Event Revenue Summary Report

Modules > Reports > Overview > Report Central> Module: Events | Category: All

This report summarizes monetary fields that are related to an Event.

Report Parameters

Selected report parameter information displays below the title of the report.

Parameter Name Required Description
Events Required Choose the Event you want to run this report on from the drop-down list.
Session Optional Select a session to limit the report output to a single session. If you do not choose a session, all sessions are included in the output.
Include Open Invoices? Optional Select this check box to include open invoices in the report results.
Detail / Summary Required Choose Detail or Summary from the drop-down list.
Separate Wait List? Optional

Select this check box to include Wait List numbers as a separate section of the report.

Report Fields

The Event Revenue Summary report covers all revenue sections related to an event. This report may include applicable revenue sections for an event from the following listed revenue sections:

  • Cancellation Fees

  • Event Fees

  • Session Fees

  • Substitution Fees

  • Sponsor Fees

  • Track Fees

  • Transfer Fees

    •  

This report can produce output both in a browser window (HTML) and as a PDF containing the following information:

Column Name Description
Fee Amount

Summary: Lists the Fees and Subtotals for all the applicable revenue sections of an event.

Detail: Lists all the transaction Fees and the Subtotals for all the applicable revenue sections of an Event.
Qty Sold

Summary: Gives the number of registrations sold through all the sections of an event.

Detail: Gives the number of registrations sold in each transaction through all the sections of an event.
Max Revenue Potential Summary: Gives the maximum amount of Revenue you can expect based on the previous two columns.

Detail: Gives the maximum amount of Revenue you can expect for each transaction based on the previous two columns.
Actual Sales Summary: Gives the amount of sales already paid for in currency. Does not include fees billed but not paid yet.

Detail: Gives the amount of sales in currency for each transaction.
# of Cancels

Summary: Gives the number of registrations cancelled in all the applicable sections of an event.

Detail: Gives the number of registrations cancelled for each transaction in all the applicable sections of an event.
Credit/Refund Amount

Summary: Lists the Fees that have been credited or refunded and Subtotals for all the applicable sections of an event.

Detail: Lists the Fee that has been credited or refunded and Subtotal for each transaction for all the applicable sections of an event.
Discount Amount

Summary: Lists the discounts that have been applied and Subtotals for all the applicable sections of an event.

Detail: Lists the discounts that have been applied and Subtotal for each transaction for all the applicable sections of an event.
Balance Due

Summary: Lists the balance due, if any.

Detail: Lists the balance due for each transaction, if any.
Actual Revenue

Summary: Lists the ultimate result of Actual Sales through Actual Revenue:

Actual Sales - [(# of Cancels X Cancellation Fees) + Credit /Refund Amount + Discount Amount] = Actual Revenue

Detail: Lists the ultimate result of Actual Sales through Actual Revenue for each transaction.

Important! To make the Event Revenue Summary report calculation more accurate, the Cancellation Fees column has been removed and a Cancellation Fees section has been added. (This update has been included in the Summer 2022 – Release 26.)

Troubleshooting

Q: What if the Total Amount of Event Financial Detail / Summary Report doesn't match the Actual Revenue in the Event Revenue Summary report?

A: Please remember that the Event Financial Detail / Summary Report and the Event Revenue Summary Report are not copies of each other. Following is a list of some attribute of the sale that the Event Revenue Summary Report considers that the Event Financial Detail / Summary Report does not:

  • Cancellations
  • Cancellation Fees
  • Credits / Refunds
  • Discounts
  • Returns

Also note the very specific differences between the two columns:

  • Total Amount: Total dollar amount billed for the fee. This includes all fees billed, both paid and owed.
  • Actual Revenue: Lists the ultimate result of Actual Sales through Actual Revenue: Actual Sales - [(# of Cancels X Cancellation Fees) + Credit /Refund Amount + Discount Amount] = Actual Revenue