Transaction History Reports

Transaction History reports are used to review transactions associated with a patron, event, employee, price code, or sales promotion. These reports display details about transactions. These include the date the transaction was created or updated, journal numbers, transaction descriptions, and a Theatre Manager code representing the type of transaction. Transaction History reports can be useful when trying to discover an error that may have occurred during the day or provide a picture of where funds went.

Transaction History - By Employee (Totals Only)

The Transaction History - By Employee (Totals Only) report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a summary of transactions that occurred in conjunction with an order by employee.

Departments Who Benefit From This Report

Box Office Use this report to review a summary of transactions by an employee for an order.

Criteria Hints

It is recommended that this report be run with a date or date range as the criteria.

Parameter Field Condition Value
G/L Header Date - Posted between (Date) and (Date)
Order Changed By is one of (Employee)

Use the SHIFT key to select a series of employees, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual employees.

Transaction History - By Employee

The Transaction History - By Employee report can be found under the Transaction History Reports category. This report has additional criteria options. Click here for more information about the Parameters tab. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of transactions that occurred in conjunction with an order by employee.

Departments Who Benefit From This Report

Box Office Use this report to review transactions by an employee for an order.

Criteria Hints

It is recommended that this report be run with a date or date range as the criteria.

Parameter Field Condition Value
G/L Header Date - Posted between (Date) and (Date)
Order Changed By is one of (Employee)

Use the SHIFT key to select a series of employees, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual employees.

Transaction History - By G/L Journal # (Totals Only)

The Transaction History - By G/L Journal # (Totals Only) report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a summary of transactions that occurred in conjunction with the General Ledger.

Departments Who Benefit From This Report

Box Office Use this report to review a summary of transactions that occurred that affected the General Ledger.
Accounting Use this report to review a summary of transactions that occurred that affected the General Ledger.

Criteria Hints

It is recommended that this report be run with an account or range of accounts as the criteria.

Parameter Field Condition Value
Account # is one of (Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

Transaction History - By G/L Journal #

The Transaction History - By G/L Journal # report can be found under the Transaction History Reports category. This report has additional criteria options. Click here for more information about the Parameters tab. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of transactions that occurred in conjunction with the General Ledger.

Departments Who Benefit From This Report

Box Office Use this report to review transactions that occurred that affected the General Ledger.
Accounting Use this report to review transactions that occurred that affected the General Ledger.

Criteria Hints

It is recommended that this report be run with an account or range of accounts as the criteria.

Parameter Field Condition Value
Account # is one of (Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

Transaction History - By Order (Totals Only)

The Transaction History - By Patron (Totals Only) report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of transactions that occurred by order.

Departments Who Benefit From This Report

Accounting Use this report to review transactions that occurred by order to track where sales, refunds, exchanges and transfers occur within an order

Transaction History - By Order

The Transaction History - By Order report can be found under the Transaction History Reports category. This report has additional criteria options. Click here for more information about the Parameters tab. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of transactions that occurred by order.

Departments Who Benefit From This Report

Accounting Use this report to review transactions that occurred by order to track where sales, refunds, exchanges and transfers occur within an order

Transaction History - By Patron (Totals Only)

The Transaction History - By Patron (Totals Only) report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a summary of transactions that occurred by patron.

Departments Who Benefit From This Report

Box Office Use this report to review a summary of transactions that occurred by patron.

Criteria Hints

It is recommended that this report be run with a patron or range of patrons as the criteria.

Parameter Field Condition Value
Patron Name - Last between (Last Name) and (Last Name)

Transaction History - By Patron

The Transaction History - By Patron report can be found under the Transaction History Reports category. This report has additional criteria options. Click here for more information about the Parameters tab. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of transactions that occurred by patron.

Departments Who Benefit From This Report

Box Office Use this report to review transactions that occurred by patron.

Criteria Hints

It is recommended that this report be run with a patron or range of patrons as the criteria.

Parameter Field Condition Value
Patron Name - Last between (Last Name) and (Last Name)

Transaction History - By Play (Totals Only)

The Transaction History - By Event (Totals Only) report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a summary of transactions that occurred in conjunction with an order for an event.

Departments Who Benefit From This Report

Box Office Use this report to review a summary of transactions for an order by an event.

Criteria Hints

It is recommended that this report be run with an event or range of events as the criteria.

Parameter Field Condition Value
Event # is one of (Event)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

Transaction History - By Play

The Transaction History - By Event report can be found under the Transaction History Reports category. This report has additional criteria options. Click here for more information about the Parameters tab. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

The criteria selections for this report contain additional options. Click here for more information on the Insert Summary tab. Below the image are detailed notes to help you in using the report.

