🔒 Alpha: Smarter Reports are currently in alpha. We’ll reach out if your account qualifies.
Different Smarter Reports answer different business questions. The best report depends on what you are trying to review.
Use this guide when you know the question you want to answer but are not sure which report to open.
Quick report picker
Business question | Recommended report | Use it when | Do not use it for |
How much did we sell during this date range? | Sales Summary | You want a high-level view of sales by checkout date | Reviewing payment timing or bank deposits |
Which invoices make up my sales total? | Sales Invoice | You want invoice-level sales detail | Reviewing each service or product line item |
Which services, products, or categories were sold? | Sales Line Item | You want item-level detail by service, product, staff, or Revenue Category | Reviewing payment transactions |
How much revenue did we receive on a cash basis? | Cash Basis Sales | You want sales recognized when payment was received | Matching payouts or bank deposits |
Which invoices or items make up my cash-basis total? | Cash Basis Sales Detail | You want detailed cash-basis rows | Reviewing checkout-date sales |
How much money did we collect? | Payment Summary | You want payment and refund totals by transaction date | Reviewing what was sold |
Which transactions make up my payment total? | Payment Transaction | You want transaction-level payment details | Reviewing sales by service or product |
Which invoices are unpaid? | Open Invoice | You want unpaid invoice balances as of a selected date | Reviewing all historical sales |
How much deposit balance is still unused? | Unapplied Deposit | You want remaining customer deposit balance as of a date | Reviewing deposit activity history |
What happened to a customer's deposit? | Deposit Audit Log | You want collected, applied, forfeited, or refunded deposit activity | Reviewing regular sales revenue |
How much store credit was issued or used? | Store Credit reports | You want store credit activity or remaining balance, if available in your account | Reviewing payments collected |
Which packages were redeemed? | Package Redeem | You want package usage details | Reviewing regular sales totals |
How much package balance remains? | Package Remaining Balance | You want remaining package value, if available in your account | Reviewing payment deposits |
⚠️ Important: Sales, payments, cash-basis sales, and customer balances are related, but they are not the same thing. A different total can be expected when the reports use different logic.
If you want to review sales
Start with Sales Summary if you need a high-level performance view.
Use Sales Invoice when you need to see the invoices behind the total.
Use Sales Line Item when you need to see the services, products, staff, or Revenue Categories behind the total.
If you want to review money collected
Start with Payment Summary if you need total money collected, refunds, or processing fees.
Use Payment Transaction when you need the transaction-level detail behind the summary.
📝 Note: Payment reports are based on when the payment or refund happened. Sales reports are based on sales logic, such as checkout date or line item detail.
If you want to review cash-basis revenue
Use Cash Basis Sales when you want sales recognized by payment timing.
This is helpful if your business or bookkeeper reviews revenue on a cash basis.
⚠️ Important: Cash Basis Sales is not a payout reconciliation report. Payouts may be affected by processor timing, settlement timing, fees, adjustments, or other payment processor logic.
If you want to review unpaid invoices
Use Open Invoice when you want to see invoices that were still unpaid as of a selected date.
This is useful for:
Following up with customers who have unpaid balances
Reviewing accounts receivable at month-end
Checking whether past invoices were still open on a specific date
If you want to review deposits, store credit, or packages
Use the liability and balance reports when you need to review value that belongs to customers or can be used later.
Customer balance type | Use this report |
Deposit activity | Deposit Audit Log |
Unused deposit balance | Unapplied Deposit |
Store credit activity or balance | Store Credit reports, if available |
Package usage | Package Redeem |
Remaining package balance | Package Remaining Balance, if available |
If the report you need is missing
Some reports may not be available in every alpha account.
If you do not see a report listed in your account:
Confirm that Smarter Reports are enabled for your business.
Check whether you have the right report permission.
If a report that was previously available has disappeared, contact MoeGo Support.
If your account does not include a report, use the available report that most closely matches your business question.