Molo Reporting

The "Customer" Report
Below is an explanation of how the Customer report captures data. The report shows all Contacts you have in Molo regardless of the date range entered. ...
Tue, 22 Aug, 2017 at 1:12 PM
The "Accounts Receivable" Report
This report runs using a Point-In-Time logic. Basically this means that the report shows all the invoice balances as they existed on the date entered in the...
Mon, 10 Feb, 2020 at 5:01 PM
The "Slip Owner Activity and Distribution" Report
Below is an explanation of how the Slip Owner Activity and Distribution report captures data. Using the Dates entered, the system scans all reservations ...
Tue, 14 Nov, 2017 at 1:56 PM
How the "Credit Card Activity" Report Works
This report retrieves attempted Molo Credit Card transactions that are attempted whether approved or declined. Below are some details about precisely how it...
Thu, 24 Sep, 2020 at 6:44 PM
The "Reservation Follow-Up" Report
The Reservation Follow-Up report is a way to get information about reservations, contacts, vessels, reservation totals, and customer balances. It is helpful...
Wed, 17 Oct, 2018 at 1:19 PM
The "Rate Usage and Revenue" Report
The Rate Usage and Revenue report is a way to see how many times a particular rate was used for a reservation and how much revenue was generated from that r...
Wed, 17 Oct, 2018 at 2:42 PM
The "Unbilled Service Jobs" Report
The Unbilled Service Jobs report is used to find all work order jobs that have yet to be invoiced. Below are some details about how the report runs and how ...
Fri, 7 Jul, 2023 at 10:59 AM
The "Invoice Line" Report
The Invoice Line report in Molo is a powerful report that allows you to pull out all receivable invoice and credit note line items. How the Report Retri...
Thu, 15 Aug, 2019 at 11:28 AM
Sales and Cash Flow Reports
The Sales and Cash Flow reports have two main components, the transactions section and the revenue section. Both sections display totals, as well as a break...
Wed, 14 Dec, 2022 at 11:45 AM
The "Unallocated Payments" Report
Background This report can help you in reviewing advance deposits for future reservations, deposits for work orders, and payments made on accounts that hav...
Tue, 14 Jul, 2020 at 11:26 AM