The KPI / Profit & Loss report
How revenue is grouped for reporting.
Settings > KPI Report
- 1
Open the report settings
Settings > KPI Report (titled Profit & Loss) is where each revenue source is mapped into a reporting group.
- 2
The sources
Revenue comes from climbing, epos_order, party, gift_card and user_membership_plan.
- 3
The groups
Each source is mapped to a category such as CnC Admission, CnC Addons, CnC Party Packages, EPOS Hot Food, EPOS Cold Drinks, Merchandise or Membership.
- 4
Change a mapping
Adjust the mapping and Save. Do this in agreement with whoever produces the accounts — it changes how every future report reads.
Watch out for
- Remapping a category changes reporting for everyone. Agree the change before saving.
Related guides
- Reading the Dashboard — What Funds Taken and Funds Realised mean, and how to change the date range.
- Downloading reports — Staff discounts, gift card balances, members and attendance.