View sales report

This guide explains how to consult the sales report and use filters to extract the necessary figures to track your sales and for accounting.

An Enhanced Tool for Increased Efficiency

The sales report now offers a system of filters and saved views that allows you to quickly record and retrieve the desired figures. By making good use of filters and saved views, you no longer need to define search parameters for each consultation.

Filters can be freely modified in each consultation, and if you want to save the new filters, simply click on Save Filters or create a new view.

Access the Sales Report

1. Log in to your Infomaniak account.
2. Go to the Box Office.
3. From the left menu, under Accounting, click on Sales Report.

Different Types of Displays

• Summary: Shows total figures per event or sales channel without details for each area or tariff category. The second part displays overall ticket sales.
• Detailed: Allows displaying details by date, area, and tariff. This display mode allows seeing all necessary accounting information.
• By Tariff Category: The display by tariff category allows grouping numbers by tariffs. It is thus possible to extract numbers for the desired categories for each event. It is used, for example, to identify the percentage of visitors who bought full-price tickets, discounted tickets, or used subscriptions.
  
  

Add and Modify Filters

It is possible to add as many filters as needed to refine the result of the sales report. To do so:

1. Click on the blue Add a Filter button.
2. Select the desired filter type and choose the elements to include or exclude. Inclusion and strict exclusion show only items that are fully affected by the filter.
   In the example below, for instance, only orders paid 100% with a credit card will be shown. Therefore, any order paid partially with a credit card and another payment method will not appear on the list.
   When applicable, you can select all items from a list by clicking on the category.
   
3. The filter is added to the list of active filters.
   
   
4. To modify an active filter, click on it to display the menu.

Views of the Sales Report

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

• Global View: Defaults to only one filter and allows seeing total sales for the current month.
• Infomaniak Revenue: Shows only online transactions and allows seeing the turnover corresponding to the settlements sent each month with payments.
  
  

Add, Export, and Modify a View

To add a view with the selected filters, click on + Add View in the list of views. You can give a name to this new view.



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

See Details of the Sales Report

In detailed or tariff category mode, it is possible to find details of each event, order, or tariff. For example, it is possible to see a quick breakdown of each line by placing the mouse over the Amount of sales

It is also possible to consult the comprehensive list of orders related to an event, a performance, or even a tariff by clicking on the icon to the right of the desired line.