The Event Order Allocations report displays the total value of admissions, charges and requests that have been allocated and an itemized list of allocated charges. Using the criteria by event or allocation date, the report can be subtotaled by allocation date or by event. The output can be detailed by event or summarized.
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Information Payments are allocated to the order’s order items once the order has been paid in full. A payment is de-allocated when the order becomes under paid. For more information, refer to Payment Allocations. |
Criteria
The following table describes this report’s criteria:
Criteria |
Description |
Series |
Filters the report by the 'Series Name' defined on the Event Configuration - Events|Basic page. |
Event Code |
Filters the report by a specific event. Click |
Allocated Date Format |
Specifies the date to use for the report: •Date Range •Previous 7 Days (excluding today) •Today •Yesterday |
Allocated 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 |
Allocated 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 |
Report Output By |
Enables you to subtotal payments by: •Sub-totalled by allocation date •Sub-totalled by event •Sub-totalled by series •Sub-totalled by series user name |
Show Detail? |
Enables you to view payment allocation information itemized by each order. The information displayed includes the order number and user. |
Display Charge Types |
Filters the report by specific charge type(s): •Commission •Service Charge •Tax |
Include Charge Processing Types |
Filters the report based on the charge processing type(s): •Additional •Included •Inside |
Advanced Section
The following criteria is available in the advanced section:
Criteria |
Description |
Events From |
Filters for those events that occur on or after the date entered. Your entry will be ignored if you do not enter a value for 'Events To' date. Click |
Events To |
Filters for those events that occur on or before the date entered. Your entry will be ignored if you do not enter a value for 'Events From' date. Click |
User Name |
Filters by the selected users. Click |
User Role |
Filters by the selected user role(s). This is the user who created or updated the order to place it in an allocated or de-allocated state. |
User Role Group |
Filters by the selected user group(s). |
Output
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Information A negative NET value indicates a de-allocated payment. De-allocation information is only displayed if you are viewing the detailed report. |
The following table describes the report’s output:
Column |
Description |
Series |
Name of the series which the event belongs to. |
Order Totals |
These columns provide the following information for each individual order containing admissions to the selected series or event: •Admission NET Total admission amount allocated to or de-allocated from an order’s admission items, excluding any taxes or service charges. •Request NetTotal request amount allocated to or de-allocated from an order, excluding any taxes or service charges. •TaxesTotal tax amount allocated to or de-allocated from an order’s admission items. •TotalTotal amount allocated to or de-allocated from an order. |
Allocation Totals |
These columns provide the following information for every order containing admissions to the selected series or event: •Admission NET Total admission amount allocated to or de-allocated from the specified orders excluding any taxes or service charges. •Request NetTotal request amount allocated to or de-allocated from the specified orders, excluding any taxes or service charges. •TaxesTotal tax amount allocated to or de-allocated from the specified orders. •TotalTotal amount allocated to or de-allocated from all orders. |
How the Output is Sorted
The following table outlines how the report output is sorted depending on the criteria you have selected:
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'Show Detail?' |
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'Report Output By' |
None |
Line Detail |
Charge Detail |
Both |
Sub-totalled by allocation date |
Sorted chronologically by allocation date, then chronologically by event start date, then alphabetically by event name |
Sorted chronologically by allocation date, then ascending by order number, then chronologically by event start date, then alphabetically by event name |
Sorted chronologically by allocation date, then chronologically by event start date, then alphabetically by event name |
Sorted chronologically by allocation date, then ascending by order number, then chronologically by event start date, then alphabetically by event name |
Sub-totalled by Event |
Sorted chronologically by event start date and then alphabetically by event name |
Sorted chronologically by event start date, then alphabetically by event name, then ascending by order number |
Sorted chronologically by event start date, then alphabetically by event name |
Sorted chronologically by event start date, then alphabetically by event name, then ascending by order number |
Sub-totalled by series |
Sorted alphabetically by series name. |
Sorted alphabetically by series name, then ascending by order number, then chronologically by event start date, then alphabetically by event name |
Sorted alphabetically by series name |
Sorted alphabetically by series name, then ascending by order number, then chronologically by event start date, then alphabetically by event name |
Sub-totalled by user name |
Sorted alphabetically by user name, then chronologically by event start date, then alphabetically by event name |
Sorted alphabetically by user name, then ascending by order number, then chronologically by event start date, then alphabetically by event name |
Sorted alphabetically by user name, then chronologically by event start date, then alphabetically by event name |
Sorted alphabetically by user name, then ascending by order number, then chronologically by event start date, then alphabetically by event name |