Purpose of the Report

This report generates a listing of transactions that occurred in conjunction with an order for an event.

Departments Who Benefit From This Report

Box Office Use this report to review transactions for an order by an event.

Criteria Hints

It is recommended that this report be run with an event or range of events as the criteria.

Parameter Field Condition Value
Event # is one of (Event)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

Transaction History - By Play, By Price Code (Totals Only)

The Transaction History - By Play, By Price Code (Totals Only) report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a summary of transactions that occurred in conjunction with an order for an event by price code.

Departments Who Benefit From This Report

Box Office Use this report to review a summary of transactions for an order by an event and price code.

Criteria Hints

It is recommended that this report be run with an event or range of events as the criteria.

Parameter Field Condition Value
Event # is one of (Event)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

Transaction History - By Play, By Price Code

The Transaction History - By Play, By Price Code report can be found under the Transaction History Reports category. This report has additional criteria options. Click here for more information about the Parameters tab. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of transactions that occurred in conjunction with an order for an event by price code.

Departments Who Benefit From This Report

Box Office Use this report to review transactions for an order by an event and price code.

Criteria Hints

It is recommended that this report be run with an event or range of events as the criteria.

Parameter Field Condition Value
Event # is one of (Event)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

Transaction History - By Sales Promotion Group (Totals Only)

The Transaction History - By Sales Promotion Group (Totals Only) report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a summary of transactions that occurred by sales promotion groupings.

Departments Who Benefit From This Report

Box Office Use this report to review a summary of transactions that occurred by sales promotion groupings.

Criteria Hints

It is recommended that this report be run with an account or range of accounts as the criteria.

Parameter Field Condition Value
Account # is one of (Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

Transaction History - By Sales Promotion Group

The Transaction History - By Sales Promotion Group report can be found under the Transaction History Reports category. This report has additional criteria options. Click here for more information about the Parameters tab. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of transactions that occurred by sales promotion groupings.

Departments Who Benefit From This Report

Box Office Use this report to review transactions that occurred by sales promotion groupings.

Criteria Hints

It is recommended that this report be run with an account or range of accounts as the criteria.

Parameter Field Condition Value
Account # is one of (Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

Transaction History - By Series, By Promotion (Totals Only)

The Transaction History - By Series, By Promotion (Totals Only) report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a summary of transactions that occurred by series and promotion

Departments Who Benefit From This Report

Box Office Use this report to review a summary of transactions that occurred by series and promotion.

Criteria Hints

It is recommended that this report be run with an event or range of events as the criteria.

Parameter Field Condition Value
Event # is one of (Event)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

Transaction History - By Series, By Promotion

The Transaction History - By Series, By Promotion report can be found under the Transaction History Reports category. This report has additional criteria options. Click here for more information about the Parameters tab. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of transactions that occurred by series and promotion

Departments Who Benefit From This Report

Box Office Use this report to review transactions that occurred by series and promotion.

Criteria Hints

It is recommended that this report be run with an event or range of events as the criteria.

Parameter Field Condition Value
Event # is one of (Event)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

Transaction History List (Totals Only)

The Transaction History List (Totals Only) report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a summary of transactions that occurred during an order.

Departments Who Benefit From This Report

Box Office Use this report to review a summary of transactions that took place during an order.

Criteria Hints

It is recommended that this report be run with a date or date range as the criteria.

Parameter Field Condition Value
G/L Header Date - Posted between (Date) and (Date)

Transaction History List

The Transaction History List report can be found under the Transaction History Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of transactions that occurred during an order.

Departments Who Benefit From This Report

Box Office Use this report to review transactions that took place during an order.

Criteria Hints

It is recommended that this report be run with a date or date range as the criteria.

Parameter Field Condition Value
G/L Header Date - Posted between (Date) and (Date)

Transaction Revenues

TheTransaction Revenues report can be found under the Transaction History Reports category.

Use Transaction Revenues to print ticket sales revenue from the transactions. This should match inventory if no transactions are deleted. Use this to analyse the revenues for a sales posting.

The criteria selections for this report contain additional options.

Click here for more information on the Insert Summary tab. Below the image are detailed notes to help you in using the report.

Purpose of the Report

Use this to analyse the revenues for sales.

Departments Who Benefit From This Report

Accounting Use this report to review Fee, Taxes and Discount for an event by type of ticket sold.

Criteria Hints

It is recommended that this report be run using criteria for:

  • an event or range of events -or-
  • for a specific date/timestamp range to check allocation of revenue -or-
  • for specific GL codes and/or date posted if you want to see the transactions that make up some end of day entries
  • Parameter Field Condition Value
    Event # is one of (Event)