{"id":129,"date":"2022-01-25T22:07:08","date_gmt":"2022-01-25T22:07:08","guid":{"rendered":"https:\/\/promoters.pitpay.com\/?post_type=faqs&#038;p=129"},"modified":"2022-04-14T18:51:28","modified_gmt":"2022-04-14T18:51:28","slug":"reporting","status":"publish","type":"faqs","link":"https:\/\/promoters.pitpay.com\/?faqs=reporting","title":{"rendered":"Reporting"},"content":{"rendered":"\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/promoters.pitpay.com\/?faqs=share-export-or-print-the-participant-list\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Share, Export or Print the Participant \/Ticket Holder List<\/a><\/li><li><a href=\"https:\/\/promoters.pitpay.com\/?faqs=registrations\">Registration Data<\/a><\/li><li>Payments \/ Transactions<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"payments-transactions\">P<span style=\"font-size: revert; color: initial; font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, Oxygen-Sans, Ubuntu, Cantarell, &quot;Helvetica Neue&quot;, sans-serif;\">ayments \/ Transactions<\/span><\/h2>\n\n\n\n<p>The Transactions tab in the Dashboard menu covers all payments made for your event, and the Transaction Report shows the payout amount.<\/p>\n\n\n\n<p>There are two types of files you can download: a PDF report and a CSV file.<\/p>\n\n\n\n<p>The PDF report contains the Purchaser\u2019s Name; the Purchase Amount; any Discounts and the Promo Codes used; the Refund or Credit Amount if a Refund or Credit was issued; the Participant\/Ticket Holder Names, the passes\/tickets purchased and the prices; the total number of transactions; the total number of participants\/ticket holders; and the total sales for the event.<\/p>\n\n\n\n<p>The PDF report is best used for printing and sharing the Transaction Report and for Event Reporting.<\/p>\n\n\n\n<p>The CSV report contains the Participant or Ticket Holder\u2019s Name; the Purchaser\u2019s Name; the Pass\/Ticket Name and Type; the Promo Codes used; if Refund or Credit was issued; the Pass\/Ticket Price; the Transaction Fee; and if the purchase was made using an International Payment Method.<\/p>\n\n\n\n<p>The CSV report is best used for exporting to a program like Excel to sort data for any required accounting reports.<\/p>\n\n\n\n<p>Remember, the Transaction Report is a LIVE list that is constantly updated when passes \/ tickets are purchased while passes \/ tickets are still on sale.<\/p>\n\n\n\n<p><strong>On a Mobile Device:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>In the Dashboard Menu, you\u2019ll see Transactions. Tap to open the Transactions tab.<\/li><li>Find your event in the list and tap the Event to open the Transactions list.<\/li><li>Scroll down to the bottom of the Participant \/ Ticket Holders List and tap the orange bar labeled \u201cPrint List.\u201d<\/li><li>Apple Devices:<ul><li>If you\u2019re using an Apple device, tap \u201cDownload\u201d on the pop-up screen to download the Transaction Report.<\/li><\/ul><ul><li>Then, tap the blue arrow at the top right of your screen to open the download window.<\/li><\/ul><ul><li>Tap the bar containing the file image to open the PDF Transaction Report.<\/li><\/ul><ul><li>Tap the Share button in the center of the bottom of your screen to easily share the PDF report of the Transaction Report via text or email.<\/li><\/ul><\/li><li>Android Devices:<ul><li>If you\u2019re using an Android device, you\u2019ll see the pop-up screen asking if you want to download the PDF. Tap \u201cDownload\u201d to download the PDF file.<\/li><\/ul><ul><li>Tap the three dots at the top right of your screen to access the menu.<\/li><\/ul><ul><li>Tap \u201cSend file\u201d at the top of your screen to easily share the PDF report of the Transaction Report via text or email.<\/li><\/ul><\/li><\/ul>\n\n\n\n<p><strong>On a Computer:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Just like on your mobile device, you\u2019ll see the Transactions tab in the menu. Click to open the Transactions tab.<\/li><li>Select your Event in the List. &nbsp;<\/li><li>Click \u201cExport List\u201d at the top of your Transactions screen to download a CSV report.<\/li><li>Click \u201cPrint List\u201d at the top of your Transactions screen to download a PDF report that\u2019s easy to print or share.<\/li><\/ul>\n","protected":false},"parent":0,"menu_order":27,"template":"","faq-category":[2],"class_list":["post-129","faqs","type-faqs","status-publish","hentry","faq-category-post-event"],"_links":{"self":[{"href":"https:\/\/promoters.pitpay.com\/index.php?rest_route=\/wp\/v2\/faqs\/129","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/promoters.pitpay.com\/index.php?rest_route=\/wp\/v2\/faqs"}],"about":[{"href":"https:\/\/promoters.pitpay.com\/index.php?rest_route=\/wp\/v2\/types\/faqs"}],"wp:attachment":[{"href":"https:\/\/promoters.pitpay.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=129"}],"wp:term":[{"taxonomy":"faq-category","embeddable":true,"href":"https:\/\/promoters.pitpay.com\/index.php?rest_route=%2Fwp%2Fv2%2Ffaq-category&post=129"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}