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How to Use the Sale Items Report
How to Use the Sale Items Report
Updated over a week ago

You must have "Full Access" or "Limited Access Financials" permissions to view Financial Reports.

  1. Sign in and navigate to "SportsEngine HQ."

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

  3. Click the Sale Items tab.

From here, you can filter and sort the report until you see your preferred view.

  • The Sale Items report defaults to the fiscal year. Use the Quick Filters to adjust the view to the current year, last year, current month, or last month.

  • On the top row, the toggle arrows allow you to sort the report as needed.

To dive deeper into a sale's details, click one of the following:

  • Item Name - view a detailed graph of the sale item's variations.

  • Sale ID or Status - view the sale details page.

    • Sale details include order summary details, payment plans, and activity.

  • Sale Source - view the Invoice or Registration where the sale originated.

To Export a CSV of the Sale Items Report:

  1. Below the bar graph, click Export.

    • The downloaded CSV contains all columns shown on the Sale Items report, including a column for "Item Variation."

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