When creating a new report, you must select a Report Type. The report type determines which data set is queried and which fields are available to include as columns.
Important: The report type cannot be changed after a report is saved. If you need the same layout for a different data set, create a new report with the correct type.
Every report type name below links to a full guide covering its use case, its recommended columns, and how to read its figures correctly.
Accounting Reports
Navigate to Reports > Accounting to create or run Accounting reports.
Report Type | What It Returns | Common Uses |
All GL transactions posted to your chart of accounts, including account, date, description, debit/credit amounts, Reservation ID, and Booking ID | Month-end reconciliation, auditing account balances, locating specific transactions | |
Deferred income schedules and recognition entries, including deferred balance, recognition amounts, recognition dates, Reservation ID, and Booking ID | Reconciling the Unearned Revenue account, reviewing deferred income schedules | |
Daily revenue breakdown per reservation based on invoice line items | Detailed revenue-per-stay reporting, nightly audit | |
Individual settlement records showing how each payment was applied to invoices, including Reservation ID and Booking ID. Where a payment was taken at a Point of Sale register, the Sharper register batch is included. | Reviewing how payments were applied, tracing a payment to the invoices it settled, Point of Sale register review | |
Outstanding advance deposit balances by customer or reservation | Tracking unearned deposits, reviewing liability balances | |
Gift card issuance, redemption, and remaining balance records | Gift card reconciliation, identifying unredeemed balances | |
Staff shift records — who worked, start and end times, and duration. There are no pay rates, gross pay, or deduction columns. | Producing hours worked per staff member for a pay period, and finding shifts never clocked out. Wages are calculated outside Sharper. | |
Manual journal entries posted in Sharper, including Reservation ID and Booking ID | Reviewing manual adjustments, audit trail for manual entries | |
General ledger entries that have already been exported to Sage 300, with the export document date. It is a record of what was sent, not a tool that creates an export. | Confirming a period's entries transferred, and reconciling Sharper against Sage 300. Always empty unless your property uses Sage 300. |
Note: Settlement Details shows how payments were applied inside Sharper. It does not contain payment processor batch numbers, funding dates, or bank deposit identifiers, so it cannot be used on its own to reconcile deposits against your bank statement.
Booking Reports
Navigate to Reports > Booking to create or run Booking reports.
Report Type | What It Returns | Common Uses |
Booking reservation records with guest, dates, product, and status | Reservation lists, arrival/departure reports, status audits | |
Occupancy metrics for booking reservations by date | Booking occupancy analysis — see Occupancy Reports for details | |
Contract records tied to booking reservations | Contract status tracking, e-sign audit | |
The Booking product catalog — price, active status, tax code, and the general ledger accounts each product posts to. Setup data, not sales figures. | Auditing income account and tax code setup, reviewing prices. For what has actually been booked, use Reservations. | |
Coupon usage records | Tracking discount usage and coupon redemptions |
Campground Reports
Navigate to Reports > Campground to create or run Campground reports.
Report Type | What It Returns | Common Uses |
Campground reservation records with guest, site, dates, and status, including Vehicle ID | Site reservation lists, arrival/departure reports | |
Occupancy metrics for campground sites by date | Campground occupancy analysis, seasonal trends — see Occupancy Reports for details | |
Currently active site tenants with their site assignment and rent amount, including Vehicle ID | Monthly rent roll reporting, tenant lists | |
Full site meter inventory with occupancy status and last reading | Utility audits combining occupancy and meter status in a single view | |
Site assignment records showing which guest is assigned to which site, including Vehicle ID | Site map auditing, assignment history | |
Utility meter reading records for campground sites | Utility billing reconciliation, meter read history | |
Contract records tied to campground reservations, including Vehicle ID | Contract status tracking, e-sign audit | |
The Campground product catalog — price, active status, tax code, and the general ledger accounts each product posts to. Setup data, not sales figures. | Auditing income account and tax code setup, reviewing prices. For what has actually been booked, use Reservations or Rent Roll. | |
Vehicle records including make, model, plate, and owner information, and Vehicle ID | Vehicle inventory, plate/permit lookups |
CRM Reports
Navigate to Reports > CRM to create or run CRM reports.
