another, uh, real useful one is the client list. So, if you go to um to that report, what we're going to show is all of your customers and their emails and a little

17:39 bit of other details. Um you can come in and kind of customize that first names and phones and, you know, whatever else you want on there. Once you're happy with it, just hit that download button and that'll have all the details. So, if you decide, hey, I want to send a an email blast, you know, I'm using uh an email software now, like I want to, you know, do kind of an end of the year

18:01 uh happy holidays type email to everybody. Um you can download that that list and generally upload that straight into a Mailchimp or something like that. Um we also recently did launch a Mailchimp integration. So, if you happen to use Mailchimp, um we have a way to kind of do that without downloading and uploading. But um but yeah, for anything else, you can uh you can

18:21 do it that way. I got two more for you. Is there an inventory report feature? Um I guess it would depend what you mean by that. Um and I Yeah. So short the short answer is Czech doesn't check does not necessarily have an inventory feature um where individual booths are you know blocked off and assigned to a booking and all that stuff. We have kind of more of an availability feature where

18:52 we get booking caps all that stuff. So maybe uh if you want to chime in and let us know kind of specifically what you're looking for or look the business insight that you're looking to gain. Um sure yes thanks guys. Um I am talking about inventory. So if I have um five auras right and I am booking them but one event has them has three and another event has two availability won't

19:21 address it. I think if I'm only booking two events but using multiples does that make any sense what I'm what I'm mentioning here. I didn't follow I didn't follow 100%. I mean maybe imagine but the availability uh feature will prevent you from being double booked. I mean obviously it does depend on how you have things structured in your account. Um but you should be able to do it. If I

19:47 say that there's an availability of five is that by event or by equipment. Let's move this to chat because it's not necessarily reporting related. You know just pop open a chat and kind of you know go in there. It's not necessarily report. It's kind of more of an availability feature, but just chat with us. Great. Yeah. Cool. Thanks. Yeah. Can I just answer does it Rosie when you

20:09 mention that having the booths or the equipment, are you referring to maybe depreciation of equipment? So, yeah, that's also Yeah, I'd like to move it into like when I purchase something new, if I record it here because then it becomes available, it's something I can also push into my reporting for QuickBooks for my accountant. Yeah. And so this is not cash. This is the acrual

20:32 accounting basically type. Sure. And so it's not something Check Cherry supports. Uh you're going to want to use QuickBooks. You're going to record it in QuickBooks, all that stuff and use those features over in QuickBooks. All right. Thanks, guys. And then Cynthia says, "Is there a report for the fees on collected for credit card processing?" Yeah, so that will show

20:51 up. Couple couple ways you can get that. Um, under the profit and loss, um, we we will have, uh, I'm pretty sure we have a line item there for for credit card fees. Yeah. Um, another way you can get that is under the payment history report. Um, by default, that's going to show, you know, when you received a payment, what the event date was, payment applied. But if you go into the column,

21:16 and we recently added this search, so that makes it kind of easier. But if I type uh processing, that'll find um this processing fees column, and that'll show any any payment processing fees you got. So, um it looks like we just have a bunch of of manual ones on this account, but that'll show you uh what those processing fees are, so you can deduct those. Cynthia, go ahead. Sorry. So

21:41 um I think about mid year we went from um paying the processing fees to passing that cost on to our uh clients. So will that show here that difference of um yeah it's a good question you handled it. So how that works in an accounting sense is um you're effectively charging your customers more. So you have more income and then you have more expenses. So, you would basically um from an accounting,

22:14 you know, from a tax reporting, things like that, you would have slightly more income now. You know, that $1,000 event now is going to be $1,030 or whatever because you um you basically, you know, charged more. So, you're going to show a little bit more income, but then you're going to have still have those same payment processing fees that as an expense,

22:35 and those are going to be a a you know, generally a deductible expense. So, your um you know, if you were to look at a profit and loss, your your income's going to be a little bit higher and then you're still going to have the expenses like for the whole year because you've been, you know, uh paying that as an expense the whole year. And then your your net income is going to be you know

22:57 income minus expenses. So um if that makes sense. So basically it's not really gonna affect like you know it's it's uh um you're you're basically you made a little bit more money to kind of counteract how much you were paying in in processing fees. Yeah. It's just that the breakdown when it occurred. I think we went like midy year is when we made that change. Right. So Yeah. And so um

23:20 Yeah. And so basically what you're going to find is like any payments that you received since then are going to be like a little bit higher than they would have been otherwise. So those will be um you know and instead of somebody making a $1,000 payment like that payment will be higher um and so your you so you'll show that on the revenue side um but the expense side will be the same. Um okay.

