Ticketsolve has a number of ready-made Sales Reports available, from reconciling daily payments, to settlement reporting post-event. Reports can be opened in your browser, or downloaded in CSV, PDF or XLS format. In this article, we'll walk you through a short summary of what each Sales Report does, along with an example of what each of these reports looks like.
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.
Ticketsolve Tip
The Accounts Daily Payments Reconciliation report is great for end-of-day banking, providing a comprehensive overview of all payments made on a date range.
Accounts - Daily Sales Reconciliation
Daily Sales Reconciliation breaks down individual sales transactions on a given date, regardless of payment status - meaning it will include orders that were placed on reserve or with an amount outstanding which had no payment on the selected date(s).
Accounts - Detail
This report is good for an overall picture showing capacity and total revenue and breaks down your program/show/run/event into payments summary, pricing summary showing all the different price types, product add ons and fulfilments, and then a breakdown of all your charges including inside fee. Note that the revenue on the first page is purely for ticket sales and does not include any products or booking charges.
Accounts - Detail by Event and Ticket Price
This report shows total tickets booked and as a % of total capacity, then breakdowns between full price, concession, and comp tickets. The report can be run across all sales dates or within a set period.
Accounts - Summary
Accounts summary shows your Net payments and Net sales. It also includes the amount due on reservations and booked tickets.
Active Benefits Usage
This report shows customers who have used their benefit product and the amount used (i.e., discounted) for a sales date range.
Agent Summary - Tickets and Value
Shows each Agent with price, tickets booked and revenue by event.
All Events Detail
This report shows a Customer list by event within a date range, showing each order, customer details, comments, add ons and fulfillment.
All Movements - Tickets and Value
Tickets and Value - Provides an overview of how many different tickets were sold, which type of tickets were sold and how much each ticket was worth. Includes current day's movements for comparison.
Allocation Summary
This provides a breakdown of ticket allocations in events where booking is currently enabled including allocation size and tickets booked, reserved and available.
Amounts Due by Event
This report shows the amounts due based on an event. It's important to note that this isn't historical, or date-dependent - and that it's just a current reflection of amounts due.
Amounts Due by Order
This shows the amounts due based on an order. Once again, it's important to note that this isn't historical, or date-dependent - it's just a current reflection of amounts due based on each order.
Award List
Provides a list of rewards and related details for a given date period. It allows you to quickly see if rewards have been used or not and to what value.
Benefit Sales Detail
Provides a break down of benefit purchases for a given date range. Shows customer details, order number, benefit product name, first purchased (to see if a renewal), total purchased, and current benefit expiration date.
Cashflow by Week
Cash movements for a given date range, broken down by week beginning, showing cash surplus (or deficit).
Checkin Log
Check-in log for dates chosen. The dates refer to the date of check-in and not event days.
Discounted Sales
This displays all discounted orders for a given interval of time and includes the discount name and amount discounted.
Donations Gift Aid List
Lists the donations with a given line item tag e.g. 'giftaid'.
Event Attendance Missed By Customer
This report shows customers who did not check-in for events within a time period.
Event Extras
The Event Extras report shows customers' answers to Extras on an event and includes show name, event date and time, customer, comments, and Extras answers.
Event Settlement Report
The Event Settlement report lists each event with a full breakdown and a total summary at the end. Great for post-event analysis as it shows sold, reserved, discounted tickets, gross, tax, net, credit card charges, payment type summary (excludes booking charges and add ons products).
Events Revenue
Events Revenue report shows the last 14 days of reserved and booked tickets for an event or show specified by tag. Lists show, venue, date of event, revenue and total booked and reserved.
Ticketsolve Tip
Events Revenue is a handy report for updating shows/promoters on their ticket sales and is often set up to send as an automated report
Income Details By Payment Type
This breaks down income details by each individual payment type within a particular range of dates.
Order Summary by Payment Type
This gives an overview of orders within a particular range of dates, arranged by the method of payment used.
Order Summary by Production Company
This gives an overview of orders within a particular range of dates, arranged by production company.
Orders Containing Product
This report shows orders within a date range containing a product tag and includes customer details. This report is often selected for sending to ticket protection companies that a venue is using.
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. The max range by default is 2 months, but longer can be requested via Ticketsolve Support.
Ticketsolve Tip
Payments for Range is an ideal report for end-of-year financial reporting to show moneies that are currenty held for events that have not yet matured.
Payments Summary by Day
This gives an overview of payment types, both outgoing and incoming, within a selected range of dates.
Payments Summary by Day and Location
This report shows incoming and outgoing payments by type, by day, and by location.
Payments Summary by Reference
Payments Summary by Reference gives a summary of payments listed by reference, order type and payment type with a max range 2 months.
Payments Summary by User
Payments Summary by User is a report showing the breakdown of income by user and payment type.
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. Note - "null_user" is an online sale.
Payments by Production Company
Shows sales and commission and VAT, and total due including VAT by a production company.
Product Sales Detail
This report gives an insight into products purchased within a date range; such as their order number, the name on the order and how many of each item was purchased. This report is useful if you need to contact customers about a product sale, or view individual order details.
Product Sales Summary
This report provides a sales summary of products sold within a date range, but doesn't include individual order details like the Product Sales Detail does. This report is useful for quickly seeing the quantity and revenue from product sales.
Promotion Code Discounts
This report details which codes were used as part of promotion code discounts. For this report you can filter by program/show/run/event and date promotion code was used (order date). The report lists show, event, ticket, ticket price, discount name, promotion code used and discount amount.
Refunds by Event Report
Lists event and total number of refunds, total refunded and booking charges refunded. Note that this report includes tickets that were exchanged (i.e., original tickets refunded and new tickets sold).
Reservations List
This gives a list of any outstanding reservations showing the event, expiry date and order number.
Sales Details
This report gives you a snapshot of sales made in a time period for all future events including those with no sales. The report looks at ticket sales only, without either booking charges or products included. It also lists the total gross for each show/event overall to use as comparison. This report is often used for automated sales reports.
Sales Details by Order Type
Filter by sales date to get snapshot of sales made in a time period for all future events (only lists shows with sales made), broken down by order type. This report only shows tickets and not products/charges.
Sales Report by Production Company and Location
See sales made within a date range for production company and by location.
Sales Summary by Day by Event
This report provides an overview based on event and breaks down each payment type for each day.
Sales Summary by Reference
This filters all sales by reference (or none), and displays sales, gross/net/tax/reserved.
Sales Summary (Short)
The Sales Summary (Short) provides a breakdown of the number of tickets and the value of each. It includes both sold and reserved tickets. It also displays the booking status, listing status, and event tags, and includes events with 0 sales. It's also a handy report because unlike the majority of sales reports, which are run on sales date, the Sales Summary (Short) is run by event date range.
Sales Summary by Ticket Price
This report is filtered by Program/Show/Run/Event and lists available ticket prices, and quantity/revenue booked and reserved.
VAT Summary
Filter by sales date range to view shows and product sales, order type, VAT rate, tax value, net, and gross.
VAT Summary by Event
Filter by Program/Show/Run/Event. This report lists by event date and time, ticket price, VAT rate, tickets booked, tax, net, and revenue.
Voucher List
This report provides a list of all vouchers and related details for a given date period. It allows you to quickly see if a voucher has been used or not and to what value. It uses an 'as of' date filter which can be used to see what credit was in the system at a specific date in the past.
Vouchers Usage
Run this report to see which vouchers have been redeemed within a sales date range. The report shows redemption, order, date of order, customer number and name, and item(s) purchased with voucher.
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