Overview
Your financial report provides a comprehensive view of all your event transactions. You can search for specific entries or view them all in a convenient table format.
Key Features
Table format: Sort and search transactions based on date, entrant name, description, or payment method.
Detailed view: Click the plus sign next to a transaction to see more information, including dog details, affected levels or stakes, and payment method.
Summary: The footer provides a summary of total transactions, amounts, and other relevant data.
Customization: View transactions in abbreviated or detailed format. Open all transactions at once for a full view.
Using the Financial Report
Access the report: Navigate to Report -> Financial Report.
Search and filter: Use the search fields in each column to find specific transactions by date, entrant name, description, or payment method.
Sort columns: Click the up or down arrows next to column headers to sort transactions in ascending or descending order.
View details: Click the plus sign next to a transaction to see more information. To expand all transactions, click the plus sign in the top left corner of the table next to "When".
Column Descriptions
When: Date and time of the transaction.
Who: Name of the entrant.
What: Brief description of the transaction.
Payment: Payment method.
Additional Information
When viewing transaction details, you'll see information such as:
Dog name and breed
Affected level or stake
Payment method
Understanding Event Payment Issues
The event payment issues section lists entrants who have not yet paid their balance with a credit card. This includes entrants/registrants who you have entered on behalf of or people you allowed into your event from the waiting list. You would have agreed to collect a check for both types of transactions.
Financial Summary
The financial summary section displays:
Total amount collected by PerfDog for your event
Funds already received by your club
Transaction List
The table below the financial summary contains the details of every transaction in your event.