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How to Use the Daily Sales Report: https://help.pm.leapevent.tech/a/934128
We've called this the Daily Sales Report, but that's not all you can use it for. You can also run transaction-based reports for a custom time frame that you set yourself.
In this article we'll go over:
- How to get to the Daily Sales Report
- How to use the Daily Sales Report
- How to understand the Daily Sales Report
To access the report:
Access the Daily Sales report from the Financial Reports Tab; click on the App Launcher, search "financial", and click on Financial Reports.
Select the Daily Sales Report
To start using the report:
Choose date range and settings.
- View: Select "Today" if you want to see data of sales thus far today, "Yesterday" if you just want to see the Daily Sales Report from yesterday, or enter a Custom Date Range by entering dates in the Begin Date and End Date.
- Show GL code instead of Event Name?: If you've set up GL Codes on your Event Inventory pages, you have the option to group the report by GL instead of event name.
- Show Price Level Detail Section: If you'd like to see a breakdown of sales by Instance, Allocation, and Price Level, select "Yes" here. If you choose "No," that section will be hidden. If you aren't sure, choose "Yes." We'll assume you picked yes for the purposes of this article.
Understanding the Daily Sales Report
4. Export to Excel: You can export this whole report to Excel if you want to make changes to formatting, or do additional calculations.
5. Schedule Future Runs: Just as you can schedule standard Salesforce reports to be emailed to yourself or other users, you can do the same with the Performance Report (and most other box office reports). Just click the button and you'll be prompted to choose which active users to send it to and how frequently.
6. Payment Summary: This box tells you your "on hand" totals, broken down by payment method. Note that no PatronTech or Credit Card Processing fees are subtracted here - it reflects the money that came in. Tickets that were "purchased" in exchange for a different ticket have a payment method of "Exchange."
7. Sales Summary: Gross Sales Total: This is all the money that came in for the time period you selected. It's broken down into sales, the various fees you can charge, the amount of sales tax you took in, the donations that patrons made along with their ticket purchases, and the cash value of tickets that subscribers have donated back to your organization. It should match the grand total in the Payment Summary box.
8. Sales Summary: Refund/Exchange: This is all of the money you paid out to patrons in refunds, broken out into the same categories as the gross sales.
9. Sales Summary: Net Sales Totals: This is the gross sales total minus the refund/exchange total, broken out into the same categories as both of those sections.
10. Net Total on Hand: this is the amount of money you took in, before fees
11. PM Fees and Estimated CC Processing Fees: This is the amount of fees you paid to as, as well as a rough estimate of how much you paid in credit card fees. This is an estimate because it's based on a set of formulas, set by each credit card company, that include rounding, which makes the actual number vary slightly.
12. Net Total: This is how much money you made for this period, after fees are removed.
13. Quantity and Amount: The number of tickets sold for each event, and the amount of money made from ticket sales.
14. Subs Distribution Quantity and Subs Distribution Amount: The quantity and amount of subscription tickets fulfilled for this event.
15. Payment Method and Amount: The net totals for each payment method for each event.
16. Event Subtotals: The same columns as above, added up so that you can see your totals for all events during the time period of this report.
17. A detailed breakdown of tickets and fees for each Instance.
18. Use these links if you'd prefer to group this section by Allocation or Price Level instead of Instance.
19. A detailed breakdown of refunds and exchanges for this period.