Billing & Cost Sharing

Financial Reports

In the Reports workspace, select a report on the left, set a period, and read the results on the right. Then export to Excel or PDF, or print.

How the workspace works

Select a report and set the period. Resyrv makes the report from live ledger and flight data. You can export each report to Excel or PDF, or print it directly. Thus you can move the numbers into a board packet or to an accountant without typing them again.

On a wide screen, the filters are in one row above the table: the date range first, then the other filters of the report, then Apply. If you select a date option, for example This month or Last 30 days, the report loads again immediately. If the filters do not fit, they go into one Filters button. The filters that you applied show next to it as tags, and you can clear a tag with one click. Search, Columns, and Export are together at the right of that row.

Search finds what you see in the table. Columns lets you select which columns show, and keeps your selection for each report. Below the table, select 25, 50, or 100 rows per page, and move between pages. All reports have pages in this way.

Maintenance Due and Aircraft Maintenance Records group their rows below each aircraft, with a short summary next to the tail number. Collapse an aircraft that you do not need to see. Or turn off Group by aircraft in Columns to get one flat list. Member Credentials shows one cell for each credential, for example the medical or the flight review, with a few words and a status. The separate dates for each cell are in Columns, and each download includes them.

Reports by email

You can also get most reports by email. Open the report. Open the Export menu and select Email me. Select a schedule (weekly on Mondays, monthly on the 1st, or every morning). Select a format: PDF, CSV, or Excel.

The report comes as an attachment. Resyrv makes it again each time, with the filters that you applied when you subscribed. Relative periods like Current Month follow the calendar. Thus a monthly P&L email always covers the month when it arrives.

Each subscription is personal. It goes to your own email and obeys your access. If you lose permission to a report, the emails stop. To change or stop a schedule, use the same Email me option. You cannot schedule email for reports that contain personal details of members.

Money reports

• Revenue and received payments - the money that came in during a period.
• Invoice aging - outstanding balances in buckets by how overdue they are.
• Profit and loss - income and expense for the period. The expense side comes from your recorded organization expenses. A Notes section shows all gaps, for example a missing month or an aircraft with no cost schedule.
• Customer balances - what each member owes or has in credit now.

Activity reports

• Pilot activity - flights and charges for each member.
• Fleet utilization - how much each aircraft is used.
• Recurring dues - what was posted and what was collected.

The workspace also has per-location revenue, fuel reimbursement, sales-tax, training, and logbook reports for groups that need them.

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