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Reporting

See every event's money in one report: the Event Financial Summary

One row per event, from tickets and donations to fees and net, plus a total for all events. Set the dates to "All Time" to see every event that has taken money.

Who can do this: Owner, Administrator, Finance, Fundraiser and Programs can run this report. Viewer and Front desk can't.

Quick steps: Reporting › Templates › "Transactions" › "Run Report →" on "Event Financial Summary" › date range button › "All Time".

Before you start

  • Your role must be Owner, Administrator, Finance, Fundraiser or Programs.
  • A report is a table of your records that answers one question. A built-in report is one Clerestory provides.
  • Know which dates you want. The report starts on "Last Calendar Month".

Open the report

Page: /dashboard/reporting/templates

  1. In the left-hand menu, under "Tools", click Reporting to open its list.
  2. Click Templates.
  3. The page is headed "Report Templates". Under "Built-in Reports", find the "Transactions" group.
  4. Find the "Event Financial Summary" card.
  5. Click "Run Report →" at the bottom of its card.

Page: /dashboard/reporting/templates/event-financial-summary

  1. The report opens with "Event Financial Summary" at the top and the results table below. That means it worked.

See every event, all time

The report shows only events that had money in the dates you pick. To see every event:

  1. Find the row of buttons under the report's name. The first button on the left has a calendar icon and shows "Last Calendar Month".
  2. Click it. A list of ranges opens.
  3. Click "All Time".
  4. The table reloads with one row for each event that ever had money, and the button shows "All Time". That means it worked.

To see one year instead, choose "This Fiscal Year" or "Last Calendar Year", or click "Custom Range" and pick the start and end days.

Read the Donations column

  • "Donations" is the gifts buyers added to their event order at checkout, on top of their tickets, sponsorships and add-ons.
  • It is counted for each event on its own row, and added up on the "All events" row.
  • Money is counted on the day it was received or refunded.

What the labels mean

  • Line: "Event" for one event's row. "All events" for the total row.
  • Event: the event's name.
  • Tickets, Sponsorships, Add-Ons, Donations: what each kind of purchase brought in.
  • Auction Wins, Paddle Raise, Raffle, Retail: gala and shop money for the event.
  • Other and Not Attributed: event money that isn't in one of the columns above.
  • Fees Covered by Payers: card fees buyers chose to pay on top.
  • Gross: all money taken in. Refunds: money given back.
  • Card Processing and Clerestory Platform Fee: fees taken off.
  • Net: what is left after refunds and fees.
  • Gross Processed by Clerestory and Net Processed by Clerestory: payments taken by card through Clerestory.
  • Gross Recorded Offline and Net Recorded Offline: cash and checks your staff recorded.
  • Won, Not Collected: gala purchases not yet paid. It is not part of the totals.
  • Value of Goods and Services and Deductible Amount: what buyers received in return, and the part that may be tax-deductible, as their receipts show it.
  • Payments: how many payments the row counts.

The note under the report's name says the figures match Event Results for the same dates.

Special cases

  • An event with no money in your dates has no row. Widen the date range.
  • If you see "No results match your filters. Try adjusting your date range or filters.", nothing matches. Choose "All Time" or remove a filter.