The Orders Paid by Date report displays information on fully allocated orders as of a specified date including information from three selected order marketing data fields.
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Information Any orders that were fully allocated as of the specified date will appear in the report, even if they may no longer be allocated. 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. |
You could run this report for end-of-week show settlement to determine what specific purchases were made for a particular week for specific events. Accounting departments could use this with the Sales Report by Series Event report to determine what events have been purchased and paid for on a particular day. Marketing departments could use this report to find orders that were paid before a certain date to provide incentives such as a special bonus, gift, or discount.
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 |
Order Paid Date Format |
Specifies the date to use for the report: •Date Range •Previous 7 Days (excluding today) •Today •Yesterday |
Orders Paid From |
Filters the report based on those orders paid in full on or after the date entered. 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 |
Orders Paid To |
Filters the report based on those orders paid in full on or before the date entered. 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 |
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 Role |
Filters by the selected user role(s). This is the user who created the order. |
User Role Group |
Filters by the selected user role group(s). This is the user who last updated the order. |
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 pages. 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 labels. |
Output
The following table describes the report’s output:
Column |
Description |
Customer # |
The customer associated with the unbalanced order, if any. Click the customer number to view the customer’s account. Links will not function if you email or download the HTML version of the report. |
Customer Name/Organization |
The name of the customer associated with the order or the customer’s associated organization, if any. |
Order # |
The order number associated with the paid order. Click the order number to view the order details. Links will not function if you email or download the HTML version of the report. |
Event |
The earliest event on the order. |
Ticket Count |
The total number of admissions on the order. |
Net Value |
The net value of the admissions on the order excluding service charges and taxes. |
Order Value |
The total value of the order including service charges and taxes. |
Balance Due |
For overpaid orders, displays the amount overpaid. |
Payment Date |
The date that the order was paid in full. |
