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Criteria

Advanced Section

Order Marketing Data

Output

 


 

The Bundle Sales report displays the number of bundles, gross totals, total bundle charges and taxes, amount paid and amount due on owing orders by bundle name, group, or description. You can filter the report by various items such as the bundle name, order or payment date, amount due or payment amount, and order marketing data. In addition, you can sub-total the report by order type.

You can use this report to determine how many bundles were ordered or paid for over a period of time or to determine renewals and new sales that have been processed over a period of time. Based on the configuration of the bundles, grouping by description or bundle group provides different summary information.

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Warning

Once you exchange a bundle ticket for a single ticket, the revenue will no longer be reflected in the Bundles Sales report.

It is recommended that you use specific pricing for the bundle admissions and the corresponding single tickets and price charts. When you need to check your package revenue including exchanges you can use a sales report that can be 'Output By' price type.

Criteria

The following table describes this report’s criteria:

Criteria

Description

Bundle Name

Filters for bundle requests by bundle name.

Click magnifyingGlass-7.X to search for a bundle.

Order Date Format

Specifies the date to use for the report:

Date Range

Previous 7 Days (excluding today)

Today

Yesterday

Orders From

If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date.

Any value entered into this field will only apply if Date Range is used.

Click calendarIcon-7.X to select a date or durationIcon-7.X to select a duration.

Orders To

If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date.

Any value entered into this field will only apply if Date Range is used.

Click calendarIcon-7.X to select a date or durationIcon-7.X to select a duration.

Payment Date Format

Specifies the date to use for the report:

Date Range

Previous 7 Days (excluding today)

Today

Yesterday

Payments From

If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date.

Any value entered into this field will only apply if Date Range is used.

Click calendarIcon-7.X to select a date or durationIcon-7.X to select a duration.

Payments To

If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date.

Any value entered into this field will only apply if Date Range is used.

Click calendarIcon-7.X to select a date or durationIcon-7.X to select a duration.

Group By

Groups totals by:

Bundle Name

Bundle Description

Bundle Group

Subtotal By

Enables you to subtotal the report by:

None

Order Type

Advanced Section

The following criteria is available in the advanced section:

Criteria

Description

Payment Method

Filters based on the selected payment method(s).

Payment Amount

Filters for those orders equal to, greater than, or less than the value entered.

Payment Amount Value

Filters orders based on their total payment amount.

Amount Due

Filters for those orders equal to, greater than, or less than the value entered.

Amount Due Value

Filters orders based on their outstanding payment amount.

User Role

Filters by the selected user role(s).

This is the user who last updated the order.

User Role Group

Filters by the selected user role group(s).

This is the user who last updated the order.

Display Charge Type

Enables you to further expand the pricing breakdown by adding columns based on the selected charge types:

Commission

Service Charge

Tax

 

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Information

Two other options, User Tax1 and User Tax2, are available. By default they are disabled in the General Configuration - List|Entries page for the Service Charge Types list. To configure these options, they must first be enabled. For information on configuring taxes and charges, refer to Product Configuration - Charges.

Order Marketing Data

The following criteria is available in the order marketing data section:

Criteria

Description

Order Marketing Data

Filters the report by the specified order marketing data. Order marketing data is collected when the user created the order.

Select the data that you want to use from the 'Order Data Option' dropdown. Once selected, you must enter the exact value for the marketing data in the associated 'Order Data Option' field. The selected marketing data will be ignored if you do not enter a value. If the data field has an associated list (that is, a list of available options), you must enter the Key for the list option you want to use, not the label as it is seen by users. You can find the key in the General Configuration - Lists|Entries page.

 

If when selecting a marketing data field, you see data1 or data2 as options rather than the labels that you use for collecting marketing data, speak to your system administrator to update the application to reflect the actual labels.

 

Output

The following image illustrates the report output

 

BundleSales-7.19

 

The following table describes the report output:

Column

Description

Order Type

The type of order.

This column only displays if you subtotal by Order Type. The report displays the key representing the order type, rather than the label (that is, what users would see). If you are unsure what the code represents, speak to your system administrator to look up the Order Types list in the Registry.

Bundle Name

The name of the bundle.

This column only displays if you group by Name.

Bundle Description

The bundle description.

Bundle Group

The group to which the bundle is associated, if any.

Number of Bundles

The total number of bundles sold.

Bundle Net

The net value of the bundle (excluding taxes and charges).

Bundle Tax

The total taxes charged against the bundle.

Bundle SC

The total per instance bundle charges.

Bundle Total

The bundle’s grand total (including taxes and charges).

Order Amount Paid

The total amount paid on the bundle order. This includes all order items.

Order Amount Due

The total amount owing. This includes all order items.