System Report: Transactions

If you would like a report including information about transactions for your event you need the transactions report. This report includes ALL transactions including free, cancelled, refunded and incomplete transactions. You can then use excel or your desired programme to filter the information to meet your requirements.

To find the report go to EVENT> Data and choose if you would like to download the summary or detailed version. Alternatively if you require data for a specific timescale, click on the name of the report and use the date options to define the time frame. You can then download that specific set of data in either the summary or detailed format.

Summary

The summary version of the report contains one sheet and ONE LINE per transaction and includes (keep scrolling to the right to see all fields):

• Transaction ID
• Customer first name, last name and email address
• Company name if provided
• Transaction date
• Transaction status and payment method
• Currency
• Transaction Value, any discounts, NET value, VAT and transaction total
• What the transaction contains e.g. 2 table booking products, 2 nominations
• A link to the paperwork for the transaction

Detailed

The detailed version of the report contains one sheet and a line PER PRODUCT. This means if one transaction contained 2 awards nominations that transaction ID and some related figures will appear twice on the report. You should consider carefully which report is most useful depending on the task you are undertaking. For example if you need to add up revenue figures the summary report may be more appropriate.

The detailed report includes (keep scrolling to the right to see all fields):

• Transaction ID
• Customer first name, last name and email address
• Company name if provided
• Transaction date
• Transaction status and payment method
• Currency
• Transaction Value, any discounts, NET value, VAT and transaction total
• Information collected on the personal details form. The column titles begin with a "P". This is an optional step in the checkout flow and can be activated or disabled under REVENUE> Payment Settings. If this form is not active the fields will be blank
• Invoice details can be found in columns beginning with an "I". This is the information collected on the invoice form for payed transactions.
• Product type e.g. Table Booking, Event attendance, Awards nomination.
• If you have add on products you will see add on type and number of add ons
• Item status e.g. is the item active or disabled
• Product code
• Product name e.g. which category, which table type
• Unit number e.g. if it is a table of 10 this should be 10 units
• Product cost and VAT
• Discount name
• A link to the paperwork for the transaction