Business Reports & Budgets
- How to Access Cash Based Balance Sheet and Profit & Loss Reports
- Review Docyt's Business Reports
- Creating/Editing New Business Reports and Copy Mapping in Docyt
Budget
- Viewing Budget and Forecasts Against Report Data in Docyt
- Set Budgets and Forecasts in Businesses for Effective Financial Planning
- Adding 'Budget' Columns to the First Level of Drill Down
- Create budgets in Docyt
- Create a Forecast in the Business in Docyt
For Hospitality Businesses
- Guide to Reports for Hospitality Businesses in Docyt
- Owner’s Operating Statement for Hospitality
- Operator’s Operating Statement for Hospitality Businesses
- Balance Sheet for Hospitality Businesses
- Cash Flow Report for Hospitality
- Access Daily/Monthly Revenue Report
- Revenue Accounting Report For Hospitality
- Vendor Expense Report
- Hospitality Rooms Report (Schedule 1)
- Hospitality Food and Beverage Report (Schedule 2)
- Hospitality Miscellaneous Income Departmental Report (Schedule 4)
- Hospitality Administrative and General Expenses Report (Schedule 5)
- Hospitality Information and Telecommunications Systems Report (Schedule 6)
- Hospitality Sales and Marketing Report (Schedule 7)
- Hospitality Property Operation and Maintenance Report (Schedule 8)
- Hospitality Utilities Management Report (Schedule 9)
- Hospitality Management Fees Report (Schedule-10)
- Hospitality Non-Operating Income and Expenses Report (Schedule-11)
- Hospitality House Laundry Expenses Report (Schedule 12)
- Hospitality Staff Dining Report (Schedule 13)
- Hospitality Payroll-Related Expenses Report (Schedule 14)
- How to Use the Enhanced Multi-Month Filter in Business Reports
- Key Hospitality Industry Metrics: From Operational Hours to Guest Occupancy
- Hospitality Industry Room Statistics and Occupancy Percentages as per USALI
- Key Performance Indicators (KPIs) for Hospitality Businesses
UPS Store®
- Guide to UPS® Store Business Reports
- UPS® Store Owners Report
- UPS® Store Manager's Report (Center Operator's Report)
- UPS® Store Balance Sheet
- UPS® Cash Flow Report
- UPS® Store Vendor Expense Report
- Guide to UPS Store Revenue Reports
- UPS® Store Daily Revenue Report
- UPS Store Revenue Accounting Report
- Managing Property Tax and Insurance Payments for UPS Stores
- UPS Store® Monthly/Quarterly Revenue Finalization Checklist
- Optimizing UPS Services: Key Industry Metrics to Monitor in Docyt
- Key Performance Indicators Dashboard for UPS Stores (KPIs)
For Quick Service Restaurants
- Guide to Quick Service Restaurants Reports
- QSR Owner's Report
- QSR Manager's Report
- QSR Balance Sheet
- Cash Flow Report for Quick Service Restaurants
- Vendor Expense Reports for Quick Service Restaurants
- QSR Daily Revenue Report
- Key Performance Indicators (KPIs) for Quick Service Restaurants (QSR)
Multi-Entity / Multiple Businesses
Business
- Owner's Operating Statement in Docyt
- Operator's Operating Statement in Docyt
- Balance Sheet in Docyt
- Cash Flow Statement in Docyt
- Vendor Expense Report in Docyt
- Guide to Business Reports (Other than UPS, Hospitality, QSR businesses)
- Business Dashboard: Key Performance Indicators (KPIs)
Setup
Import, Export & Share Data
- How to Export Data from Docyt
- How to Export/ Import Budget in Excel Format
- How to Share the KPI Dashboard with Other Business Employees?
- How to Access and Download Financial Reports
- Downloading individual, consolidated, and portfolio reports