Organisation booking and financial reports

Organisation reports show the bookings, transactions and payouts of the organisation's events. Team members with the Owner, Admin or Finance team role can open them. Reports cover only the organisation's events, not team members' personal events.

Open a report

  1. Choose the organisation in the workspace switcher and select the Reports tab.
  2. Choose a report at the top of the page.

While an organisation is selected in the switcher, Bookings and the personal report pages in the organiser menu also open the organisation's Reports. To see reports for your personal events, choose Personal in the switcher.

Report What it lists
Booking reports Each booking: reference, customer, event, date, amount, currency and status.
Ticket bookings Each ticket booked: reference, customer, event, ticket, date, amount and status.
Add-on bookings Each add-on booked: reference, customer, event, item, date, amount, quantity and status.
Wallet transactions Earnings and other balance entries per event, with their type and status.
Payouts Payments made to the organisation's bank account.

Filter a report

Search by reference or event name. Booking reports also match the customer, and ticket and add-on bookings also match the item name. Set a date range with From and To, and choose a status. Select Filter to apply, or Reset to clear the filters.

The number next to the report name is the number of matching records. When records have amounts, the total for the filtered records is shown for each currency.

Common statuses

While an organisation is selected in the switcher, Bookings and the personal report pages in the organiser menu also open the organisation's Reports. To see reports for your personal events, choose Personal in the switcher.

Status Meaning
Unpaid The booking was started but payment has not been completed.
Payment review The payment needs a check by Shows before the booking is confirmed.
Refund required The booking is due a refund.
Pending payment In wallet transactions: earnings that are recorded but not yet paid out.

Download a report

Select CSV or XLSX above the results. The download uses the current report and filters, and includes extra detail columns that the page doesn't show, for example coupon codes and discounts for bookings, delivery details for add-ons, and payout dates for wallet transactions.

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