Overview
This page lists the consolidation reports that have been defined for the current account and the pre-built system summary reports.
Consolidation reports can show registration, payment and refund, budget, expense, contact, and supplier data across multiple events in a single Certain account. Consolidation reports can also optionally include all its sub-accounts.
> Note: Consolidation reports only return records for live registrations, not for test ones.
To add a new custom consolidation report, click Add Report to go to Consolidation > Setup.
To copy an existing custom consolidation report using the Report Copy Wizard, use either of the following options:
- For custom reports only, click Copy for that report in the list.
- Click Copy Report at the top of the page and select the report in the wizard.
To run a report, click its name in the Report Name column. To preview a report, click Preview in the Actions column. The Report Results display in a pop-up window.
Page Details
The Actions column includes the following icons for each report:
- Click the Preview icon.
- Click the Report Name.
- Click the Edit icon to edit a custom report on the Consolidation > Setup page.
- Click the Report Description to open the same edit view for a custom report.
- > Note: You cannot edit any of the system reports. You can instead copy the system report and customize the copy.
- Click the Copy icon to copy a custom report using the Report Copy Wizard.
- To copy a standard report, use the Copy Report button.
- Click the delete icon to delete the report.
- Click the favorite icon to mark the report as a favorite.
- Click the "Unfavorite" icon to unmark a report previously marked as a favorite.
Standard Consolidation Reports
Budget Summary Reports
The following system budget summary reports are available:
- Budget Summary Across Events – Summary of all budgets entered for events in the current account
- Budget Summary Across Accounts – Summary of all budgets entered for events in the current account, including those in sub-accounts that use the same General Ledger.
- Total Expenses by Location Across Events – Shows total of expenses, summarized by Event Location, for all budgets entered for the events in the current account.
- Total Expenses by Location Across Accounts – Shows total of expenses, summarized by Event Location, for all budgets entered for the events in the current account, including those in sub-accounts that use the same General Ledger.
- Budget Summary by Event, GL, Suppliers – Shows event expenses grouped by either the Event, GL Code or Suppliers in combination, either for that account or across all sub-accounts.
Financial Summary Reports
The following system financial summary reports are available.
Click any of the dates or payment totals in a report to display the corresponding individual payments/refunds in a separate Report Results window.
You can change any of report parameters. The report parameters include date range, payment types, and registrations to include. Click Display Report to update the report.
The system financial summary reports are:
- Payments and Refunds Summary - Current Account – Summary of all payments and refunds for all of the events in the current account, grouped by the payment type and date processed.
- Payments and Refunds Summary - Including Sub-Accounts – Summary of all payments and refunds for all of the events in the current account and all of its sub-accounts, grouped by the payment type and date processed.