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Reports — Financial

The Financial Report gives you a complete picture of your facility's financial health for any date range — revenue, taxes, coach payouts, profit, and outstanding payments.

Viewing the Financial Report

To open the report:

  1. Go to Reports > Financial.
  2. Select a date range using the date picker (e.g., This Month, Last Month, or a custom range).

All numbers on the page update to reflect the selected period.

Summary Cards

Six cards appear at the top of the report:

Card What it shows
Total Revenue Total pre-tax amount from paid bookings
Tax Collected Total tax collected (with per-tax breakdown if your store has two tax rates)
Coach Payouts Total coach pay owed for lessons in the period
Net Profit Revenue minus coach pay
Unpaid in Period Total value of unpaid bookings in the selected range
Profit Margin Net profit as a percentage of revenue

Note

Revenue only includes paid bookings. Unpaid bookings appear separately in the Unpaid Bookings section below.

Monthly Revenue Chart

A bar chart shows revenue and net profit for each month of the current year. Hover over any month to see exact amounts.

  • Blue bars = total revenue
  • Green bars = net profit (revenue minus coach pay)

This chart always shows the full year, regardless of the date range you selected above.

Revenue by Category

A breakdown of your paid revenue by booking type:

  • Rentals — court rental bookings
  • Private Lessons — one-on-one coaching sessions
  • Group Lessons — multi-student coaching sessions

Each category shows the dollar amount and its percentage of total revenue.

Period-over-Period Comparison

Compares your current date range against the previous period of the same length. Three metrics are compared:

  • Revenue — total from paid bookings
  • Booking Count — number of paid bookings
  • Net Profit — revenue minus coach pay

Each metric shows the current value, the previous value, and the percentage change (green for increase, red for decrease).

Coach Payroll

The Coach Payroll section lists every coach who taught lessons during the selected period, along with the total amount owed to each.

Summary View

Each coach shows:

  • Name
  • Lesson count — how many lessons they taught
  • Total coach pay — what they're owed for the period

Coaches are sorted by total pay (highest first).

Drill-Down View

Click a coach's name to expand and see every individual booking:

  • Date and time of the lesson
  • Court where it was held
  • Type — Private Lesson or Group Lesson
  • Students — how many students attended
  • Revenue — what the customer was charged
  • Coach Pay — what the coach is owed for that lesson

Tip

Use the drill-down to verify specific bookings before paying your coaches.

Which Bookings Appear

A booking shows up in Coach Payroll when all of these are true:

  • A coach is assigned
  • It's a private or group lesson (not a court rental)
  • The lesson's end time has passed — in-progress lessons are not included
  • The booking is not cancelled

Warning

Coach pay is owed regardless of whether the student has paid. A completed lesson always counts toward payroll.

When This Section Is Hidden

If there are no qualifying bookings in the selected date range, the Coach Payroll section doesn't appear.

Paying Your Coaches

Gurail shows what each coach is owed, but payments happen outside the system. After reviewing the Coach Payroll section, pay your coaches through your preferred method (e-transfer, cheque, cash, etc.).

Unpaid Bookings

This section helps you track outstanding payments. It includes two parts:

Aging Summary

Four color-coded cards show how long payments have been outstanding:

  • 0–7 days (green) — recent, likely not an issue yet
  • 8–14 days (amber) — follow up soon
  • 15–30 days (orange) — overdue, needs attention
  • 30+ days (red) — significantly overdue

Each card shows the total dollar amount and booking count for that age bracket.

Unpaid Bookings Table

Below the aging cards, a table lists every unpaid booking, sorted oldest first. Each row shows:

  • Date of the booking
  • Age — how many days since the booking (color-coded badge)
  • Type — rental, private lesson, or group lesson
  • Court name
  • Customer name
  • Amount owed

Tip

Focus on the red (30+ days) bookings first. These are your highest-risk outstanding payments.