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Generate a Pickleball Sales Summary Report

Module 7 (8/11)

Ashley Owens avatar
Written by Ashley Owens
Updated over 5 months ago

INTRODUCTION

  • Feature Summary: Create and download a sales summary report.

  • Use Cases: System users can track business activities by sorting all revenue for a period into fee types or revenue categories.

Module 7 is an eleven-part quick-start guide highlighting the key steps admins should complete when using financial reporting. This article is Part 8.

  1. Part 1: Set Reservation Costs

  2. Part 2: Set Custom Reservation Costs

  3. Part 3: Set Pickleball Event Prices

  4. Part 4: Set League Session Prices

  5. Part 5: Manage a Customer Account

  6. Part 6: Process a Pickleball Payment on the Scheduler

  7. Part 7: Generate Pickleball Transaction List Reports

  8. Part 8: Generate a Pickleball Sales Summary Report

  9. Part 9: Generate a Pickleball Payment Summary Report

  10. Part 10: Generate an Aged Fees Report

  11. Part 11: Generate a Pickleball EOD Report


SETUP REQUIREMENTS

Go to the side menu and click TRANSACTIONS > SALES SUMMARY. On the report, there will be an option to use a Preset Filter. Preset Filters will be available for the following options:

  • Cash Basis (End of Month)

  • Individual Instructor Revenue (Last Week)

  • Revenue Generated (Last Month)

  • Membership Revenue Generated (Last Month)

These filters can be used as is, or as a reference point to get reporting on specific revenue. If a Preset Filter is not needed, admins can begin manually setting the report filters.

Enable any combination of filters to narrow the focus of a report, including Fee Status and Output Type (see below). To download a report, click the Export to Excel button. CourtReserve saves the table data in an .xlsx file.

Fee status

Organizations can use this filter to reconcile figures provided by the payment processor. Club managers could, for instance, set the Fee Status to Paid, the Payment Types field to Credit Card and eCheck, and select Last Month as the payment period. Click Run Report and see if these figures match up with the payment processor's report.

Output Type

Click the field and select a report option. Use the checkboxes (e.g. Show Taxes) to refine the data in the report.

  • A Summary report includes sales totals, minimal columns, and category folders that expand and close. This is the best option if the system user wants to generate a standard report.

  • A Detail report includes the most amount of information.

  • A Sales Tax report shows the different tax rates and total tax collected during the period.

  • A Revenue by Payment Type report details revenue based on revenue categories, and is broken-down by each payment type used in an organization.

  • A Fee Category report displays a breakdown of revenue by various general categories.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 7's video that covers the information in this article.

Watch the entire Module 7 video to learn about financials. Watch this video to learn more about the sale summary report.


What's next?

  1. Read Module 7, Part 1: Set Reservation Costs

  2. Read Module 7, Part 2: Set Custom Reservation Costs

  3. Read Module 7, Part 3: Set Pickleball Event Prices

  4. Read Module 7, Part 4: Set League Session Prices

  5. Read Module 7, Part 5: Manage a Customer Account

  6. Read Module 7, Part 6: Process a Pickleball Payment on the Scheduler

  7. Read Module 7, Part 7: Generate Pickleball Transaction List Reports

  8. Read Module 7, Part 9: Generate a Pickleball Payment Summary Report

  9. Read Module 7, Part 10: Generate an Aged Fees Report

  10. Read Module 7, Part 11: Generate a Pickleball EOD Report

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