Which reports are available?

Modified on Thu, 6 Mar at 9:24 AM

The following table gives an overview of all reports available and which roles can access them:

Report	Roles	Description
Bookings	Administrators Media Secretary School Office Event Organisers	View attendees who have booked onto your events. Use the “Select Event” dropdown list, select the year and then the event name. You can email bookings from here and export door validation lists via the “Manage” menu. Admin can make any changes to the booking here by clicking on ID or name.
Child Only Bookings	Administrators Media Secretary School Office Event Organisers	View attendees who have booked onto your child only events. These are disco’s, movie nights and magic shows, when using the event templates. They will automatically request dietary/medical requirements and contact details at checkout, the information for which can then be found in this report.
Customers	Administrators	View and manage all customers. Search, approve, delete, and send emails via the “Manage” menu.
Dashboard	Administrators Finance/Treasurer	Your dashboard gives an overview of your organisation. View your notifications, your plan type, latest sales figures, and customer registrations.
Email Tracker	Administrators	View all emails sent, track delivery, opens and clicks etc. Search functionality available via the “Manage” menu. Click on the ID for full trail information.
Invoices	Administrators, Finance/Treasurer	View all of your invoices. All platform and Stripe fees are taken at point of payment and PTA Events invoice for fees every Monday.
Orders	Administrators Finance/Treasurer	View and manage all orders. Use the search functionality in the “Manage” menu to search for orders. Resend order confirmation emails, delete orders where no payments is taken, refund whole or partial orders, mark orders as dispatched/not dispatched and export delivery notes can all be carried out from here.
Reconciliation	Administrators, Finance/Treasurer	Reconcile your payments. We invoice weekly on Mondays and therefore the next weeks payments can be reconciled after our next invoice run. Search functionality available via the “Manage” menu.
Product Questions	Administrators Media Secretary Event Organisers	View answers to product questions. Use the “Select Event” dropdown list, select the year and then the event name. Admin can make any changes to the product here by clicking on ID or name.
Sales	Administrators Media Secretary School Office Finance/Treasurer Event Organisers	View granular information about product sales. Use the “Select Event” dropdown list, select the year and then the event name.
Tickets	Administrators Event Organisers	View tickets by event and sync for scanning. Use the “Select Event” dropdown list, select the year and then the event name. “Sync to Qflow” can be found via “Manage” menu. View tickets numbers, order ID’s and QR codes and download tickets from here.
Treasurer by Date	Administrators Finance/Treasurer	View financial transactions between dates. Use search functionality in the “Manage” menu for any 90 day period.
Treasurer by Event	Administrators Finance/Treasurer	View financial transactions by event. Use the “Select Event” dropdown list, select the year and then the event name.
Volunteers	Administrators Media Secretary School Office Finance/Treasurer Event Organisers	View those who have volunteered for your tasks. Use the “Select Event” dropdown list, select the year and then the event name. You can email volunteers via the “Manage” menu.

Most reports can be exported to PDF and Excel (for further manipulation off platform).

For more information about roles and how to set them, please click here.