The KPI / Profit & Loss report

How revenue is grouped for reporting.

Settings > KPI Report

  1. 1

    Open the report settings

    Settings > KPI Report (titled Profit & Loss) is where each revenue source is mapped into a reporting group.

  2. 2

    The sources

    Revenue comes from climbing, epos_order, party, gift_card and user_membership_plan.

  3. 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. 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

Read the FAQ