View sales report

This guide explains how to view the sales report and use the filters to extract the necessary figures to track your sales and manage your accounting (as part of the Infomaniak ticketing system).

Accessing the Sales Report

To do this:

1. Click here to access the management of your product on the Infomaniak Manager (need help?).
2. Click directly on the name assigned to the ticketing related to the event.
3. Click on Accounting in the left sidebar.
4. Click on Sales Report:
   

Filtering and Views for Efficiency

The sales report offers a filter and view saving system that allows you to quickly extract the desired figures:

• By making good use of filters and saved views, you no longer need to define the search parameters each time you check.
• Filters can be freely modified during each consultation, and if you want to keep the new filters, just Save the filters or create a new view:
  

Different Display Types

You can display the figures in several ways:

• Summary: Displays the global figures by event or sales channel without the details of each area or price category. The second part shows the total ticket sales.
• Detailed: Allows you to display the details by date, area, and price. This is the display mode that shows all the necessary accounting information.
• By price category: The display by price category allows you to see the figures grouped by prices. This way, you can extract figures for the desired categories across all events. It is used to identify, e.g., the share of visitors who bought full-price tickets, discounted tickets, or those who used subscriptions.
  
  

Adding and Modifying Filters

You can add as many filters as needed to refine the sales report results. To do this:

1. Click the blue Add a filter button.
2. Select the type of filter you want and choose the items to include or exclude.

Strict inclusion and exclusion allow you to display only the elements fully concerned by the filter.

In the example below, only orders fully paid by credit card will appear. So any order partially paid by credit card and another payment method will not appear on the list:

When applicable, you can select all elements in a list by clicking on the category:

The filter is added to the list of active filters:

To modify an active filter, click on it to display the menu.

Sales Report Views

By default, two views are available, each with its display:

• Global view: has only one default filter and allows you to see the total sales for the current month.
• Infomaniak Receipt: Displays only online transactions, allowing you to see the turnover corresponding to the statements sent each month with the payments:
  

Add, Export, and Modify a View

To add a view with the selected filters, click on + Add a view in the list of views:

You can give this new view a name:

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To modify, export, or delete a view, click on the chevron ‍ to the right of the save button:

 

View Sales Report Details

In detailed mode or by price category, you can find the details of each event, order, or price.

For example, it is possible to see a quick breakdown of each line by hovering over the Amount of sales:

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You can also view the complete list of orders related to an event, performance, or even the price by clicking on the action menu ⋮ located to the right of the concerned item: