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How to Use the Adjustments Report
How to Use the Adjustments Report
Updated over a week ago

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

Use the Adjustments Report to dive into the details of how using discounts, credits, and voids takes sales from the gross amount to the net amount.

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

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

  3. Click the Adjustments tab.

From here, filter the report by the preferred timeline and adjustment type.

  • The Adjustments report defaults to the fiscal year. Use the Quick Filters to adjust the view to the current year, last year, current month, last month, or a custom date range.

  • Next to the pie chart graphics, click on Discounts, Credits, or Voids to remove the category and modify the chart accordingly.

To view more information on the original sale, click either of the following:

  • "Sale ID" - view the sale details page.

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

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

To export a CSV of the Adjustments Report:

  1. Select the tab for the desired adjustment type, Discounts, Credits, or Voids.

  2. Click Export.

    • The downloaded CSV contains all columns shown on the Adjustments report.

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