23:43 Yeah, it makes sense. Okay. And then you can also see um processing fees um in that payment history report. Um there's some other things like net amount, you know, if you need to see how much you um you know what the net is after after those uh adjustments as well. Um yeah, and one more time, go show how to save a report and access it. Um yeah, having problem saving settings. Yeah. Yeah.

24:11 So, if I come in, I kind of customize this, you know, I'm like, "Okay, I want a payment report for this year, and I, you know, I I need to keep going back to this." Um, if you click the save as new report button, then that's going to be payments, you know, we'll call it payments 2025. We'll hit save here. Um, and obviously, it's going to take you right there. But if you need to get back here,

24:32 you can go back to sales reporting. And basically, you can just kind of switch between these built-in reports and your saved reports. So, um, so that's where you're going to find it. You can't change the default report is basically you got to click save reports. Yeah. May I ask you show me sales taxes because I don't see that feature in sales in tax reports. Um, yeah. So,

24:57 if we go to the reporting um the sales tax Oh, the save save one. Um, yeah, the it's not there. Yeah, this one's a little different. Just the way we have to calculate it on the back end. Um, we probably could come up with a way to make that work. Um, it's just a little it's a weird one. Um, most of them most all of them do have kind of the same features. Um, some of them are just a little

25:25 a little I didn't realize that. Learned something new. Thank you. While we're on this page, can I ask you a quick question? Absolutely. You mentioned that we needed to have enabled tax jar. How do we know if it's enabled or disabled? So, under manage business settings and then tax. So, um that's where you can kind of set up your tax. And in general, you would just have for most most

25:53 people, they would just have a single tax rate or tax zone. Um, and the default is to automatically calculate sales tax based on the venue location. Um, and so when that's enabled, then we'll we'll uh um calculate that that sales tax when it comes in. So, whenever they book you, we'll, you know, look it up with Tax Jar, figure out what the rate is and and what county and city and all that,

26:18 and then apply it. Um, that's basically where that where that comes from. So, sorry, I missed where you went. Where did you It's under Yeah. manage business settings and then tax. Okay. And then if you don't have a tax zone there, you know, you can either edit it if you've already got one there or you can create one. Um, you know, like I said,

26:39 generally sometimes people have different, you know, maybe you only need to collect sales tax in a certain state. Um, you know, that's that's the main reason we support multiple zones, but let me go back to the reporting here. So, what else is useful? So, few others. Um, let's see here. Went through our profit and loss. We also have an expense report. Um, that's a kind of

27:08 just a good way to download all of your expenses. So, you know, once you've got them all uploaded, they're in check cherry if you ever need to just get more the raw data. Um, the profit and loss is great for kind of a a breakdown, but sometimes you just need a spreadsheet of all the data. So, um that expense report will let you do that. You can download that. Um the client list we looked at. Um

27:33 let's see. Time off. Um not super commonly used, but if you do have any um just need a history of of you know, staff requesting time off, you can do that as well. Um then a couple of like I guess less less useful but still occasionally helpful. Um, this utilization report, this is going to be more for, uh, I would say large operations that are just kind of looking for a breakdown

28:01 on a day-by-day basis. So, one, one thing that we've kind of found is like certain operations, you know, you've got like 10 photo booth and you, you know, want to quickly track like, you know, which which of our booths are are being used and and how, you know, how close to utiliz utilization we are. Um, especially if you do a lot of business in like December or something, you can kind of

28:22 come in at a glance and see, okay, we've got a limit of five and none of them are reserved or, you know, things like that. So, um, you know, maybe for New Year's Eve, you can come in and say, "Oh, let me see what you know, what we still have that we haven't booked out yet and come in and and uh, you know, and get that booked." Um, and that'll work for packages, add-ons, backdrops,

28:44 staff, things like that as well. So you can come in and see, you know, all of your staff in one place that and uh who's booked, who's available, things like that. Um and so those are probably the main ones we see. Um packages and add-ons, places, those are more helpful for just kind of exporting data. So with any of these, you know, we try to make it easy to kind of get your data out

29:08 if if you need to for any reason. So um so both of those will let you export that data as well. Um, I don't know. Anything else you think might be useful, Jud? No. I mean, I think it's, you know, the reporting is there when you need it. And I guess Check Cherry's kind of philosophy over the years has been to give you access to your data, allow you to download it. Um, you know,

29:32 maybe a question would be, Matt, will Check Cherry ever have report building and other fancy graphs in the reporting section? Uh, I don't pro. I mean, you know, probably. Um, we're always adding stuff. Yeah. Um, yeah. I would say one thing you can't do with Check Cherry, you know, probably the main thing you can't do with with our reporting very well is like grouping. So, if you want to say

29:56 like, oh, let me see, you know, how many 4 hour and how many, you know, group that all together. Um, that's not something we currently support. But, um, you know, and we don't have an easy way to take this and turn it into a graph. But I would say definitely, you know, you can always for a lot of that stuff, it's it's so easy to pull that into a spreadsheet like Excel or Google Sheets

30:15 or or something like that. Um, and you know, use their their you know, their chart or their graph uh feature as well. Um, another place though if you are looking for more like more visual things to kind of explore, um, definitely check out the dashboards. Um, so if you go to your dashboard and hit this customize button, you know, you can have the kind of your your basic dashboard that you see

30:39 when you log in. Um, but it's also, I think, helpful to have something like uh uh reports or uh you know, KPIs or whatever you want to call it. But, you know, for for information that you just kind of want to explore, um, that can be real helpful. So, if if we come in and and add a um add a widget here, you know, we've got lots of graphs for things like your revenue um revenue growth

31:03 over time, uh lead comparisons, proposal, like all these top ones I think are really useful kind of, you know, comparing year year-over-year uh growth. Um so, like for instance, if I take this revenue growth chart here and add it, we'll click finish. Um I can see you know okay last 12 months um I don't think we have much data it looks like for last year but I can see okay we we created this

31:28 account in in uh June it looks like and you know up and to the right so you know everything's going great in our in our demo account here. Uh it'll also show last year though so you can kind of see like you know compared to last year uh where were we at and are we ahead of last year uh down from last year things like that. Um, and you can do that by the schedule date. So, if you just kind

31:51 of want to see like, you know, how many events did we do in December this year versus last year, you can also do it by payments. So, you can see how much money you've collected. You know, are you ahead or behind last year in terms of, you know, what actually matters, which is revenue in in your bank. And then, um, from for more kind of a salesy type view, you can look at like what you

32:12 booked last year. So that will let you compare um you know if you book a lot of if you book all of your events in in March but you know they all happen later in the year. Um it can be helpful to kind of look at this booked thing and say like okay are we booking as many by this time you know at this point as we did last year. Yeah. And feel free Yeah. Go ahead. Andrea has her hand up.

32:34 Go ahead and and uh speak up. Hi guys. How are you? Hi. Um, so I have was just looking at um the booking report. So, you know, we're new. We're kind of new at this whole thing. So, I'm sorry if this seems like a dumb question. No, you're good. Don't worry. When you're good. When people ask me, "Hey, we're interested in your service. Can you send us a proposal?" I send it through Czech

33:04 Cherry obviously one, but we've had a lot lately. I don't know what's going on with the market, but I think people are just shopping for the least expensive vendor. So, I've got a lot of cancelled proposals in my list is and I don't see a filter like because if I'm running this report, I know that they're there. Is there any way or can we add a feature where you can separate out what's

33:35 cancelled because I don't want I want the record that I've done the work and if they come back and say you never sent I can look and you know verify whether I did or not. So I want to kind of keep them but I don't necessarily if I run this report yeah I don't necessarily want them you don't need reports for that. you can go to the proposal, you know, sales proposals and see the expired ones,

34:02 right? Yeah. So, a couple couple things on that. So, if you go to the filter um with the status, if you do any confirmed event, that'll probably give you what you want. And what that'll do is that'll just show all of your confirmed bookings. Um where did you where did you say confirmed? Um on the bookings report if you click the filter button um this top one is probably probably what

34:28 you Oh status. Yeah. And that'll take out any of the ones that are um that are confirmed. Um kind of for historical reasons. Yeah. It probably makes sense for us to break up the bookings reports from you know from proposals. Um, right. Technically, you can have revenue on proposals, which is which is why they're still together, but I don't know at some point we may break these up into separate,

34:56 but yeah, if you uh if you go into that any confirmed event, that should give you what you want. And then that is exactly what I want because I I want I want the history that I did the work or I had the interest in the package or whatever. Um, but for some reason they didn't book with us or went with someone else or whatever. It doesn't matter. But when I'm running this report just to

