Reports

there are many reporting capabilities within ludus each one serves a different purpose, depending on what information you want to see and how you prefer it 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 what can this feature help with? the reporting feature in ludus covers a variety of reports these are meant to help you watch your sales, view patron information, and so much more! why use this feature? whether you need reporting for your finance team/department, or you just want to make sure you are tracking data, this will benefit any size group what makes this feature so special? ludus was built for the performing arts by people who care about them, and we want to make your life easier the reports feature in ludus has so many amazing reports, including docid\ c25b sdf6zkdd 4g1nc93 the dashboard displays a high level overview of recent sales along with an area chart displaying sales 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 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 docid\ byyjflwlorn kgpnatr9s docid\ kfiqqtzbhub h3w1lsrqq the itemized report will break down each and every transaction, including new sales, donations, refunds, upgrades, etc 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 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 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 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 docid\ ykoog8ureki2zynkjlnuf the passes report provides an overview of all passes sold through your ludus patron site and admin account you can elect to see only archived and/or credit sales of passes as well 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 docid\ xejqpzx55wyfnfrkvnchk the global volunteer report provides a look into your volunteers and the shifts they have signed up for on ludus docid\ gkk ni4hdih6wlc3bbiiw if enabled on your account, the gift cards report will allow you to view all gift card sales docid 1yxfzqpx1wozfjfua x8p this report is for the end of day (or a selected date range) for the reconciliation of sales by the admin in an account it will show a summary and itemized list of those sales docid\ byyjflwlorn kgpnatr9s the proceeds report will be a breakdown report of your proceeds from ludus if you have elected to receive checks, the checks will be listed along with tracking if you elect to have direct deposits, you will be able to open each deposit and reconcile it in the report so how does this feature work? as you make sales in ludus, the reporting will grow, showing you every transaction across the platform's various locations where should i start on the reports tab? starting with global reports is a great place to start under more > global reports these reports will give you an overview of your entire account if you want to take a closer look at specific events, or even event times, you can view those under more (or options) next to the event itself 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