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Where can I see a report for Product sales? - Fri - Oct 18, 2024 - 11:27am

  • There are a few places to see product sales data.

    All Products by Event:

    1. Head to Events > Event Manager
    2. Click Manage
    3. Under the Reports column, there is an icon labeled "P" for Product sales. Click the P icon to download a list of all products sold per performance.


    Sales Report per Event

    1. Head to Events > Event Manager
    2. Click Manage
    3. Under the Reports column, click the Performance Sales (csv). This is the icon that looks like a bar chart.
    4. Clicking on the Performance Sales Report will download a sales report for that performance which includes all products sold for that event date as well as all revenue earned from product sales

    Report per Individual Product:

    1. Head to: Revenue Builders > Products
    2. Click on the product name to see a list of orders in the last 30 days
    3. To export a full list of all orders for that product, click "Export All Orders" 
    4. We will export a list of all products purchased within that time period which now includes the value of the product! 

    Guest List:

    Products pre-purchased for the event can be retrieved in advance of the event giving you time to pull all purchased products for the day of the event. When a patron checks in on the day of the event, you can provide them their merchandise bought in advance with their tickets.

    1. Head to: Events > Event Manager
    2. Click Manage
    3. Under the Reports column of a single date, click on the Guest List icon to see products purchased with each patron attending. This enables you to pull the products and/or merchandise in advance of the event and have it ready for pick-up at a separate table. 

    Reconciliation Report

    Monitor your products sales on a daily basis across all events for sale.

    1. Head to: Reports > Reconciliation
    2. The default date is set to yesterday, but you can choose any date range up to 30 days at a time to download all transactions that occur each day. If a customer purchases products, they will be listed in the Products column with their order.