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

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 concerned by the event.
3. Click on Accounting in the left sidebar.
4. Click on Sales Report:
   

Filtering and views for efficiency

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

• By making good use of filters and saved views, you will no longer need to define search parameters for each of your consultations.
• The filters can be modified freely during each consultation, and if you wish to remember the new filters, simply 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 the overall figures by events or by sales channel without the details of each zone or pricing category. The second part displays the sales of global 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 pricing category: The display by pricing category allows you to have the figures grouped by prices. It is thus possible to retrieve figures for the desired categories for all events combined. It is thus used to identify, for example, the share of visitors who purchased full-price tickets, reduced-price tickets, or who went through subscriptions.
  
  

Add and modify filters

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

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

Strict inclusion and exclusion allow you to display only the items that are fully affected by the filter.

In the example below, only orders paid 100% by credit card will appear. Therefore, any order that has been partially paid by credit card and another payment method will not appear 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 display the menu.

Sales report views

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

• Global view: has only one default filter, and thus allows you to see the global sales of the current month.
• Infomaniak Settlement: Displays only 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 will be able to name this new view:

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

View sales report details

In detailed mode or by pricing category, you can find the details of each event, order, or price.

For example, you can see a quick breakdown of each line by hovering your pointer over the Amount of sales:

 

You can also 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 item concerned: