Date fields are available on most reports to help you look at the periods you want to see.

A sales summary and adjustments summary can also be seen.

There are some filters you can use to see package sales and the profiles they are linked to.

All Packages
Competition
Evaluation
Holding Package
Individual (45 minutes) Single Session
Individuals
Learning Special Package
Lessons classes
Master Class
New Term Package
Once a week
Once only
Package 1 Twice a week
Pay as you go
Registration Package
Session
Single Lesson
Term 1
Term 1
Term 1 2022
Term 1 2023
Term 2
Term 2 2023
Term 2 2023
Term 2 fee
Term 2021
Term 3
Term 3
Term 3
Term 3
Term 3 Fee 2023
Terms Package
Test Package
Test package month
Twice a week
Twice a week PM
Two Lessons A week

Journal entries with a multi-account select option can be used.

A trial balance with specific date ranges can be used.

Click "Apply" to view your selected ranges.

If your company has the VAT functionality enabled you also have access to a VAT report.

Alternatively all of the financial documentation screens are exportable as well if you would like to compile other data.

Swool

This guide provides step-by-step instructions on how to access and use financial reporting tools in swool.io. It covers topics such as viewing sales summaries, package sales, aged balances, journal entries, trial balances, profit and loss reports, and VAT reports.

How to Access and Use Financial Reporting Tools