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

Access 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 to gain efficiency

The sales report offers a filter and saved views system allowing you to quickly record and retrieve the desired figures:

• By effectively using filters and saved views, you will no longer need to set the search parameters each time you consult the report.
• The filters can be freely modified during each consultation, and if you wish to remember the new filters, you simply need to either Save the filters or create a new view:
  

The different types of displays

It is possible to display the figures in several ways:

• Summary: Displays overall figures by events or by sales channel without the details of each area or ticket category. The second part displays the sales of the overall tickets
• Detailed: Allows you to display details by date, zone, and price. This is the display mode that allows you to see all the necessary accounting information.
• By ticket price category: This display groups figures by ticket prices. This makes it possible to extract figures for the desired categories for all events combined. It is thus used to identify, for example, the proportion of visitors who bought full-price tickets, reduced-price tickets, or who used subscriptions.
  
  

Add and modify filters

It is possible to add as many filters as necessary to refine the sales report results. To do this:

1. Click on the blue Add a filter button.
2. Select the desired filter type and choose the elements to include or exclude.

Strict inclusion and exclusion allow only the elements that are fully concerned by the filter to be displayed.

In the example below, only orders paid 100% by credit card will appear. Therefore, any order partially paid by credit card and another payment method will not be on the list:

When applicable, it is possible to select all items 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 make the menu appear.

The views of the sales report

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

• Global view: has only one default filter, allowing you to see the total sales for the current month.
• Infomaniak Settlement: Only displays 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 a name to this new view:

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

View the sales report details

In detailed mode or by pricing category, it is possible to find the details of each event, order, or price.

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

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It is also possible to view the exhaustive list of orders related to an event, a performance or even a price by clicking on the action menu ⋮ located to the right of the relevant item: