The Portal includes comprehensive reporting functionality that users can access to analyze important sales/listing/event information. To access these reports, simply click on the "Reports" drop-down located in the header bar:
Accounts Receivable: This report returns all pending sales due from Stage Front by invoice (that have yet to be paid). This report does NOT include external invoices. User can search by desired "Sale Date From" - "Sale Date To" OR by "Event Date From" - "Event Date To". (Printer/PDF/HTML/TIFF/WORD export friendly)
Accounts Receivable Raw: This report returns all data from the regular "Accounts Receivable" report but is arranged in table form allowing the user to copy or export into an excel/CSV file with ease.
Dropship: This report returns all hard-stock inventory that has been sold but is NOT in hand at Stage Front. Users can use this data to determine what they can ship themselves.
Inventory Not In Hand: This report returns all inventory that is currently not in hand based on the number of days until the event. (Printer/PDF/HTML/TIFF/WORD export friendly)
Listing Research: This report returns all repricing history for a given listing or invoice based on listing ID or Invoiced ID. (Printer/PDF/HTML/TIFF/WORD export friendly)
Open Inventory by Headliner: This report returns all open inventory grouped alphabetically by headliner. (Printer/PDF/HTML/TIFF/WORD export friendly)
Open Inventory Raw: This report returns all open inventory based on "As Of Date". (Arranged in table form allowing the user to copy or export into an excel/CSV file with ease)
Payment Remittance: This report returns an itemized list of invoices based on "Payment ID". Note: "Payment ID" is included in the received payment emails and on the Sales -> Payments screen. (Printer/PDF/HTML/TIFF/WORD export friendly)
Pricing Summary By User: This report returns an itemized list of the number of listings (and the number of times they were repriced) by a designated user. (Printer/PDF/HTML/TIFF/WORD export friendly)
Sales By Headliner: This report returns a list of sales categorized by headliner. User can search by desired "Sale Date From" - "Sale Date To" OR by "Event Date From" - "Event Date To". (Printer/PDF/HTML/TIFF/WORD export friendly)
Sales By PO: This report returns a list of sales categorized by PO. User can search by desired "Min Sale Date" - "Max Sale Date" OR by "Tag". (Printer/PDF/HTML/TIFF/WORD export friendly)
Seating Profit: This report returns summary information (sold price, cost, profit, profit %) for each unique location. Typically used for season events. (Printer/PDF/HTML/TIFF/WORD export friendly)
ENTERING REPORT SEARCH CRITERIA
- Entering report search criteria and searching for a specific report is very simple. In the toolbar depicted above, the user can search for multiple properties. Note: Any fields that are NOT used in the search query must be marked as "Null" by checking the associate box to the right.
- Clicking on the calendar icon next to a date field opens a visual calendar where you are able to select dates.
- Clicking on "View Report" starts the search for the desired report
UTILIZING REPORT FUNCTIONS AND NAVIGATION
Navigating any desired report is extremely simple using the toolbar located at the top of the page:
- Page Navigation: Click on the "First Page", "Previous Page", "Next Page", "Last Page" navigation buttons to perform the associated action. Additionally, users can manually type in a desired page number (into the associated text input field) and press ENTER to navigate to said report page.
- Go Back to Parent Report: Click on this arrow button to return to the parent report.
- Text Search: Use this text input to search the entire report (all pages) for desired text or key terms. Clicking on the "Next" button locates the next instance of the defined term (if available).
- Export: Click on this drop down to view a list of available export file formats and export the report:
- XML file with report data - (Extensible Markup Language)
- SCV (comma delimited) - Vector image format that can be scaled to any size without losing quality
- PDF - (Portable Document Format) - Opened and edited with Adobe Acrobat
- MHTML (web archive) -
- Excel - Spreadsheet opened with Microsoft Excel
- TIFF file - (Tagged Image File Format) - High quality image file
- Word - Standard word document
5. Refresh: Refreshes the current report with the filter data that is currently populated in the associated fields.
FREQUENTLY ASKED QUESTIONS
Q) My "View Report" button disappeared! How do I re-search reports?
A) Occasionally, returned reports will stretch past the length of your screen. As this button is docked to the right of the tool bar, you will have to scroll all the way to the right to see it if this occurs.
Q) I am attempting to search my report using "CTRL + F" but none of my known search terms are found. Why not?
A) As reports can contain multiple pages, we suggest you use the "Text Search" functionality that is build into the report toolbar as searching with a "CTRL + F" will only return results on the first page.
Q) How does the Seating Profit report search criteria work and how do I use it?
A) This process is simple: Start by choosing a "Category" via the drop-down box. Next, define an "Event Date To" and an "Event Date From". After this, the "Event Headliner" drop-down will enable and you will be able to choose a headliner. Doing this will enable the "Event" dropdown where you will be able to choose a specific event (if one is available based on the entered criteria).
Q) I am receiving an error page when attempting to export my report. Why?
A) If a report is left for too long un-attended, the server times out and you will receive the following error page:
To avoid this, do not leave your report sitting for extended periods of time and attempt to run functions on it after the fact.