What You Need to Know:
The most commonly used reports are live (as current as your data entry) and can be viewed anytime at Admin > View Reports > View Summary Reports. These summary reports are organized under several tabs:
- Pre-Auction reports procurement progress and pre-event ticket sales.
- Sales/Revenue reports focus on sales, payments and uncollected revenue.
- Online/Mobile reports provide data on bid activity. Clicking on any line item within a Summary Report will produce a supporting document with the details of each transaction included in the line item total.
Every sale item or payment in every report has an icon in the left column that opens up the Order, where you can view individual Sale and Payment details.
Custom reports can be easily generated from any datapage or existing report. Use the Customize button to select the data to be included in your screenview and/or report.
You can find reports of Sales at Admin > View Reports > View All Sales and reports of Payments at Admin > View Reports > View All Payments. Use the Customize button and the filters at the top of these reports to select the data you wish to view or print.