This detailed guide assists administrators in managing financial reports within the system. From navigating to the sales dashboard to customizing reports by category, each step is clearly outlined to facilitate a smooth experience. The guide is intended to help users navigate through the process of managing the sales dashboard, adding filters, and customizing reporting for new insights, ensuring financial data is effectively summarized and managed.

Begin by locating the 'Sales' tab in the left-hand side dashboard of the admin portal. Click on the tab to initiate the process.

Within the Sales dashboard, locate the filter icon, represented by three horizontal lines and located towards the right-hand side of the search bar. Click on this icon to open filter capabilities.

Once the Filter settings are expanded, locate the 'Category' label. Click on the drop-down menu below the label to open a list of possible categories to filter by. Choose the filter that you want the sales data to be filtered by.

After selecting a category, find the 'Subcategory' label. Click on the drop-down menu below the label to open a list of possible subcategories to further filter your sales data. Choose the filter that you want to additionally filter the sales data by.

For additional filters, follow the same process for each of the sections within the Filters settings. You can choose to further filter your sales data by a range of dates, facility, team, payment status, and interval type.

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