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Export Summary Report - what information it contains
Export Summary Report - what information it contains
Jude Taylor avatar
Written by Jude Taylor
Updated over a week ago

The Export Summary Report gives you a huge amount of information regarding your event. For details of how to access and download see below:

The report downloads into an Excel format, so you can chop and change the information and columns to suit your needs. There are several tabs and these are explained below:

1. Summary

This tab gives a complete overview of the Financials of the event. It shows the income per Item, along with any refunds and shows a breakdown of how the payments were taken and refunded.

It also shows any expenses, such as Stripe fees and Prize Money allocated (if applicable).

2. Summary details

On here you can see the details of each Item, showing who has entered, along with any other mandatory information you asked for, such as Membership numbers, Contact details, any Notes to Secretary, etc. You will also see details of who has booked Services, such as stabling and Hook up.

3. HM Transactions

This tab pulls together all the transactions and allows you to filter according to type.

4. Prize Money

If you have detailed Prize Money awarded when inputting results then the amounts will appear here.

5. Client BACS details

If Prize Money has been recorded and the individual account holders have uploaded BACS details to their accounts, then the details will appear here.

6. Payment authorisations (Premium & Professional only)

This will show details of any bookings that still need to be settled and the booking closed.

NOTE - some functionality is only available on the Premium & Professional packages. If you would like to know more about any of the specific functionality please get in touch with us via the Online Chat or email to hello@horsemonkey.com

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