The Sales Audit Report displays the payment allocation on all sellable items.
The following table describes this report’s criteria:
Criteria |
Description |
Allocated Date Format |
Specifies the date(s) 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 selected from the 'Allocated Date Format' field. Click to select a date |
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 selected from the 'Allocated Date Format' field. Click to select a date |
Payment Methods |
Filters the report based on the selected payment method(s). |
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 to search for an event. |
Event Date Format |
Filters the report based on the selected date format: •Advanced Sales: Filters the report based on the sales for upcoming events from the time that the report is generated. •Past Sales: Filters the report based on the sales for past events prior to the time that the report is generated. •Event Range: Filters the report based on the date range entered in the 'Events From' and 'Events To' fields. |
Events From |
Filters for those events that occur on or after the date entered. Any value entered into this field will only apply if Event Range is selected from the 'Event Date Format' field. Your entry will be ignored if you do not enter a date in the 'Events To' field. Click to select a date or to select a duration. |
Events To |
Filters for those events that occur on or before the date entered. Any value entered into this field will only apply if Event Range is selected from the 'Event Date Format' field. Your entry will be ignored if you do not enter a date in the 'Events From' field. Click to select a date or to select a duration. |
Service Charges |
Filters the report based on the selected service charge(s). |
Miscellaneous Item |
Filters the report by specific miscellaneous items. Click to search for a miscellaneous item. |
Fund |
Filters the report based on the selected fund(s). |
Show Gift Certificates? |
Enables you include or exclude gift certicates from the report. |
Report Output By |
Enables you to subtotal payments by: •Detail •Summary |
The following criteria is available in the advanced section:
Criteria |
Description |
User Role |
Filters the report 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 the report by the selected user group(s). |