How to Check Sales Breakdown in Yapsody (Cash Flow Reconciliation Reports)

🎥 Quick Video Guide

Prefer a quick walkthrough? Watch this short video:

Step-by-Step Instructions

1. Access Global Reports

Go to your account and click on your Organization Name at the top left.
Select Global.

2. Select Report Type

From the Report Type dropdown,
choose Cash Flow Reconciliation by User to view sales by user,
or select Cash Flow Reconciliation – by Location to view sales for online and box office.

3. Select Event (Optional)

By default, All Events are selected under Including Event.
If you want to view data for a specific event, click the dropdown, select the event, and then click Generate Report.

4. Choose Date Range

These reports default to today’s data.
To view a different period, customize the date range by selecting:

• Yesterday
• Last Month
• A specific number of days (such as the last 30 days)
• Custom range

Understanding the Report

Cash Flow Reconciliation (By User)

In the Cash Flow Reconciliation report,
at the top, you’ll see All Activity, which includes both box office and online sales, along with a breakdown of payment methods, revenue, refunds, and net revenue.

Scroll down to view sales data by user, such as Simon or John William, followed by online sales activity at the bottom.

You can also use Filter Options to generate reports by location, payment method, or user.

Cash Flow Reconciliation (By Location)

In the Cash Flow Reconciliation by Location report,
you can view All Activity at the top. This includes both box office and online sales, along with a breakdown of Payment Method, revenue, refunds, and net revenue.

As you scroll down, you’ll see separate sales data for the box office and the online store.