Documentation Index

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Reporting & Analytics

  • Updated on Jul 3, 2026
  • Published on Jun 18, 2026
  • 3 minute(s) read
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Reporting & Analytics

Browse ROLLER's full reporting and analytics documentation — from daily operations reports and bookkeeping tools to visual Analytics dashboards and FAQs.

102 articles

3 sections

Reporting

Find and use ROLLER's standard reports — from daily operations and reconciliation to sales and membership tracking.

Get started

10 articles

Reports overview

1

15 min

Right report, right job

1

4 min

Quick guide: Key concepts & terms in ROLLER reports

1

6 min

Cash versus accrual accounting

1

4 min

Set up reporting categories and GL codes

1

3 min

Customize the reporting grid

1

4 min

Download reports

1

1 min

Save and reuse customized views

1

3 min

Scheduled reports

1

3 min

Notifications when exporting data from ROLLER

1

1 min

Report on daily operations

11 articles

Venue Manager dashboard

1

3 min

Bookings report

1

4 min

Attendance report

1

3 min

Daily Summary report

1

5 min

Detailed Transactions report

1

3 min

Transactions by channel

1

2 min

Staff Gratuity report

1

1 min

Till Reconciliation report

1

3 min

Invoices report

1

3 min

Recurring Payment Log report

1

2 min

Till Discrepancy by Staff Export report

1

1 min

Manage accounting & reconciliation

13 articles

ROLLER for bookkeepers

1

4 min

Revenue recognition and product expiry rules in ROLLER (accrual accounting)

1

2 min

Ledger Summary report

1

3 min

Revenue Recognition report

1

7 min

Trial Balance report

1

8 min

Sales Tax report (accrual accounting)

1

2 min

Sales Tax report (cash accounting)

1

2 min

Use the Sales Tax report with multi-component tax rates (on request)

1

5 min

Bookings receivables report

1

3 min

Deferred Revenue by Bookings report

1

2 min

Map GL accounts and tax rates for the Xero Export

1

10 min

Xero Export (accrual accounting)

1

3 min

Xero Export (cash accounting)

1

3 min

Track memberships

3 articles

How membership revenue is recognized

1

2 min

Choose the right membership report

1

8 min

Membership Entitlement Redemptions report

1

1 min

Track sales & revenue

5 articles

Detailed Product Sales report

1

7 min

Stock Sales report

1

5 min

Cost of Goods report

1

3 min

Gift Card Sales report

1

1 min

Sales by Modifier report

1

1 min

Analytics

Explore visual Analytics dashboards and reports for performance insights, guest data, revenue trends, and more.

Get started

2 articles

Get started with Analytics

1

8 min

View and interact with visual dashboards and reports

1

8 min

Revenue

12 articles

Revenue analytics dashboard

1

4 min

Online checkout revenue dashboard

1

4 min

Funds received dashboard

1

4 min

Gift card sales dashboard

1

2 min

Monthly cart size by sales channel report

1

2 min

Revenue by hour of the day report

1

2 min

Staff sales performance report

1

3 min

Discount code usage report

1

3 min

Membership product sales report

1

2 min

Monthly revenue year-over-year report

1

3 min

Deferred revenue report

1

3 min

Guest insights

2 articles

Guest analytics dashboard

1

4 min

Guest age distribution report

1

3 min

Memberships

4 articles

Recurring membership overview dashboard

1

3 min

Fixed-cost membership overview dashboard

1

1 min

Membership product sales report

1

2 min

Membership retention insights dashboard

1

4 min

Performance

2 articles

Weekly performance dashboard

1

4 min

Venue performance dashboard

1

3 min

Party package insights

7 articles

Parties booked dashboard

1

3 min

Parties hosted dashboard

1

3 min

Party package insights dashboard

1

4 min

Ancillary party spend by month report

1

3 min

Average party size by month report

1

3 min

Average party value by month report

1

3 min

Party spend per head by month report

1

2 min

FAQs

Answers to common questions about ROLLER reports, data interpretation, and reporting setup.

Reporting FAQs

32 articles

Why can't I access my Monthly Fee & Tax Statement?

1

1 min

How do I reconcile the Xero Export with payouts under net settlement?

1

1 min

How do I view future bookings with a paid deposit?

1

1 min

Card tokenization and credit card numbers in Venue Manager

1

1 min

Why can't I see my .csv downloads?

1

1 min

Can I view all products a guest has purchased over their lifetime?

1

1 min

Can I see how often guests visit our venue within a given time period?

1

1 min

Why does the Sales Tax report (accrual) not match the Daily Summary?

1

1 min

How do I recognize funds from expired gift cards?

1

2 min

Why does the Bookings report not match the attendance report?

1

1 min

How do I find chargeback details in Venue Manager?

1

1 min

How do I search using Apple Pay information in Venue Manager?

1

1 min

Why is the till summary missing from my Daily Summary report?

1

2 min

Why does revenue show up as negative in the Venue Manager dashboard?

1

2 min

What's the difference between product and reporting categories?

1

2 min

Does changing reporting categories and GL codes impact historical data?

1

1 min

How can I identify products without a reporting category?

1

1 min

How do accrual and cash accounting ROLLER reports differ?

1

2 min

What's the difference between funds received and revenue?

1

1 min

Difference between gross and net revenue

1

1 min

What's the difference between deferred revenue and accounts receivable?

1

1 min

What's the difference between tax collected and tax payable?

1

1 min

Why don't my sales figures match funds received for the same day?

1

1 min

How do I report on the total attendance at my venue?

1

2 min

How do I get weekly, monthly, or yearly data from Daily Summary?

1

2 min

How is revenue recognized for gift cards?

1

1 min

How do I view total online sales for a specific period?

1

1 min

How can I find membership redemptions in Venue Manager?

1

3 min

Why don't ROLLER Payments credit card reports match bank deposits?

1

2 min

How can I find out how many times a discount has been used?

1

1 min

Can I see a list of all bookings created by staff members?

1

1 min

Can I create custom reports & dashboards?

1

1 min

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