> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Run FBO Reports

> Generate, filter, and export FBO reports including revenue, sales, end-of-day, occupancy, payments, returns, discounts, payroll, products, and owner statements.

This guide helps you navigate the FBO reports section, generate reports across key operational and financial areas, apply filters, and export data for external analysis.

<Info>
  **Who should read this:** FBO managers, accounting staff, and operations leads who need to review financial performance, occupancy metrics, and operational summaries.

  **Prerequisites:** Reports are generated from existing FBO data. Ensure your FBO has active bookings, orders, and transactions to produce meaningful report output.
</Info>

<Info>
  The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
  not see the FBO section in the sidebar.
</Info>

<Tip>
  The **FBO > Reports** page serves as a hub for all report types. Each report card links to a dedicated report view with its own filters, date ranges, and export options. Bookmark the reports you run most frequently.
</Tip>

## Available Reports

Navigate to **FBO > Reports** to see the full report catalog. The following report types are available:

| Report               | Description                                                                                       |
| -------------------- | ------------------------------------------------------------------------------------------------- |
| **Revenue**          | Total revenue broken down by category (fuel, hangar, services, other) over a selected period.     |
| **Sales**            | POS sales activity including order count, average order value, and top-selling products.          |
| **End of Day (EOD)** | Daily summary of movements, revenue, fuel gallons, and cash/card/account collections.             |
| **Occupancy**        | Hangar and tiedown occupancy rates over time, with utilization percentages by unit type.          |
| **Payments**         | Transaction log filtered by payment method (cash, card, check, house account) with totals.        |
| **Returns**          | Return activity including volume, refund amounts, and breakdown by refund method and reason.      |
| **Discounts**        | Discount code usage, total discount value applied, and redemption rates.                          |
| **Payroll**          | Staff time entries, hours worked, and shift coverage summaries.                                   |
| **Products**         | Product performance including units sold, revenue per product, and low-stock alerts.              |
| **Owner Statements** | Revenue and expense summaries for unit owners, including commission calculations and net payouts. |

## Generate a Report

<Steps>
  ### Step 1: Select the report type

  Navigate to **FBO > Reports** and click the card for the report you want to generate.

  ### Step 2: Set the date range

  Use the date range picker at the top of the report view to define the reporting period. Most reports default to the current month.

  ### Step 3: Apply additional filters (optional)

  Depending on the report type, additional filters may be available:

  * **Revenue** -- filter by revenue category (fuel, hangar, services)
  * **Sales** -- filter by product category or payment method
  * **Occupancy** -- filter by unit type (hangar, tiedown, ramp)
  * **Payments** -- filter by payment method
  * **Owner Statements** -- filter by owner

  ### Step 4: Review the results

  The report renders with summary KPIs at the top and a detailed data table or chart below. Review the data for the patterns or metrics you need.
</Steps>

## Export a Report

Most reports support export for offline analysis or record keeping.

<Steps>
  ### Step 1: Generate the report

  Follow the steps above to produce the report with your desired filters and date range.

  ### Step 2: Click Export

  Click the **Export** button in the report header. Select the export format if multiple options are available (e.g., CSV, PDF).

  ### Step 3: Download the file

  The export file downloads to your browser. CSV exports open in any spreadsheet application for further analysis.
</Steps>

## Run the End-of-Day Report

The EOD report deserves special attention because it is typically run at the close of each business day to reconcile operations.

<Steps>
  ### Step 1: Navigate to the EOD report

  Go to **FBO > Reports > End of Day**, or navigate directly to **FBO > EOD**.

  ### Step 2: Select the reporting date

  Choose the date to close out. The report pulls all activity for that day.

  ### Step 3: Review the daily summary

  The EOD report shows:

  * **Total Revenue** -- combined revenue from all sources
  * **Total Movements** -- inbound and outbound aircraft count
  * **Fuel Gallons** -- total fuel dispensed
  * **Cash Collected** -- total cash received
  * **Card Collected** -- total card payments processed
  * **Account Charged** -- total charged to house accounts

  ### Step 4: Close the day (optional)

  If your workflow requires a formal daily close, click **Close Day** to finalize the report. This locks the daily totals and records who closed the day.
</Steps>

<Warning>
  Once a day is closed via the EOD report, its totals are locked. Ensure all transactions for the
  day have been entered before closing. Any corrections after close require manual adjustments.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Handle FBO Billing" href="/how-to/fbo/handle-fbo-billing">
    Invoices, rates, and transactions that feed into FBO reports.
  </Card>

  <Card title="Use the FBO Point of Sale" href="/how-to/fbo/use-point-of-sale">
    POS orders and products that drive sales and product reports.
  </Card>

  <Card title="Manage FBO Fuel Operations" href="/how-to/fbo/manage-fuel">
    Fuel sales and inventory data that appear in revenue and EOD reports.
  </Card>

  <Card title="Manage FBO Staff" href="/how-to/fbo/manage-staff">
    Time entries and shift data that feed the payroll report.
  </Card>
</CardGroup>