SportsEngine

How to Run Financial Reports for an Organization

Last Updated: Sep 08, 2016 12:05PM CDT
Organization and/or Financial Administrators who have "Financials" permissions within the organization's website and use the SportsEngine Merchant Account have the ability to generate reports for pulling data for a specified timeframe. Available reports include: 

Sales Report - Contains information on all sales submitted across all registrations in the specified timeframe. 

Order Report - Contains information on orders submitted across all registrations in the specified timeframe. 

Payout Report - Contains all of the organization's bank account deposits and withdrawals across all registrations in the specified timeframe. 

Transaction ReportContains data on all payments, discounts, refunds, and fees generated by registration orders across all registrations in the specified timeframe. 

To generate a report, do the following: 
  1. Login to the website and open the Admin Control Panel. 
  2. Select Financials and then select Financials Summary. 
  3. Enter the Start Date and End Date range for your report. Each report can only include up to 31 days of data. 
  4. Select the Report Type that you want to use and then click Run Report. A .CSV file is downloaded to your computer. Open the file to access your report. 
Still need help?

Start a Live Chat on the Contact Us page. If you cannot reach us via Chat you can Email Us or call 1.888.255.7840 (Option 1, then Option 2) for additional help.

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