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Financial

Reports related to revenue and expenses.

  • Financial Analysis (InSight)

    Reports listed in the category are typically those related to the analysis of Financial information including revenue and expenses. Client Revenue Stats Displays list of Clients with key statistical a...

  • Financial Other (InSight)

    Reports listed in the category are typically those related to Financial topics but do not fit under other report subcategories. Cart Average Time Spent Displays a list of WebReg Cart statistics based ...

  • Funding (InSight)

    Reports listed in the category are typically those related to the Funding Source records related to Client Funding and Course Section Funding. Client Funding Displays list of Client Funding records di...

  • Invoices (InSight)

    Reports listed in the category are typically those related to Client Invoice records. Account Statement Displays a list of Client Invoice Line Items and Payments in a running display format. Pro/Elite...

  • Receipts (InSight)

    Reports listed in the category are typically those related to Receipt formats for payment transactions. Pro/Elite User Notes: Receipt reports are created using the Form Designer tool rather than the c...

  • Revenue-Expenses (InSight)

    Reports listed in the category are typically those related to Revenue and Expense transactions. Balance Due Displays list of Balance Due amounts grouped by Client and displayed in a column format. Dep...