Consolidation Reports
Consolidation Reports is a collection of data across multiple events in a single Certain account (and optionally all its sub-accounts).
Overview
Consolidation reports show registrations.
Consolidation reports show payments and refunds.
Consolidation reports show budgets.
Consolidation reports show expenses.
Consolidation reports show contacts.
Consolidation reports show suppliers.
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.
- 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 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.
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