Report Type | What It Returns | Common Uses |
Customer profile data — contact information, account status, and flags — together with the receivable balance columns Current Balance, 30 Day Balance, 60 Day Balance, 90 Day Balance, and Over 90 Day Balance | Customer receivable balances by age (the report commonly called A/R aging), collections review, customer and mailing lists, autopay enrollment review | |
Customer account balances and status as they existed on a specific past date | End-of-month or year-end customer balance snapshots | |
Detailed breakdown of each customer's outstanding account balance | Collections follow-up, balance auditing | |
Invoice summary records — invoice number, customer, date, amount, and status | Invoice aging, outstanding balance review | |
Invoice line-item detail — individual charges within each invoice | Detailed revenue analysis, auditing specific charges | |
Payment records — date, amount, method, and associated invoice | Payment history, cash receipts review, bank reconciliation |
Customer As Of Date is unique — it shows data as it existed on a specific historical date rather than the current state. Enter the date you want to look back to when running this report. This is useful for producing end-of-month or year-end snapshots of customer account balances.
If you are looking for an A/R aging report, the Customer List report type is where the aged balance columns live. A pre-built version is also supplied as Sharper Customer A/R.
Marina Reports
Navigate to Reports > Marina to create or run Marina reports.
Report Type | What It Returns | Common Uses |
Marina slip reservation records with vessel, slip, dates, and status, including Vessel ID | Reservation lists, arrival/departure reports, liveaboard reviews | |
Occupancy metrics for marina slips by date (includes Vessel ID) | Slip occupancy analysis, seasonal trends — see Occupancy Reports for details | |
Currently active slip tenants with their slip assignment and rent amount, including Vessel ID | Monthly slip rent roll, tenant lists | |
Vessel records including vessel name, type, dimensions, owner, Vessel ID, and insurance information (insurance agent name, phone, and email; COI received status; additional insured) | Vessel inventory, insurance compliance review, agent contact lookup | |
Full slip meter inventory with occupancy status and last reading | Utility audits combining occupancy and meter status in a single view | |
Slip assignment records showing which vessel or customer is assigned to which slip, including Vessel ID | Slip map auditing, assignment history | |
Utility meter reading records for marina slips | Utility billing reconciliation, meter read history | |
Contract records tied to marina reservations, including Vessel ID | Contract status tracking, e-sign audit | |
The Marina product catalog — price, active status, tax code, and the general ledger accounts each product posts to. Setup data, not sales figures. | Auditing income account and tax code setup, reviewing prices. For what has actually been booked, use Reservations or Rent Roll. |
Point of Sale Reports
Navigate to Reports > Point of Sale to create or run POS reports.
Report Type | What It Returns | Common Uses |
Cash drawer reconciliation summary for a shift or business day | End-of-shift cash reconciliation — see Point of Sale — Z-Out Report for details | |
POS order summaries including order total, date, register, and status | Daily sales review, order history | |
Individual line items within each POS order | Product sales breakdown, detailed transaction review | |
Modifier and add-on selections applied to order items | Modifier usage analysis | |
Tips taken at the register, by server, payment method, and register batch | Working out what each server is owed at the end of a shift, separating card tips needing payout from cash already taken | |
The point of sale product catalog — price, SKU, active status, tax code, and the general ledger accounts each item posts to. Setup data, not sales figures. | Auditing income account and tax code setup, reviewing prices, retiring obsolete items. For what has actually sold, use Order Details. |
This article lists the report types and what each one returns. For the full list of columns available inside each type, see the Sharper Reporting Columns Reference Guide. For a walkthrough of the reporting form itself — the Name, Token, Subtotal, column picker, and filter fields — see the Sharper Reporting Reference Guide.