You must have "Full Access" or "Limited Access - Financials" permissions to run financial reports.

Organizations that use SportsEngine Merchant Account can generate financial reports by pulling data from a specific timeframe.

  1. Sign in to "SportsEngine HQ."

  2. Once in "SportsEngine HQ," click on the Registration tab, then choose Financial Summary.

  3. Under Report Type, choose the report type you would like to run.

    • Sales Item 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.

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

  4. Input the Start and End dates of your report, then click Run Report.

    • It could take some time to download, depending on how large or what kind of report you are generating.

    • Some reports download as CSV files, while others get sent to your email to view.

How to View Payout Reports

Payout Reports contain the organization's bank account deposits and withdrawals across all registrations in the specified timeframe. To view Payout Reports:

  1. Sign in to "SportsEngine HQ."

  2. In the left-hand navigation, click Financials > Reports.

  3. At the top of the screen, choose the Payouts tab next to the Activity tab.

  4. View any desired payouts.

    • Filters below the Payouts tab can be used to break up payouts by date.

  5. Press the Export button on the right-hand side to download the report.

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