Reports Overview

The Reports page is your central location for reviewing event activity, tracking guests, monitoring auction performance, reconciling finances, and generating reports for golf events. Reports are organized into categories, making it easy to find the information you need throughout your event.

💡 Good to Know: Navigate to Reports from the left navigation menu. Each report category groups similar reports together to help you quickly locate the information you're looking for.

⚠️ Important: Golf Reports are only available if the Golf Overlay has been added to your event.

Guest Reports

Guest Reports provide information about your guests, sponsors, seating, ticketing, attendance, and donor activity.

• Guest Contact Info – Export guest contact information in Excel or PDF format.
• Sponsorship Reports – Review sponsor details, sponsorship levels, and guest allocations.
• Online Purchase History Reports – View purchases completed online.
• Ticket Sales Reports – Review ticket purchases and assignments.
• Table Seating – View seating assignments and identify unseated guests.
• Entrée Reports – Review guest entrée selections.
• Item Donor Receipts – Generate receipts for auction item donors.
• Guest Attendance Report – Shows attendees and no-shows.
• Contribution Report by Table – View contributions by guests at a table and table totals.
• Donor Activity by Bid Number – Review purchases and donations by bidder.

Item Sales Reports

Item Sales Reports help track item sales and raffle activity.

• Items Sold Report – View quantities sold for each item.
• Item Sales Report – Review detailed item sale transactions.
• Raffle Ticket Sales – Track raffle ticket purchases and sales by raffle level.

Donation Reports

Donation Reports summarize monetary donations made during your event.

• Donations Report by Table – View donations grouped by table.
• Donations Report by Level – Review donations by giving level.
• Donations by Guest – View each guest's total monetary donations.

Auction Reports

Auction Reports help evaluate auction performance, bidding activity, and item results.

• Current Bid History – Review bidding history for auction items.
• Auction Item List– View a complete list of auction items.
• Package Report – Review package contents and included items.
• Online Item Donation Report – View items donated through the online donation form.
• Auction Item Yield Report – Compare Fair Market Value to final selling price.
• Auction Category Analysis Report – Analyze sales by item category.
• Auction Type Analysis Report – Analyze sales by auction type.
• Auction Item Buy Now Report – Review Buy Now purchases.
• Item Bid Analysis Report – See how many bids each item received.
• Auction Items Sold vs. Charity Cost – Compare selling price to charity cost for consignment or cost-based items.
• Unsold Items – View items that did not receive a winning bid.
• Winning Bid Report – Review winning bidders and final sale amounts.

Financial Reports

Financial Reports help reconcile payments, review balances, and monitor financial activity.

• Financial Reconciliation Activity Report – Detailed report of all financial activity.
• Payment Processing by Date – Review credit card processing for a selected date or date range.
• Tax Collection Report – View collected sales tax by item.
• Donor Contribution Summary – Summarize each donor's overall contributions.
• Balances Due Report – Review guests with outstanding balances.
• Payment Transactions Report – View all payment transactions.
• Failed Payment Transaction Report – Review declined or failed payment attempts.
• Pending Payments Report – View payments that are still pending or outstanding.
• Combined Receipt – Generate a receipt combining both Pre-Event and Event activity.

Golf Reports

Golf Reports provide tournament-specific reporting and are available only when the Golf Overlay is enabled.

• Contributions by Team Report – View donations, purchases, and contributions by golf team.
• Golfer Attendance Reports – Review golfer attendance and identify no-shows.

Printable Quick Help Guide:

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