Financial reports for participant accounts, payments, credit cards, sales tax, expenses, income, income summaries, income by table and all events.
The Financial tab from a demonstration event.
| Report | Shows |
|---|
| 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 |
| All Accounts (more detailed) | A more detailed participant account summary |
| All Family Accounts | Account summary for family accounts |
| Report | Shows |
|---|
| 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 | Bids with associated payment details (beta) |
| Report | Shows |
|---|
| 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 |
| Report | Shows |
|---|
| Sales Tax Summary | Total sales tax collected |
| Sales Tax Details | All transactions that include sales tax |
| Report | Shows |
|---|
| All Expenses | List of expenses in the current event |
| Expenses for Consignment Items | Net profit for consignment items |
| Report | Shows |
|---|
| All Participant Income | All income tracked against participants from won items, purchases and donations |
| Participant Purchases | All sales of 'for sale' items with purchaser 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 |
| Report | Shows |
|---|
| Income Summary (Current Event) | Single-row income category summary for the current event |
| Income by Item Type | Summary of total income by item type |
| Income by Item Category | Summary of total income by item category |
| Report | Shows |
|---|
| Income By Table | Total income summarized by table |
| Donations By Table | Total donations summarized by table |
| Donation Details By Table | Donations summarized by item and table |
| Purchases By Table | Total purchases summarized by table |
| Purchases Details By Table | Purchases summarized by item and table |
| Report | Shows |
|---|
| Event Income (All Events) | Total participant income by event |
| Event Financials (All Events) | Financial summary across all events |
