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How to Use the Sale Items Report
How to Use the Sale Items Report
Updated over 10 months 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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