Fees and Box Office Reporting (February 2016)

Updated on Oct 07, 2024

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Fees and Box Office Reporting (February 2016): https://help.pm.leapevent.tech/a/490326

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All of these new fees will be seamlessly incorporated into your existing Box Office Reports.

When you navigate to the Box Office Reports tab, you'll first notice that we gave the tab a little makeover. It's all the same reports and descriptions you're used to, just updated with a more modern design.

Disbursement Reconciliation Report

The Disbursement Reconciliation Report groups together certain fees based on how they're summarized in your Disbursement Report. When you're reading the top section of the Disbursement Reconciliation Report, you can use the rows with black text to match the Disbursement Report and the rows with gray text to provide further detail based on the custom fees you've created.

And this is what a matching credit card transaction summary on your Disbursement Report would look like:

Item fees are further broken out by event with a column for each fee.

In addition, a column for each order fee is displayed in the Per-Order Totals section.

Daily Sales Report

The Daily Sales Report displays item and fee summaries in the Gross and Refund/Exchanges sections of the Sales Summary box. The Net Sales Totals section provides a fully detailed breakdown of all item types and fees.

A fully detailed breakdown of fees is also provided in the Net Sales and Payment Summary By Event section at the bottom of the report.

Sales Summary Report

The Sales Summary Report adds columns for each of the new item fees:

And rows are added at the bottom for each order fee:

Performance and Event Summary Reports

We've made some changes to the Performance Report and Event Summary Report based on what we learned from our recent redesign of the Daily Sales Report. First and foremost, we have removed most of the color to make exporting and printing clearer.

Both reports summarize the Sales Summary box into two categories: Tickets and Fees. The Net Total for each is broken out into exact types in the Ticket/Fees Summary box.

The Sales Summary and Payment Summary boxes both present the Gross, Refund, and Net Totals on hand. The "on hand" total includes your fees but does not account for any Patron Technology Fees. Patron Technology fees are subtracted only as a net total in the Sales Summary box.