INTRODUCTION
Feature Summary: Create and download a sales summary report.
Use Cases: System users can track business activities by sorting all revenue for a period into fee types or revenue categories.
Module 7 is an eleven-part quick-start guide highlighting the key steps admins should complete when using financial reporting. This article is Part 8.
Part 8: Generate a Pickleball Sales Summary Report
SETUP REQUIREMENTS
Go to the side menu and click TRANSACTIONS > SALES SUMMARY. Manually set the start and end dates with the calendar icons or click the field to select a pre-built period (e.g. Current Year).
Enable any combination of filters to narrow the focus of a report, including Fee Status and Output Type (see below). To download a report, click the Export to Excel button. CourtReserve saves the table data in an .xlsx file.
Fee status
Organizations can use this filter to reconcile figures provided by the payment processor. Club managers could, for instance, set the Fee Status to Paid, the Payment Types field to Credit Card and eCheck, and select Last Month as the payment period. Click Run Report and see if these figures match up with the payment processor's report.
Output Type
Click the field and select a report option. Use the checkboxes (e.g. Show Taxes) to refine the data in the report.
A Summary report includes sales totals, minimal columns, and category folders that expand and close. This is the best option if the system user wants to generate a standard report.
A Detail report includes the most amount of information.
A Revenue Categories report includes line items with assigned revenue categories.
A Sales Tax report shows the different tax rates and total tax collected during the period.
A Revenue by Payment Type report details revenue based on revenue categories, and is broken-down by each payment type used in an organization.
A Fee Category report displays a breakdown of revenue by various general categories.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of Module 7's video that covers the information in this article.
Watch the entire Module 7 video to learn about financials. Watch this video to learn more about the sale summary report.