Reports
Itemized Report
2min
The Itemized report shows each transaction that has occurred on your account or for a specific area like an event, class, etc. This not only includes original purchases but also things like refunds and upgrades.
Follow the instructions below to pull an Itemized report for the desired domain.
- Global Itemized Report - To pull an account-wide Itemized report, click Reports (from the top navigation bar) --> Itemized.
- Event Itemized Report - To pull an event-specific Itemized report, click the Events tab from the top navigation bar. Then, click Reports --> Itemized next to the desired Event.
- Collection Itemized Report - To pull a collection-specific Itemized report, click Collections --> Standard from the top navigation bar. Then, click Reports --> Itemized next to the desired Collection.
- Class Orders Report - To pull a class-specific Itemized report, click Collections --> Classes from the top navigation bar. Then, click Reports --> Itemized next to the desired Class.
- Date - The date on which the transaction occurred.
- Transaction ID - The internal reference number for the transaction. (Click this number to pull up the order summary page)
- Type - The type of transaction. (Pass purchase, refund, exchange, season ticket redemption, class registration, add-on, standard tickets, etc.)
- Category - The entity to which the purchase is attached. I.e. which event, class, pass, etc. the transaction was for.
- Method - The method of payment used. (Credit, cash comp, etc.)
- Gross - The gross value of the purchase before discounts or fees.
- Discounts - The total dollar amount given in discounts.
- Gift Cards - The total dollars used from a gift card.
- Fees - The total amount of fees that were absorbed on the purchases. This does not display fees that were passed on to patrons.
- Revenue - The total income after discounts, fees, etc. are considered. This includes credit, cash, and other payment types.