Financial Reports

Financial reports for Participant Accounts, Payments, Credit Cards, Sales Tax, Expenses, Income, Income Summary, Income By Table, and All Events.

img

These are the Financial focused reports currently available.

Participant Accounts

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

Payments

  • 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 Details
    All transactions that include sales tax.

Expenses

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

Income

  • All Participant Income
    All income tracked against participants from won items, purchases, and donations.
  • Participants Purchases
    All sales of 'for sale' items with purchase details.
  • Participant Purchases Summary
    Summary of sales of 'for sale' items with total sales per item.
  • Participant Donations
    Donations from participants, direct or on donation items.
  • Participant Donations Summary
    Summary of all participant 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 income 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

  • Event Income (All Events)
    Total participant income by event.

Last reviewed: October 2024
FinancialReports
/reports/reference_reports/financial_reports/
reports
reference_reports
financial_reports
Financial Reports
Financial reports for Participant Accounts, Payments, Credit Cards, Sales Tax, Expenses, Income, Income Summary, Income By Table, and All Events.