35:22 see what I actually booked, that's the that was the piece I was missing on how to get those out of there. Thank you. Yeah. Yeah, absolutely. Yeah. And so, yeah, with this one, it's great for just like there's just all kinds of data in this report. um which makes it a little bit, you know, there's a lot of options in the filter and stuff, but you can do things like narrow it

35:43 down to just banquet halls or just your, you know, just certain packages or um you know, all kinds of things like that. So, if you just want to run a report and see, you know, how many photography, you know, packages you booked or, you know, group things by due dates or stuff like that, you can do that. Um, awesome. Yeah. And uh similar if you just need to see who worked events or what

36:06 you know what customer and stuff like that. So and Anna's got a question. She says where did you find these options? I think she was talking about the dashboard. Anna let me know if that's wrong but you when you when you were customizing the dashboard. Yeah. So if you go to the dashboard um you know just hit that dashboard link or it's where you are when you first sign in. Um on the

36:25 the right here there's this option. It'll either show customize dashboard or let you switch between if you've got a few. Um, and what what you can do with that is, let's go to this other one. I don't want to mess this one up. Um, what you can do is you can customize it with lots of different widgets. So, you can say, you know, um, let me add another one here. Um, so if I kind of want to see,

36:48 you know, how many proposals um, I've got, I can just add that widget. There's a button at the very bottom there that he's clicking. Just make Yeah. This add item. Add item. Yeah. Yeah. And so, yeah, if you click this add item, it'll let you um let you see the different things. And so, charts and graphs. Yeah. Yeah. And like I say, this this top section is great for kind of like end of the year

37:10 planning, you know, keeping on top of things, uh, type stuff. Um, we do have a lot of other widgets in here, you know, more scheduling type stuff for your kind of more day-to-day stuff. Um, you know, if you just kind of want to see upcoming bookings and appointments and, you know, checklists, payments, all types of stuff are in there. But, um, I think these top top four are worth kind of

37:33 checking out for for more like end of the year as you're kind of planning and stuff. And Cynthia's got her hand up. What's up, Cynthia? Yes. Um, so going back to um tracking and information uh for the reports, is there an option for mileage? It's Oh, that's a good one. Yeah, thank you. That's a very good one to ask. Um, so what you probably want to do on that, so uh

37:59 the I think the bookings report is is the best one for that. And if you click view report, um, one of the columns in there is distance. And we've actually we got two columns, billable distance and then total. Um, if you're doing like like you know reporting like for the IRS or whatever, how many miles you you want the total. Um it doesn't really matter what you build them. You

38:21 want to know how much you drove. Whoops. Um so you can turn those that column on and that'll show you for each event how many miles um how many miles it was from the uh from the starting point. So um and then at the bottom we'll have the the totals added up there. So that's the easiest way to get that. Um and then in the filter you probably want to set um you know whatever it is this year or something

38:45 last year you know when you're in 2026. Um, but if you do this year and any confirmed, that's probably probably the best way to do that. And so that'll show you your total distance and then um for just the the year in question. Okay. So this is total distance from the point that we have registered as our either business or home. Yeah. what it is, we use the so under

39:11 um under your business settings in the travel tab, what we do um we use it from like like based on the travel whatever travel zone it it fits into. So in general that's going to be based on your business address, but if you do some people have like multiple addresses or they'll you know they have more complicated setups. So it is possible that you have if you have like a custom address

39:34 in there it would use that. But in general, that's going to be from your business address um on your account. So, yeah. And then does this also I know it gives us the total, but does it calculate per mile or does it like what I'm trying to say is like for example, the state of Illinois has uh per mile cost for travel. Does that do that here or does that just charge the total amount? Yeah,

40:01 we'll just um all this will do is track the total number of miles. So that'll give you the hey, I did 4,000 miles this year. And then using whatever like like generally like it would be something, you know, when you're filling out your taxes, they're going to want to know the the number and and and all that type of stuff from from what I remember. um they may you know and then if they

40:23 ask um you know or if you're preparing stuff for your accountant um you know they'll they'll ask for maybe a spreadsheet or something the details but um but in general it's it's just kind of we'll give you that number and the the details of where you went you know from where to where um but then the actual rates and stuff would be more of a as you're filling out your taxes type of thing. Okay.

