UPS Store®

UPS® Store Daily Revenue Report

Gain Insights into Revenue and Financial Performance with Docyt's Daily Revenue Report

Table of Contents



Accessing the Report

  1. Log in to your Docyt account.
  2. From the top navigation menu, select 'Business Reports' from the drop-down menu. In the subsequent menu, choose 'Revenue'.
  3. On the Revenue Reports page, locate and click the 'Daily Revenue Report' option to access the report.
  4. Customize the report parameters, such as selecting the desired period.
  5. Generate the report and review the detailed results to gain valuable insights into revenue performance and financial accuracy.

Limited Access: This report is exclusively available for select Docyt Plans. If you don't have access, please contact support@docyt.com for help.

To export your report to Excel or PDF format

    • Generate and review the desired report in Docyt.
    • To export your report to Excel or PDF format, go to the top right corner of the report page and find the three-dots menu icon (...). Click on the three dots to reveal the menu options, and from there, select 'Export as Excel' or 'Export as PDF'.
    • A notification will appear, indicating that the report can be downloaded from the 'Data Export' section of Docyt.
    • To download the report, navigate to the 'Data Export' section by clicking the 'Data Export' link in the notification. Click the ellipsis menu on the 'Data Export' page and select the 'Download' option.
                                              

Components & Sections of the Report

  • Revenue by Services: Detailed profit and loss data that breaks down revenue by different services offered.
  • Sales Tax: Information on sales tax collections, helping you stay compliant with tax regulations.
  • House and Corporate Account: Data related to revenue generated from house and corporate accounts, providing a comprehensive view of your customer base.
  • Payment Processor Settlements: Information on settlements made by payment processors, ensuring accurate financial records.
The Daily Revenue Report in Docyt consists of the following sections, providing a clear financial picture:
  • Revenue by Services
  • Sales Tax
  • House and Corporate Account
  • Payment Processor Settlements

Benefits

  • Financial Clarity: Gain insights into your revenue streams and financial performance, helping you make informed decisions.
  • Timely Monitoring: Access daily and month-to-date data, enabling you to track your business's financial health in real-time.

What To Do If Your Report Data Is Not Accurate

For inaccurate data:

  • Consult with your Docyt Account Manager for guidance and resolution.
  • For general support questions, please email Docyt support at support@docyt.com for help troubleshooting and resolving discrepancies.