How to Generate Monthly Reports Using the FishGoo Spreadsheet
2025-11-13
Tracking business performance is essential for making informed decisions. With FishGoo's automated spreadsheet system, you can easily generate comprehensive monthly reports that provide valuable insights into your operations.
Setting Up Your FishGoo Spreadsheet
Before generating reports, ensure your FishGoo spreadsheet is properly configured:
- Import your monthly order data into the designated "Raw Data" tab
- Verify that all columns are properly labeled (Order ID, Date, Amount, Status, etc.)
- Confirm that refund data is marked with appropriate status flags
- Ensure QC results are recorded in the quality control column
Automated Summary Calculations
Total Orders Calculation
The FishGoo spreadsheet automatically calculates total orders using the formula: =COUNTA(B2:B1000)
Refund Count Tracking
Refunds are automatically tallied using: =COUNTIF(D2:D1000, "Refunded")
QC Pass Rate Calculation
Quality control pass rates are calculated with: =COUNTIF(E2:E1000, "Pass")/COUNTA(E2:E1000)
Generating the Monthly Report
- Navigate to the "Monthly Report" tab in your FishGoo spreadsheet
- Select the appropriate month from the dropdown menu
- Click the "Generate Report" button to refresh all calculations
- Review the automated summary section for key metrics
- Export the report as PDF or Excel for sharing with stakeholders
Benefits for Expense Tracking
By automating these reports, you gain:
- Accurate expense forecasting
- Identification of quality control issues
- Trend analysis
- Data-driven decision making
- Identification of quality control issues
Best Practices
To maintain accurate monthly reports:
- Update your FishGoo spreadsheet daily with new order data
- Verify data integrity at the end of each month
- Reconcile refund counts with your payment processor statements
- Set aside time monthly to analyze trends and identify areas for improvement