40:45 Thank you. Yeah. And yeah, every every state, you know, is different. There are IRS rules, so um it kind of is somewhat I think I think every state is different. So I think you're supposed to log the odometer uh when you start and stop your travel. Yeah, Matt. But I can't imagine anybody doing that unless you're a truck driver. My god. Yeah. If you really really want to be accurate,

41:12 you should be. When you get in the car, you start the odometer and and when you get there, Imagine I mean there there are tools you plug in your car some of that but I mean just it's you know well Google Google will actually track it for you now. So like if you allow Google to track you and you you enter in the um the location from the starting point to end point it will actually track you all

41:38 the way through. No, I say I think I think part of the requirement according to the the text is like you got to look at the odometer in your car and say, "Oh, my car is at 54,332 miles." Yeah, you are supposed to that I don't I can't imagine anybody doing that. Where was the distance button? I'm sorry I missed it. Yeah, I always figured if I ever got audited, I would uh just just

42:06 fake it at that point. So, if you go into um the bookings report, so sales reporting and then the bookings report, what you can do is is you'll probably want to use that filter, you know, set it to just your confirmed events and then probably uh this year or last year, you know, depending on when you're running this. And then under the columns, um you can either look in this

42:31 long list or uh the search thing we just added is makes that much easier. But if you just type distance, you'll see the the total distance there. Gotcha. Okay. Thanks. Yeah. Sorry. Nope, you're good. Yeah. Yeah, it's uh Yeah, the the some of the the the rules are are always interesting. Well, any other questions or reports to cover? I mean, we might end up a little

42:57 bit early here. Um but I think that's it. I mean, it's a good time to, you know, review it. Yeah. Yeah. And I think this time of year, you know, it's great chance to kind of, you know, take a look back, see what went well, you know, evaluate for next year. Um, usually after after uh the next week or so, it starts to slow way down, you know, once you get through

43:20 um the pre prech Christmas rush and then it's a great time to kind of re-evaluate things and and uh plan for next year. So, um, the other thing we we'll we will be sending out after the first, uh, we'll we do kind of, uh, you know, if you've ever like seen like a Spotify, I think it's unwrapped or wrapped or something like that, um, style breakdown. Um, we'll be sending that out

43:43 shortly after the first as well. So, that'll have kind of some fun fun stats about your business, you know, different different things like that. So, uh, we're working on that now. Um, so that should be kind of uh, you know, expect to see that in your email uh, soon as well. So yeah, Cynthia's got more. Let's hear it. Perfect. Yeah. Yes. So I know you that you went into staff and

44:03 number of um events that they have completed. Is there a per event per staff rate that is accounted for like how much they have um I guess essentially expensed in in salary or labor or hourly. I don't know. I don't even know how to how to phrase it, but like how much we've paid them uh per event. Is there a section for that? What you can do. So um so in the expenses uh we don't

44:37 have like a a formula where it automatically does it. But if you do set up um you know if you do want to you know assign an expense to a staff um let's see here. we'll assign one to to this demo guy and say we paid him 250 bucks and you know whatever the date and in booking and all that was. Um you can track that. Um staff we'll say we'll give it a staff payments uh category. Um

45:12 you can log these things um you know for for your staff. Um if you have a super simple like you know they always get paid the same uh there is a way to automate that but most people tend to have more complicated um types of things. Um but with the ex and so once you create an expense then you can either look at that on the profit and loss you can see okay what were your staff payments

45:38 um or you can um go to that expense report and um and break it out that way. you know, either filter just by the staff payments or something like that. Um, so there are ways to do that. It's not like it's not particularly automatic. I don't know that necessarily most people do do log it in because it is just, you know, it's more work to to kind of enter it and everything. Um, but but

46:00 that is an option if if you want to. Um you could also under the bookings report. Technically you can get within the bookings report you can see the staff um you can see who is assigned and you can see the length. So I mean you could like you know get pretty far with that. You could download that to Excel and multiply it or something. Um it just you know if so if if it's pretty simple

46:30 you know to where you you have one staff working events and your events are pretty straightforward then that might work. Um the reason we don't have anything like built in is because a lot of times they've got you know people have like multiple staff assigned or they'll have like um you know different people do different you know one person's setup and one person's you know there

46:49 the rest of the time or um so it just it gets you know kind of complicated in in practice but um but either of those might be helpful um if you need a way to kind of pull that data. Nice. Well, Matt, thanks for uh driving and doing most of the talking. I really appreciate that. Makes my evening easier. Um and the reporting. Yeah,

47:14 it's great. Great time of year. As again, guys, chat with us. If you have questions, if you're looking for something, if a save button's not there, let us know. Um and we'll uh we'll help you, you know, get get the data you need. um or improve Check Cherry.