This feature is available on all Goodshuffle Pro Plans.
To start, head over to your Finances tab in Goodshuffle Pro, then click on your Client Activity report.
Step 1: Select the Date Range
Adjust the "Date range" to your preferred dates (such as the entire year).
Step 2: Export the Client Activity Report
Click “Export.” This will send a full copy of your report to your email. Download and open the spreadsheet in Google Sheets.
Step 3: Filter for Projects Occurring This Year
We want to locate all payments that were received last year but applied to projects happening this year.
Locate the “Logistics Start” column.
Use the filter drop-down to show only events dated this year.
Step 4: Filter for Last Year’s Payments
In your Payment Date column:
Click the filter icon.
Choose Filter by condition > Date is between.
Select January 1 to December 31 of the previous year.
Step 5: Freeze Header Row for Easier Scrolling
If you're working with a long list:
Right-click on Row 2 (just below your header row).
Click “View more row actions”.
Select “Freeze up to row 2”.
This ensures your Logistics Start column and other headers stay visible as you scroll.
Step 6: Format and Sort the Logistics Start Column
To make sure all dates sort properly:
Head to Column T (or wherever “Logistics Start” appears).
Click “Format” in the top control bar.
Hover over “Number”, then select “Date”.
Now that it's formatted:
Hover over the top of Column T until the dropdown arrow appears.
Click the arrow and select “Sort sheet A to Z.”
This allows you to clearly see which events are scheduled for next year, even though payment was received this year.
This method gives you a clear picture of how much revenue for this year was paid in advance, and which projects will fall into next year’s fulfillment—especially useful for forecasting and tax prep.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!