This article highlights Ticketsolve's top 5 Sales Reports. Sales Summary (Short) displays reserved and booked tickets including events with no sales. Accounts Daily Payments report aids in end-of-day banking, whilst Payments Summary by User assists venues with multiple users in identifying cash discrepancies and comparing income between users. Payments for Range suits end-of-financial-year reporting, and the Events Revenue report tracks the last 14 days' worth of sales making it ideal for sending to promoters.
By figuring out which report works best for you, you'll be able to make your work a whole lot smoother and save yourself some precious time.
Sales Summary Short
The Sales Summary (Short) report will show you the quantity and monetary value of reserved and booked tickets for all your events, or you can filter by a tag if required. It will also detail the status of an event, displaying whether the event settings "Booking enabled?", List online?" and "Online sales disabled" are enabled or not.
Ticketsolve Tip
Sales Summary (Short) includes all shows with and without any sales. It is a great overall report for sales status.
The Sales Summary (Short) is filtered by Event dates so unlike most sales reports, the date range is the event date and not the purchase date.
1. First, go to Reports > Sales Reports.
2. Find the Sales Summary (Short) in the listing of reports on the left.
3. Select the format you wish to view the report in. HTML to view or CSV, PDF or XLS to download.
4. Enter the From and To dates for a range, e.g. Events from 1st - 31st December 2023.
5. Enter a show tag to filter if required.
6. Click Generate Report.
7. You can also select Save As.. to save in the Saved Reports tab of this section if you wish to rerun the report quickly.
This is what your report will look like (HTML & PDF format).
The report lists:
- Event Name
- Whether "Booking enabled?", List online?" and "Online sales disabled" are enabled or not
- Quantity of tickets reserved and booked
- Monetary value of tickets reserved and booked
- Taxes
Did you know that all of Ticketsolve's Sales Reports can be saved and sent out automatically? All you need to do is build your report, save it, and set up your automated subscription - it's as easy as that! To find out more check out our guide on Creating and sending Automated Reports.
Events Revenue
The Events Revenue report shows sales over the past 14 days for Events, specified by either an Event tag or a Show tag.
Ticketsolve Tip
Because the Events Revenue report shows the last 14 days of reserved and booked tickets, it's a handy report for updating shows/promoters on their ticket sales and is often set up to send as an automated report.
1. Go to Reports > Sales Reports.
2. Find the Events Revenue report in the listing of reports on the left.
3. Select the format you wish to view the report in. HTML to view or CSV, PDF or XLS to download.
4. Enter the Event tag or Show tag to filter.
5. You can Exclude Agent Order type by clicking the toggle to on (blue) - this will exclude sales on Agent type ticket allocations.
6. You can also Exclude Private Allocations by clicking the toggle to on (blue) - this will exclude sales on seats in any assigned & exclusive ticket allocations tagged with 'private'.
7. Click Generate Report.
8. You can also select Save As.. to save in the Saved Reports tab of this section if you wish to rerun the report quickly.
Events Revenue report contains:
- Event
- Venue
- Date of event
- Number of tickets reserved and booked
- The total monetary value of reserved and booked
This is what your report will look like (HTML & PDF format).
Accounts - Daily Payments Reconciliation
This report gives a summary and full breakdown of all payments made on a specific day or between 2 specific dates. It can also give a further breakdown by allocation type, locations, and order types.
The maximum date range for this report is 2 months.
Ticketsolve Tip
The Accounts Daily Payments report is great for end-of-day banking, providing a comprehensive overview of all payments made. On the other hand, the alternative report, Daily Sales Reconciliation, shows sales transactions regardless of payment status, making it less ideal for banking purposes because it will report sales even if there has been no payment taken that date(s) like reservations or orders with amounts outstanding.
- First, go to Reports > Sales Reports.
- Find the Daily Payments Reconciliation in the listing of reports on the left.
- Select the format you wish to view the report in. HTML to view or CSV, PDF or XLS to download.
- Select the From date of your required report range.
- Select the To date for the payments.
- Choose the Location, you can pick All Locations or a specific box office/venue.
- Order Type - this covers Box Office, Phone, Online, or All. This filter is applied to the sales (line items), not on the payments.
- Allocation Level - here you can filter just for Public, Box Office, Reserved, Agents, or All.
- To Exclude Order type from the display click the toggle to on (blue) or leave off (grey).
- User - All Users or a specific user.
- To Exclude Agent Order type click the toggle to on (blue) or leave off (grey).
- Include Payment by Show Summary - tick this box (blue) if you want to see a summary of payments against shows and products.
- Click Generate Report.
- You can also select Save As.. to save in the Saved Reports tab of this section if you wish to rerun the report quickly.
The Daily Payments Reconciliation report summaries income for each show/product/charge by payment type in the Payments by Show Summary. In the All Payments Summary section you can check your daily takings by payment type and order type, for example to reconcile the cash in your Box Office till with the cash takings at Box Office recorded in Ticketsolve. The Payment Details section lists out each line item against it's payment, so can be used if there are any discrepancies.
In this example, we looked at payments from the 26th - 30th June and included Payments by Show Summary.
Payments Summary by User
Payments Summary by User is a report showing the breakdown of income by user and payment type.
Ticketsolve Tip
This is a handy report if there are several users in a venue for end-of-day settlement, to figure out any cash discrepancies, or to compare users' income. "Null_user" is an online sale.
1. Go to Reports > Sales Reports.
2. Find the Payments Summary by User in the listing of reports on the left.
3. Select the format you wish to view the report in. HTML to view or CSV, PDF or XLS to download.
4. Enter the From and To date range.
5. Click Generate Report.
6. You can also select Save As.. to save in the Saved Reports tab of this section if you wish to rerun the report quickly.
Below is what your report will look like (HTML & PDF format).
Payments Summary by User will show incoming and outgoing payments by user, by day, and by payment type.
In this example we can see we had one user on this date who made €118.40 cash, had €24.40 of cash refunds and therefore the total cash income for the day was €94.
Payments for Range
The Payments for Range report shows all payments taken within a time period for events within a different time period.
This report only shows tickets, not products or booking charges, and covers a max range of 2 months.
Ticketsolve Tip
Payments for Range is an ideal report for end-of-year financial reporting
1. Go to Reports > Sales Reports.
2. Find the Payments for Range in the listing of reports on the left.
3. Select what format you require, just as HTML - to view, or download CSV, PDF or Excel.
4. Enter the first date range From and To which is for the Payment dates.
5. Enter the bottom date range From and To which covers Event dates.
6. Click Generate Report.
7. You can also select Save As.. to save in the Saved Reports tab of this section if you wish to rerun the report quickly.
In this example, we looked at all payments in January and February 2023 for events taking place in February 2023.
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