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Reports - Marina Product Report

Written by Andy Hornbeak

The Marina Product report lists the marina products in your catalog — slip rates, storage, and any other marina item you sell — along with each one's price, tax treatment, and the general ledger accounts it posts to. It is a setup and audit report rather than a sales report.

This article assumes you already know the basics of the Sharper reporting module — the Name, Token, Subtotal, column picker, and filter fields. For a full walkthrough of the reporting form itself, see the Sharper Reporting Reference Guide. This article only covers what's specific to the Product report.


Why This Report Matters

Product setup is where accounting problems begin. A slip rate pointed at the wrong income account, or a product left non-taxable when it should be taxed, will keep producing incorrect entries every time it is sold — and the error usually surfaces months later at reconciliation, not at the point of sale. This report lets you review the whole catalog at once rather than opening products one by one, which makes it useful for:

  • Checking every marina product is mapped to the correct income account before a period close

  • Reviewing prices across the catalog ahead of a rate increase

  • Confirming tax codes are applied consistently

  • Finding inactive products that are still attached to live bookings


Marina Products Only, and No Sales Figures

Two things to know about the report's scope:

  • It lists marina products only. Campground, booking, and point of sale products each have their own Product report, and items will not cross between them.

  • It describes how products are set up, not how they have sold. There are no quantity, revenue, or date columns.

If you are trying to answer "how much did we sell of this?", this is the wrong report — it will show you the product's list price and nothing about actual sales. Use Marina Reservations or Marina Rent Roll for what has actually been booked and charged, or the Accounting General Ledger report for posted revenue by account.


Building a Product Report

  1. Go to Reports → Marina → Product in the left sidebar.

  2. If a shipped report is close to what you need, use the ⋯ menu → Copy first — shipped reports can only be edited by the Sharper team.

  3. Otherwise click + New and give it a Name, such as "Marina Product Account Audit."

  4. Add the columns below from the Available panel.

  5. Click Save, then Get Report to run it.


Available Columns

This report has a short, focused column list:

Field

What It Shows

Product Name

The product as it appears when booking

Price

The list price on the product record. This is the base rate, before rate plans or fixed-price overrides on a reservation.

Active

Whether the product is still available to sell

Taxable

Whether tax is applied at all

Tax Code

Which tax code governs the rate charged

Income account

Where revenue from this product posts. The most important column on the report for accounting accuracy.

Account

The product's general account, used where a more specific one is not set

Assets account

The asset account associated with the product, where one applies

COGS account

The cost of goods sold account, for products carrying a cost

Created Date, Created Week, Created Time

When the product was added — useful for reviewing recent catalog changes

Product ID

The product's identifier, for matching against other reports

Note: A blank Income account does not necessarily mean revenue goes nowhere — Sharper falls back to the product's general Account when no income account is set. It does mean the posting is relying on a fallback rather than a deliberate choice, which is worth reviewing.


Useful Filters

  • Products with no income account: Field Income account, set to is empty. Run this before every period close.

  • Active catalog only: Field Active, set to Yes.

  • Non-taxable products: Field Taxable, set to No — check each one is deliberately exempt.

  • Everything on one income account: Field Income account, set to the account, to see what feeds a general ledger line.

  • Zero-priced products: Field Price, operator =, value 0.

  • Recently added: Field Created Date, operator Between, covering the last month.

A saved report filtered to active products, sorted by Income account, is a quick way to see your whole marina catalog grouped by where its money lands.

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