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.
Accounting Reports
Navigate to Reports > Accounting to create or run Accounting reports.
Report Type | What It Returns | Common Uses |
General Ledger | All GL transactions posted to your chart of accounts, including account, date, description, and debit/credit amounts | Month-end reconciliation, auditing account balances, locating specific transactions |
Deferred Income | Deferred income schedules and recognition entries, including deferred balance, recognition amounts, and recognition dates | Reconciling the Unearned Revenue account, reviewing deferred income schedules |
Reservation Daily Revenue | Daily revenue breakdown per reservation based on invoice line items | Detailed revenue-per-stay reporting, nightly audit |
Settlement Details | Payment settlement records broken down by payment processor batch | Reconciling deposits to your bank account, reviewing settlement timing |
Deposit Balances | Outstanding advance deposit balances by customer or reservation | Tracking unearned deposits, reviewing liability balances |
Gift Cards | Gift card issuance, redemption, and remaining balance records | Gift card reconciliation, identifying unredeemed balances |
Payroll | Payroll-related data records | Payroll review and export |
Journal Entry | Manual journal entries posted in Sharper | Reviewing manual adjustments, audit trail for manual entries |
Booking Reports
Navigate to Reports > Booking to create or run Booking reports.
Report Type | What It Returns | Common Uses |
Reservations | Booking reservation records with guest, dates, product, and status | Reservation lists, arrival/departure reports, status audits |
Occupancy | Occupancy metrics for booking reservations by date | Booking occupancy analysis — see Occupancy Reports for details |
Contracts | Contract records tied to booking reservations | Contract status tracking, e-sign audit |
Product | Product and rate data for booking reservations | Reviewing what products are being booked and at what rates |
Coupons | 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 |
Reservations | Campground reservation records with guest, site, dates, and status | Site reservation lists, arrival/departure reports |
Occupancy | Occupancy metrics for campground sites by date | Campground occupancy analysis, seasonal trends — see Occupancy Reports for details |
Rent Roll | Currently active site tenants with their site assignment and rent amount | Monthly rent roll reporting, tenant lists |
Space Assignments | Site assignment records showing which guest is assigned to which site | Site map auditing, assignment history |
Meter Reads | Utility meter reading records for campground sites | Utility billing reconciliation, meter read history |
Contracts | Contract records tied to campground reservations | Contract status tracking, e-sign audit |
Product | Product and rate data for campground reservations | Reviewing booked products and applicable rates |
CRM Reports
Navigate to Reports > CRM to create or run CRM reports.
Report Type | What It Returns | Common Uses |
Customers | Customer profile data including contact information, account status, and flags | Customer lists, mailing lists, autopay enrollment review |
Customers As Of Date | Customer account balances and status as they existed on a specific past date | End-of-month or year-end customer balance snapshots |
Balance Details | Detailed breakdown of each customer's outstanding account balance | Collections follow-up, balance auditing |
Invoices | Invoice summary records — invoice number, customer, date, amount, and status | Invoice aging, outstanding balance review |
Invoice Details | Invoice line-item detail — individual charges within each invoice | Detailed revenue analysis, auditing specific charges |
Payments | Payment records — date, amount, method, and associated invoice | Payment history, cash receipts review, bank reconciliation |
Customers 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.
Marina Reports
Navigate to Reports > Marina to create or run Marina reports.
Report Type | What It Returns | Common Uses |
Reservations | Marina slip reservation records with vessel, slip, dates, and status | Reservation lists, arrival/departure reports, liveaboard reviews |
Occupancy | Occupancy metrics for marina slips by date | Slip occupancy analysis, seasonal trends — see Occupancy Reports for details |
Rent Roll | Currently active slip tenants with their slip assignment and rent amount | Monthly slip rent roll, tenant lists |
Vessels | Vessel records including vessel name, type, dimensions, and owner | Vessel inventory, insurance requirements review |
Space Assignments | Slip assignment records showing which vessel or customer is assigned to which slip | Slip map auditing, assignment history |
Meter Reads | Utility meter reading records for marina slips | Utility billing reconciliation, meter read history |
Contracts | Contract records tied to marina reservations | Contract status tracking, e-sign audit |
Product | Product and rate data for marina reservations | Reviewing booked products and applicable rates |
Point of Sale Reports
Navigate to Reports > Point of Sale to create or run POS reports.
Report Type | What It Returns | Common Uses |
Z-Out | Cash drawer reconciliation summary for a shift or business day | End-of-shift cash reconciliation — see Point of Sale — Z-Out Report for details |
Orders | POS order summaries including order total, date, register, and status | Daily sales review, order history |
Order Details | Individual line items within each POS order | Product sales breakdown, detailed transaction review |
Order Modifiers | Modifier and add-on selections applied to order items | Modifier usage analysis |
Tips | Tip records by order, server, and amount | Tip reporting for payroll, tip pool calculation |
Product | POS product sales data | Top-selling products, product revenue analysis |