Video Walkthrough
Summary
With Curate’s reporting features, you can track and analyze your earnings, so you always know which events were most profitable and which products were most popular!
All reports within Curate can also be exported as a CSV file 📊
Also, on some screens, reports will scroll sideways to accommodate all of the information
Hide Columns
You may choose to hide specific columns by toggling off the ones that you don't plan to use by clicking into the Hide Columns Dropdown. The options will be based on what's available within the report that you currently have generated.
Filters
The reports page also uses the same filtering system that the rest of the Curate Application has in place. To use one or more filters on the reports page, click the filter icon on the top right side and select the items you would like to filter. Click the Apply button at the bottom of the drop down.
Next click the Generate button so the system will refresh the report based on the filters you have selected.
To learn more about filters, please visit our filters page.
Events
Running a report for Events will showcase an in-depth review of your events.
You can run the report for a specific time period and the report includes:
Event ID
Event Name
Event Status
Created Date
Start Date
Event Owner
Subtotal
Taxes
Total price
Recipe Costs
EST. Profit
Tags
Accounts Receivable
This report will allow you to focus on your bookkeeping side of events with details for taxes, payments made and balance due.
You can run the report for a specific time period and the report includes:
Event ID
Event Name
Status
Start Date
Event Owner
Subtotal
Taxes
Total Price
Payments Made
Balance Due
Tags
Line Items
Running a report for line items will showcase which line items are the most popular across your various events.
You can run the report for a specific time period and the report includes:
Event ID
Event Name
Event Start Date
Name (Line Item's Name)
Category Name
Quantity
Price
Subtotal
Recipe Costs
Assigned Cost
Tax Name
Payments Made
Running a report for Payments Made will showcase a breakdown of the payments that have been marked as received with your various events.
You can run the report for a specific time period and the report includes:
Paid Date
Type
Amount
Event ID
Event Name
Event Start Date
Payment Method
Notes - these will be the notes from the Payment history section
Products
Running a report for Products will showcase which catalog products are the most popular across your various events
You can run the report for a specific time period and the report includes:
Product Name
Events Using
Units Sold
Total Revenue - This will also display a Sum amount at the bottom
Tags
Payments Due
Running a report for Payments Due will showcase a breakdown of the upcoming payments that are owed with your various events
You can run the report for a specific time period and the report includes:
Due Date
Amount Due - This will also display a Sum amount at the bottom
Event ID
Event Name
Event Start Date
Status
Taxes
Running a report for Taxes will showcase a breakdown of the tax rates you have applied within your events
You can run the report for a specific time period and the report includes:
Name - Name of the Tax bracket
Rate - Tax rate percentage
Taxable - Tax able amount from event proposal
Taxes - Taxes owed based on taxable amount