How do I view Global Report?

The Global Report provides a detailed overview of transaction activity across all your events, including "Pay Later" transactions.

Steps to View the Global Report

• Access the Global Dashboard Log in to the Box Office module. Hover your cursor over your Organization Name in the top-left corner and select Global from the dropdown menu.

• Set Your Parameters The Global Report dashboard will appear. You can customize your view using the following options:

1. Transaction Date: Select the specific date range you wish to review.

2. Sort By: Organize the data by Date/Time or Username.

3. Event Filter: Use the Including Event dropdown to filter results for a specific event.

• Generate the Report Click Generate Report to view the data on your screen.

Delivery and Scheduling Options

• Email: Click the Email option to send the current report directly to your registered email address.
• Schedule: Use the Schedule option to set up automated reports. You can choose a frequency that fits your needs to receive updates periodically.

Available Report Types

You can switch between different data views using the Report Type filter:

• Transaction Activity Report: Displays every transaction across all events by date, with a complete summary at the bottom.
• Outstanding Balance Report (PayLater): Lists all pending "Pay Later" transactions that have not yet been finalized.
• Cash flow Reconciliation - by Location: Breaks down transaction data by where the sale occurred, such as the Online Store or the Box Office. 
• Cash flow Reconciliation - by User: Categorizes transactions based on the specific user or team member who processed the sale.
• Tax Reconciliation: Provides a detailed breakdown of taxes applied. This includes total tax charged, total tax refunded, and the net total tax collected.

Important Notes

Combined Totals: If a single transaction includes tickets for multiple events, the results will reflect the combined total. 

Accuracy: To ensure accurate data, always verify that you have selected the correct dates and the appropriate event from the Including Event dropdown.