Analytics & Reports Guide

Introduction: Data You Can Act On

Stop guessing about your business. Cardroom360 gives you two complementary tools: a Reports module that builds configurable data exports (paid for out of your wallet), and a Finance Ledger that tracks income, expenses, and cashflow across your cardroom in real time. Together they turn raw operations into decisions.

Reports vs. Finance

These are separate, independent modules — they don't call into each other — but they answer different questions:

• Reports (drawer item Reports, home screen Data reports) — build and export files of data: guest lists, cash-game records, tournament results, bookings, campaign ROI, and more. Report generation carries a cost charged to your wallet.
• Finance (drawer items Cashier and Accountant) — operational cash/chip handling plus the Ledger, your income/expense book with a net-balance summary and a full analytics dashboard.

Rule of thumb: use Reports when you need a file to share or archive, and the Ledger when you want to see how the room is doing financially.

Creating a Report

The Create Report wizard walks you through four steps and shows a live summary (and, on tablets, a live preview) as you go.

Step 1: Open the Wizard

Open Reports from the drawer. The Data reports home lists your requests (empty state: "No requests yet" / "Create your first data report request to get started."). Tap the + button to open Create Report.

Step 2: Select Data Type

Pick the kind of report you want. Available types include Guest, cash game, staff, tournament, entry, rewards, events, membership, transport, restaurant, bookings, and Campaign ROI Analysis. Tap Next.

Step 3: Select Parameters

Tap chips to choose the columns you want. Long-press a chip to see its per-field cost and whether it's mandatory. If your parameters are time-based, an Evaluation Period appears with Start Date / End Date / Time pickers. Tap Next.

Step 4: Apply Filters (Optional)

Toggle filters on to narrow the data — for example Game Types, Booking Status, stakes per game, or Events. Long-press game/stake/event filters to see blinds, buy-ins, or event details. Tap Next.

Step 5: Export Format & Review

1. Choose a format: Excel Spreadsheet, PDF Document, or CSV File. Tap Review & Submit.
2. The Request Summary shows your selections and the Estimated Cost.
3. If your wallet can't cover it, you'll see "Insufficient Wallet Balance" with a Top Up Wallet button that takes you to the Billing Ledger.
4. Submit with Submit for Approval (or Request & Approve if you have master access). Confirm your PIN. You'll see "Request Submitted".

Approving & Generating

Each request moves through a status pipeline: Requested → Approved → Generated → Completed.

Approve a Request

Open the request in Report Details. If you have master access, tap Approve Request to move a Requested item to Approved.

Generate the Report

Once approved, tap Generate Report. The status briefly reads "Processing..." then becomes Completed.

Manage the Request

The Details Options menu lets you Cancel Request (when Requested), Recreate Report (admin, resets a Completed report back to Approved to re-run), and Delete Request.

Previewing & Exporting

Once a report is Completed, the bottom bar offers Share, Download, and the Preview & Export action.

Preview & Customize the View

1. Tap Preview & Export to open the data preview.
2. Use "Global search..." and per-column "Filter..." to inspect rows.
3. Tap Saved Views → Customize View to reorder and resize columns, then Save & Apply. Your layout is remembered the next time you open this report.

Batch Export

1. Tap Export Batch → Batch Export.
2. Pick the formats you want. For Excel, optionally toggle Secure Excel with passcode.
3. Tap Export. If the Excel file has a passcode, a Security Options dialog asks With Passcode or Without Passcode.

Pro-Tip: Need the passcode later? Use View File Passcode on the Report Details screen — it reveals the code and auto-hides after 15 seconds. Choose With Passcode when sharing to keep sensitive exports protected.

The Ledger & Analytics

The Finance Ledger is your cardroom's income/expense book, with a real-time analytics dashboard.

Open the Ledger

Open Accountant in the drawer to land on the Ledger. The top card shows your Net Balance with In/Out bars, and a Recent Transactions list sits below.

View Analytics

1. Tap the net-balance card (labeled Analyze) or choose Full Analytics & Filters from the menu.
2. Toggle between Expenses and Income to see Total Expenses or Total Income.
3. Check Day / Week / Month summary cards and the Cashflow trends chart (it reads "Not enough data to display chart." when there's insufficient history).
4. Under Filters, pick Category and Account chips to focus the Records list. An empty view shows "No records match your filters."

Managing Ledger Entries

• Use the Add Entry button to record a new transaction, or Internal Transfer for movement between accounts.
• The menu has Metadata Config (manage categories/accounts) and Clear All Data — clearing prompts "Export Ledger Data?" with Skip & Clear or OK.