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Reports: Sales Reporting

Learn how to generate customized financial reports using the Event Totals page in Details. Filter by date, event status, and more, then export to CSV.

The Event Totals page in Details is a powerful tool designed to give you insight into the financial performance of your events. Whether you're pulling sales reports on a daily, weekly, or monthly basis, this page makes the process simple and efficient.

Use the After Date and Before Date fields to define the date range for your report. For example, to run a report for February, set the After Date to January 31st and the Before Date to March 1st of the current year. Then, use the Filters section to further refine your search further.

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After setting your search parameters, use the Showing drop-down menu to specify which types of events you'd like to include in your report—such as Current, Past, Did Not Book, etc.

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At the bottom of the page, you'll see the Event Totals section populated with the events that match your criteria, including summary financial data.

Click the Settings menu in the top right corner to select which columns of information you'd like to display. The column options are highly detailed, and you can enable as many as you need, depending on the depth of your reporting.

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Once you've customized your view, click the Export button in the top right corner. Your report will download as a CSV file, ready to be opened in your preferred spreadsheet application for further analysis or sharing.

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