Reports: All Reports Overview

Not sure which report to pull? Start here. The tables below list every report in Club Caddie and tell you in one line what each one shows. Find the report you need, then click its name to open the full guide when there is one.

Where to find them: Open the Reports module and pick a report from the menu on the left. Most reports let you filter by Day, Week, Month, Year, or a custom From/Till date range, and many can be exported to Excel once your results load.

NOTE: This is a reference index of what each report shows. Reports are available on both the Desktop and Browser versions of Club Caddie; the exact menu placement and export controls can vary slightly between them.

1) Sales & Revenue Reports

Report	What It Shows
Sales by Department Report	Full sales for every department, sub-department, and category with cost, margin, quantity, discounts, and tax.
Sales Detail by Department Report	Items sold within each department and sub-department, with quantity, sales, cost, and margin.
Sales by Item Report	Items sold with department, vendor, unit price, wholesale price, and quantity for a date range.
Sales by Item/SKU Report	Item-level sales with SKU, COGS, sale price, discounts, tax, and service charge.
Sales by Month by SKU Report	Monthly SKU sales by sub-department, including the associated GL account and pre-tax value.
Sales by Employee Report	Total sales per employee, plus unearned revenue, refunds, and discounts.
Sales by Payment Method Report	Sales grouped by the payment method used.
Comparative Sales Report	Compares sales between two separate date ranges, filterable by department, sub-department, and category. (no dedicated article yet)
Discount Summary Report	Every discount applied to a transaction over a period, including custom discount types. (no dedicated article yet)
Dashboard	High-level sales overview across departments with an Excel download option.
MIR Report	Departmental revenue breakdown including golf rounds by type and all tax types. (no dedicated article yet)
Jonas Sales Report	Sales, tax, and discount data formatted to export into Jonas Club Software. (no dedicated article yet)

2) Golf Rounds & Activity Reports

Report	What It Shows
Rounds Played Report	Checked-in rounds and total amount collected, broken down by customer.
Round Breakdown Report	Every checked-in round with source and type filters (POS, online, mobile, etc.).
Golfer History Report	Rounds played, 9- and 18-hole averages, and no-shows per golfer.
GHIN Rounds Report	GHIN rounds reporting for handicap posting.
Calculating Yearly Rounds	How-to guide for pulling total rounds played across a full year.
Activity Breakdown Report	Every checked-in activity from the Activity Sheet, with source and type filters. (no dedicated article yet)
Activity Played Report	Checked-in activities and total amount collected, broken down by customer. (no dedicated article yet)
Active Rates Report	All golf rates (rack and class) active as of a selected date.
Tee Booking & Cancellation Report	Tee bookings with who booked, when it was booked, the actual tee date, plus cancellation date and which employee cancelled.

3) Membership & Customer Reports

Report	What It Shows
Member Activity Report	Every transaction processed with a membership charge, by member, with View Order access.
Membership Adjustment Report	Adjustments made to member accounts, with chart of account and notes.
Membership Type Change Report	Class changes per member, including new assignments, expirations, and suspensions.
Membership Billing Report	Billing by member class - counts, next billing date, and total billing amount. (no dedicated article yet)
Member Spending Report for Minimums	Member spend measured against an active minimum spend rule, with remaining amount. (no dedicated article yet)
Invoice Report	Every member invoice generated for a period, with balances, dates, and payment amounts. (no dedicated article yet)
Aging Report	Outstanding member balances aggregated into aging buckets (1-30, 31-60, etc.).
Aging Report - Filter by Transaction or Statement Date	The Aging Report's transaction-date vs. statement-date filter option.
Customer Spend by Department Report	Total spend per customer across each department, including membership dues.
Customer with Saved Card Report	Customers with a saved card on file, filterable by expired vs. non-expired.
Customer Loyalty Report	Loyalty points per customer or member, with profile editing for adjustments. (no dedicated article yet)
Flags Report	Customers with an account flag, including flag type, note, and status. (no dedicated article yet)

4) Events Reports

Report	What It Shows
Event Finalization Report	Complete breakdown of all events finalized in a period, with cost, profit, and tax.
Event Charge Summary Report	Summary of charges tied to events.
Event Service Type Report	Event activity grouped by service type.
Events Adjustment Report	Adjustments made against events.
Event Payment Report	All payments made against any event that has been set up. (no dedicated article yet)
Liability Account Report	Event and booking liabilities, deposits, balances, and anticipated revenue dates.

5) Inventory Reports

Report	What It Shows
On-Hand Report	Inventory on-hand snapshot by department, sub-department, and category (inventory items only).
Receive Inventory Report	Items received through the Receive/Transfer Inventory screen, with PO and cost detail.

6) Accounting, GL & QuickBooks Reports

Report	What It Shows
General Ledger Report	High-level overview of all credits (revenue) and debits (payments) for a period.
QuickBooks Report	Download Customers, Items, Sales, and Receipts; export an .IIF file for QuickBooks Desktop.
Charity Summary Report	Charities used for contributions and cumulative donation totals for a date range.
GL Code Report	Credits and debits mapped to the chart of accounts from QuickBooks Integration setup. (no dedicated article yet)
GL Code Report V2	Credits and debits with chart of accounts per transaction type and sub-department. (no dedicated article yet)
Muni GL Code Report	GL Code Report formatted for export into the Banner accounting system. (no dedicated article yet)
Oracle GL Code Report	GL Code Report formatted for export into Oracle; exportable as CSV. (no dedicated article yet)

7) Payments, Terminals & Day-End Reports

Report	What It Shows
Payment Summary Report	All sales, event deposits, and refunds by tender type; exportable to Excel.
Terminal Summary Report	Per-terminal sales, check-ins, tips, refunds, cash dropped, and variance.
Terminal Closing Report	When a terminal was closed, by whom, starting balance, and totals entered.
Daily Course Summary Report	The sum of all terminal summaries for a day, with payment summary by tender type.
Variance Report	What the system expects for cash versus what was actually closed with at day-end.
Cash Payout Summary Report	Every cash payout in a date range, with recipient, amount, notes, and type.
Employee Drawer Report	Each time the cash drawer was opened, with date, time, and the logged-in employee.
Server Banking Summary Report	End-of-day reconciliation for servers working out of their own bank.
Void/Return Report	Void and return order summaries with order ID, date, and employee.
Payments Failed Through Wallet Report	Saved payment methods (card or ACH) that failed on a transaction or recurring charge. (no dedicated article yet)

8) Tax Reports

Report	What It Shows
Sales Tax Detail Report	Taxable and non-taxable items sold in a period, with tax and service-charge amounts.
Tax Management Report	Totals per tax type on earned and unearned revenue.

9) Vouchers & Loyalty Reports

Report	What It Shows
Credit Voucher Report	Every voucher type sold - gift, refund, raincheck, credit book - with balances and usage.
Customer Loyalty Report	Loyalty points per customer or member (also listed under Membership & Customer). (no dedicated article yet)

10) Employee & Labor Reports

Report	What It Shows
Clock In/Out Report	Time cards, approved hours, tips earned, and tips per hour by employee.
Tips Summary Report	Total cash, non-cash, and shared tips, with overall tip balance.
Tip Ledger Report	Ledger of all tips applied or shared, by user, with timestamps. (no dedicated article yet)