Track Every Dollar with the Financial Summary Report

The report brings together everything you need to reconcile payments, monitor revenue, and understand usage-based costs:

• Invoices & Adjustments – See total invoiced revenue (excluding deposits) and credit note adjustments for the period.
• Payments & Refunds – Track funds received, refunds issued, and surcharges to calculate your net payout.
• Platform Usage – Understand how Loopit usage contributes to your monthly billing, including fleet and TruePass activity.
• Revenue Breakdown – Analyse revenue by item or package to identify your most profitable segments.
• Filters & Export – Adjust date ranges, filter by location, and export results as CSV for deeper analysis.

Whether you’re reconciling payments or tracking revenue trends, this report provides a single source of truth for your financial data.