Reports
4min
there are many reporting capabilities within ludus each one serves a different purpose based on what information you are trying to see and how you prefer it to be laid out you can pull reports that are account wide or specific to one event, class, etc check out the brief description below to learn what each report is best for video overview note while all of the reports listed below can be pulled account wide, many can be viewed for a specific event, collection, or class this allows you to zero in on the data you need very easily to do so, go to the desired event and click reports next to the title there are additional instructions and breakdowns in the help articles listed below overview of reports available below is a quick description of the reports available on your ludus admin panel to learn more, click the blue, bolded title on each bullet point reporting dashboard docid\ c25b sdf6zkdd 4g1nc93 the dashboard displays a high level overview of recent sales along with an area chart displaying sales summary report docid 56hxqiq6p6o7pmhqnrz9u the summary report is best for viewing all collected money, payment type (cash, credit, comp), and the channel that money came through (events, passes, gift cards) also see a breakdown of "self serve" online sales versus box office sales, and what each user did in box office sales this is the "go to report" and will be most helpful to give an overview of your account revenue report docid 19dnhds0mi8ulcgg yjyo the revenue report is going to show what you actually sold each day, week, and month for the timeframe selected (this is not a view of what was received from ludus in direct deposits suggested article proceeds report docid\ byyjflwlorn kgpnatr9s itemized report docid\ kfiqqtzbhub h3w1lsrqq the itemized report will break down each and every transaction including new sales, donations, refunds, upgrades, etc orders report docid 8hivsrg0z9si6zbegqdvj the orders report is going to give you an overview of all orders as well as the ability to customize what you have visible in that report for example, you can select to see if they used a gift card or discount on their order through this report tickets report docid\ bw8cwqjclyk4auhtwqowb the tickets report is going to give you a total breakdown of each ticket sold as well as the ability to customize what you have visible in that report for example, you can select to see if they used a gift card or discount on their order through this report add ons report docid\ nr9w qkxwdvg w4wemc u the add ons report will show you all add ons sold you can elect to mark those orders as fulfilled through this report as well events report docid 7pfwhs40jtwpjeidj5bxv the events report will give you a brief overview of each event and tickets/fees sold as well as profit you can also elect to go to each individual event's summary report from this page passes report docid\ ykoog8ureki2zynkjlnuf the passes report provides an overview of all passes sold through your ludus patron site and admin account you can elect to only see archived and or credit sales of passes as well donations report docid\ g7oahu yfym71 ibxbxo5 the donations report will give you a quick look at all donations made to your group you can also dig deeper into each donation to view more details volunteers report docid\ xejqpzx55wyfnfrkvnchk the global volunteer report provides a look into your volunteers and the shifts they have signed up for on ludus gift cards report docid\ gkk ni4hdih6wlc3bbiiw if enabled on your account, the gift cards report will allow you to view all gift card sales sellers report docid 1yxfzqpx1wozfjfua x8p this report is for the end of day (or a selected date range) for the reconciliation of sales by admin in an account it will show a summary and itemized list of those sales proceeds report docid\ byyjflwlorn kgpnatr9s the proceeds report will be a breakdown report of your proceeds from ludus if you have elected for check payout, the checks will be listed along with tracking if you elect to have direct deposits, you will be able to open each deposit as well as reconcile that deposit in the report