Financial Reports


These are the Financial focused reports currently available.

Bidder Accounts

  • Outstanding Accounts Bidders that have an outstanding balance due
  • Credit Accounts Bidders that have a credit balance due
  • All Accounts Bidders that have any activity due


  • All Payments All payments that have been made.
  • Total Payments By Payment Method Total of all payments grouped by payment method.
  • Bids With Payment Details Show bids with associated payment details (beta).

Credit Cards

  • Credit Card Charges All processed credit card charges.
  • Credit Card Charges With Fees Details of credit card charges with fees.
  • Credit Card Summary Summary of credit card charges and processing fees.

Sales Tax

  • Sales Tax Summary Total sales tax collected.
  • Sales Tax Detail All transactions that include sales tax.


  • All Expenses List of expenses in the current event.
  • Expenses for consignment items Net profit for consignment items.


  • All Bidder Income All income tracked against bidders from won items, purchases, and donations.
  • Bidder Purchases All sales of 'for sale' items with purchase details.
  • Bidder Purchases Summary Summary of sales of 'for sale' items with total sales per item.
  • Bidder Donations Donations from bidders, direct or on donation items.
  • Bidder Donations Summary Summary of all bidder donations by item.
  • Won Items Income Income from bidding items.
  • Donor Donations Non-item donations from donors.

Income Summary

  • Income by item type Summary of total incoe by item type.
  • Income by item category Summary of total incoe by item category.

Income By Table

  • Income By Table Total income summarized by table.
  • Donations By Table Total donations summarized by table.
  • Donation Deails By Table Donations summarized by item and table.
  • Purchasees By Table Total purchases summarized by table.
  • Purchases Details By Table Purchases summarizes by item and table.

All Events

  • Auction Income (All Events) Total bidder income by auction.

Last Revised: February 2023