Which reports are available?

Modified on Wed, 24 Dec, 2025 at 10:16 AM

The table below provides an overview of all available reports, the roles that can access them, and what each report is used for.

Report	Roles	Description
Bookings	Administrators Media Secretary School Office Event Organisers	View attendees who have booked onto your events. Use the Select Event dropdown to choose the year and event name. From this report, you can email attendees, export door validation lists, and manage bookings. Administrators can edit bookings by clicking on an attendee’s ID or name.
Child Only Bookings	Administrators Media Secretary School Office Event Organisers	View bookings for child-only events such as discos, movie nights, and magic shows when using event templates. These events automatically collect dietary and medical requirements, as well as contact details, at checkout. All collected information is available within this report.
Customers	Administrators	View and manage all customers. You can search, approve, delete, and email customers using the Manage menu.
Dashboard	Administrators Finance/Treasurer	Your dashboard provides a high-level overview of your organisation, including notifications, plan type, latest sales figures, and customer registrations.
Early Fraud Warnings	Administrators Finance/Treasurer	View any Early Fraud Warnings (EFWs) recorded in Stripe. EFWs indicate when a card issuer has flagged a payment as potentially fraudulent.
Email Tracker	Administrators	View and track all emails sent from the platform, including delivery status, opens, and clicks. Search functionality is available via the Manage menu. Click on an email ID to view the full activity trail.
Invoices	Administrators, Finance/Treasurer	View all invoices for your organisation. Platform and Stripe fees are deducted at the point of payment. PTA Events issues invoices for fees every Monday.
Orders	Administrators Finance/Treasurer	View and manage all orders. Use the Manage menu to search for orders, resend confirmation emails, delete unpaid orders, issue full or partial refunds, mark orders as dispatched or not dispatched, and export delivery notes.
Payouts	Administrators Finance/Treasurer	Reconcile Stripe payouts against your events using the payouts report.
Product Questions	Administrators Media Secretary Event Organisers	View responses to product-related questions. Use the Select Event dropdown to choose the year and event name. Administrators can edit product details by clicking on the product ID or name.
Reconciliation	Administrators, Finance/Treasurer	Reconcile payments against invoices. As invoices are generated weekly on Mondays, payments can be reconciled after the following invoice run. Search functionality is available via the Manage menu.
Sales	Administrators Media Secretary School Office Finance/Treasurer Event Organisers	View detailed product sales information. Use the Select Event dropdown to choose the year and event name.
Tickets	Administrators Event Organisers	View tickets by event and sync them for scanning. Use the Select Event dropdown to select the year and event. Ticket numbers, order IDs, and QR codes can be viewed and downloaded. The Sync to Qflow option is available via the Manage menu.
Treasurer by Date	Administrators Finance/Treasurer	View financial transactions within a selected date range. Use the Manage menu to search transactions for any 90-day period.
Treasurer by Event	Administrators Finance/Treasurer	View financial transactions grouped by event. Use the Select Event dropdown to choose the year and event name.
Volunteers	Administrators Media Secretary School Office Finance/Treasurer Event Organisers	View volunteers assigned to tasks for your events. Use the Select Event dropdown to select the year and event name. Volunteers can be contacted via email using the Manage menu.

Exporting Reports

Most reports can be exported to PDF or Excel for further offline analysis.

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