Consolidation Reports

Access via:   > Events > Consolidation

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.