Reports - Summarise This

Modified on Mon, 8 Apr at 11:09 AM

Reports - Summarise This

Our Reports section gives you the ability to view everything from Item Charges, to Auction Results, to Introductory Commission. It also enables you to create a CSV or PDF of your chosen Report.

MAIN NAVIGATION > Reports

Reports Section Menu

How-To Report Configuring

Each of the many Reports, requires you to do a little configuring. But don't worry, it is not as bad as it sounds. In general all we are talking about is you choosing which Auction or which Client, or which Dates. With a few other possible choices, depending on which Report you are running.

But in all cases it is just a matter of a drop down box here or a tick box there, or maybe a start typing a name in this. You will also find a Reset & Reload button on every Reports page, Reload for you to create the Report you have configured, Reset to do exactly that, remove your previous choices ready for new ones.

Report Configuration

Report Types

Report Type	Explanation
Item Charge	This report shows an overview of a particular Item Charge. It lists all the sold Lots with this charge applied to its Item. For each Lot it shows the achieved hammer price and the final amount collected from this charge. One or multiple auctions can be specified in the configuration to only show Lots from these auctions. When no auction is selected all Lots will be take into an account for the report.
Invoice Payment Summary	This report shows a summary of the obligations of the buyers to the auction house. It aggregates totals from all invoices in a given auction. It also provides a breakdown of the different invoice level charges (such as shipping) and a breakdown of how much money was received through the different payment methods.
Settlements Summary	This report shows a summary of the auction houses obligations to the vendors. It aggregates totals from all settlements in a given auction. It shows how many of them have already been paid out and how much there is left to be payed out.
Auction Results	This report shows an overview of a particular auction. It allows to see what items were sold and their achieved hammer price.
Vendor Results	This report shows an overview of all lots from a particular vendor. One or multiple auctions can be specified in the configuration to only show Lots from these auctions. When no auction is selected all Lots will be taken into an account for the report.
Debtors	This report lists all invoice which have not yet been marked as fully paid. The report will only show unpaid invoice with a due date that falls into the specified date range. The report also shows the Top Debtor (a client with the highest outstanding debt in the specified date range), Oldest Debt (based on an unpaid invoice with the oldest due date), and a number of all unpaid invoices with a due date in the specified date range. Please make sure to fill in at least one of the dates.
Payments	This report provides a detailed list of all payment recorded against an invoice or a settlement. Only payments on invoices or settlements associated with the selected auction(s) will be taken into account.
Introducers Overview	This report shows IC Settlements for a specific auction with the Cashiers section. At least one auction or one introducer must be specified. When no auction is selected all IC Settlements for the selected introducer(s) will be found. When no introducer is selected all IC Settlements for the selected auction(s) will be found.
Introducer Summary	A detailed list of all lots an introducer will receive IC on in an auction(s)/time interval. At least one auction or one introducer must be specified. When no auction is selected all IC Settlements for the selected introducer will be found. When no introducer is selected all IC Settlements for the selected auction(s) will be found.
Introducer's IC Breakdown	This report aggregates all the Introductory Commission for a specific introducer across one ore more auctions. Please select an introducer and define which auctions should be taken into account either by listing them in the Auctions field or by defining a date range. If both the date range and specific auctions are selected only the selected auctions are taken into account.

More How-To Guides

Cashiers - Show Me The Money

Needing to Manage Buyers, Send Invoices, Send Settlements, Print Collection Receipts? Snoofa comes with a Cashiers section, giving you the ability to do all that and more.

See more here: Cashiers - Show Me The Money