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 (and optionally 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, either:
- For custom reports only, click Copy for that report in the list.
- Or 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 or 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:
- Preview the report in a pop-up window.
- Clicking the Report Name has the same effect.
- Edit a custom report, opening it on the Consolidation > Setup page.
- Clicking the Report Description has the same effect.
- > Note: You cannot edit any of the system reports. (You can instead copy them and customize the copy.)
- Copy a custom report (using the Report Copy Wizard)
- To copy a standard report, use the Copy Report button.
- Delete the report
- Mark the report as a favorite (thus including it in your list of favorites from in the global navigation icons).
- “Unfavorite” 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 (date range, payment types, registrations to include) and click Display Report to update the report.
- 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.