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System Settings
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- Articles coming soon
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- Upload Students (Video)
- Upload Students
- Manage Students
- Upload Student Pictures
- User Accounts
- Upload User Accounts
- User Permissions
- Mass Updates
- Manage Family and Guests
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Preparing for Next School Year
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Store
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- Articles coming soon
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- Creating a Transaction
- Scanning a Student ID
- Student Credit
- Student Credit - Credit Refunds
- Product Buttons
- Returns
- Printing Receipts
- Payment Type
- Modify Transaction - Post Sale
- E-mail Receipts
- ProPay: How to Void a Transaction
- ProPay: How to Process Credit Cards
- Reprint Receipt and Resend Receipt by E-mail
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Changing Payment Type After Transaction has Completed
- Portal Purchased Product Pickup and Reports
- Discount Options
- PAX Credit Card Reader Setup
- Show all articles ( 3 ) Collapse Articles
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- Upload Students (Video)
- Upload Students
- Upload Student Pictures
- Student Type
- Student Spirit Points
- Student Credit
- Upload Student Credit
- Managing Student Credit
- Student Credit - Credit Refunds
- Manage Spirit Points
- Mass Updates
- Discount Options
- Manage Students
- Family and Guest Management
- Manage Family and Guests
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- User Accounts
- Upload User Accounts
- User Permissions
- Taxes
- Paysafe: PCI Compliance
- Cash Drawer (Connected to Thermal Printer)
- Cash Drawer (USB) Windows 10
- Product History (Link on Current Transaction)
- Product Agreement
- Accessing the Student Only Store Portal
- Configure your Portal and Products
- Portal Purchased Product Pickup and Reports
- My Account
- SFTP Automated Student Rosters
- Accessing the Open Store Portal
- ProPay (Heartland) Merchant Account
- School Logo
- PAX Credit Card Reader Setup
- Whitelist URL's
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Voting
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- Adding an Election
- Adding Officer Positions
- Adding Candidates
- Election Preflight
- Removing Candidates
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Duplicate an Election
- Using Video Biographies
- Election Layout Options
- Preview an Election
- Write-in Candidates
- Create a Survey (Video)
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- User Accounts
- User Permissions
- Upload User Accounts
- Configure the Student Login Page
- Require Student E-mail
- Notifications for Unsuccessful Student Login Attempts
- Hobbies and Biography
- My Account
- Require Change Passwords
- SFTP Automated Student Rosters
- Google Single Sign On (SSO)
- School Logo
- Whitelist URL's
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Ticketing
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Interventions
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- Articles coming soon
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- User Accounts
- Upload User Accounts
- User Permissions
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Interventions
- Bell Schedules
- My Account
- SFTP Automated Student Rosters
- School Logo
- Mass Updates
- Whitelist URL's
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Announcements
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Student / Family Portal
Financial
In this article you will learn about the Financial Reports for Transactions and Analysis. To access, click on the Reports button available at the top bar and select the tab for Financial Report. Read below to learn more details.
Transactions
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Under the Financial Reports tab, select the option named Transactions.
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Select the Event Name from the dropdown to view the report for.
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You can view the transactions by Users. By default data is displayed for all users. To locate a particular record, use the Search box. On Site and/or portals sales can also be selected.
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To export or download this report in Excel or PDF format, click on the respective icons. The downloaded file will be saved on your computer for later references.
Analysis
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Under the Financial Reports tab, select the option named Transactions.
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Select the event you want to run the report for..
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You can view the transactions by Users. By default data is displayed for all users. To locate a particular record, use the Search box. On Site and/or portals sales can also be selected.
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To export or download this report in Excel or PDF format, click on the respective icons. The downloaded file will be saved on your computer for later references.
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Paid will display how much was collected for that day and student type. The count will display the total number of tickets sold by ticket type per day. The total of your sales will also be displayed at the bottom of the report.
Under the Financial Reports tab, select the option named Analysis.