Reports: Finance

To find the Finance reports, do the following:

1. Go to Reports > Launch Reports.
2. Click the Finance drop-down.
3. Select from the following reports.

Completed Transactions Report

Provides a list of all completed transactions, including products purchased, billing and shipping address of the purchaser, associated user groups, and coupon usage and pricing information. Filter on Session Start Date range, Purchase Date range, Activity, and Payment Method. Activities with the Shippable checkbox filled in (found by going to Activities and Learning > Learning Activities, selecting the activity to edit it, then going to Catalog Options > eCommerce and Pricing) appear in this report.

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Note

Currently, only Super Administrators can access this report.

Sales

Provides sales information of transactions processed through the eCommerce module for all types of activities. Filter on the Group, Username, Purchase Date range, and Active Users (Yes/No).

This report includes Enrolee External ID and Purchaser External ID columns to help uniquely identify the individuals associated with each transaction and support integration with external systems.

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Note

This report can only be used if you are using the TopClass shopping cart functionality.

Sales Analysis

Provides a two pie charts and sub reports showing sales information: number of transactions, sales revenue, top ten sold Items, top ten Items by revenue. Filter using the Sale Date range.

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Note

This report can only be used if you are using the TopClass shopping cart functionality.

Shipping Purchased Items

Provides a list of purchased items that must be physically shipped to customers, including transaction ID, product code, product title, purchased date, item quantity, user information, and shipping address information. Filter using the Activity and Purchase Date range.