Reports
There are many different transaction reports available in ePayTrak.
This page gives you convenient links to those reports.
This chapter covers the following reports available in ePayTrak:
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Finance Reports - Reports that show transactions, tender types, amounts and much more.
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Roster Reports - Many reports for reporting who is attending the product/class.
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Forms Reports - Separate reports for products that utilize Product Templates.
- Product Reports
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Transaction Reports - Includes Order Item Reports, Ticket Door Reports and Transactions by Date and many more.
- Taxes - A report of Sales Taxes that were collected by Sales Tax Rules.
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Student Client Reports - Reports for specific customers, participants and students.
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Student Fee Reports - Many reports for schools that utilize our student fees functionality.
- Ticket Reports - Reports for ticket events.
- Accounting Code List - A list of all accounting codes utilized by your ePayTrak site.
- Department List - A list of all department codes being utilized.
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Missing Accounting Code Report - A very handy report to determine if any of your products don't have an accounting code.
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Navigation Links - Additional hyperlinks to help navigate these help files.
Below are additional reports that are generic in nature and not as detailed as reports listed above.
Sales Reports - Two reports;Daily Sales Reports and Monthly Sales Report
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Sales by Customer Report - A detailed Sales by Customer report.
- Who is online? - A report that shows currently who is logged into ePayTrak.
- Report - Sales by Coupon- A handy coupon usage report.
- Tax Report
- Yearly Sales by Participant Report
- Yearly Sales by Customer Report
- Transactions by Student ID
- Missing Fee Payments Report
- Fees Aging Report
- Fees List Report
- Class Roster Report with Extra Fields
- Orders by Sku Report
- Class Roster Report
- Class Enrollment Report
- Flex Report
- Product by Accounting Code Report
- Merchant Fees Allocation Report
- Activity by Accounting Code by Sku Report
- Deposits by Date by Tender Type
- Activity by Accounting Code by Date
- Deposits by Tender Type by Period Summary
- Activity by Department by Accounting Code
- Transactions by Sku by Tender Type
- Class Inventory Report
- Activity by Date by Tender Type by Accounting Code
- Coupon/Discount Report
- Activity by Accounting Code Report
- Deposits by Date
- Activity by Accounting Code by Tender Type
- Activity by Accounting Code by Date by Tender Type
- Transactions by Sku
- Activity by Department by Tender Type
- Activity by Department
- Refunds by Date
- Credit Balance Report
- Order Item Notes
- Shipping Report
- Transactions by Date - Report
- Transaction Details - Report
- Sku Listing Report
- Popular Products Report
- Popular Categories Report
- Top Products Report
- Low Inventory Report
- Product Sales Breakdown
- Inventory by Sku
- Box Office Report
- Ticket Seat Details
- Ticket Count by Show
- Will Call Report
- Will Call Report
- Ticket Door Report
- Forms Report
- Reports