Reports - Purchases

The Purchases Report is the dashboard for viewing orders, commonly referred to as transactions and/or receipts. You can search, filter, cancel, save and print receipts and tickets, print the entire report and export various formats of this report. By default, this report will show you the last one month of sales, and if there are more than 50 orders, the report will paginate (i.e. Page 1 of 3)

Spark Location: Commerce > Reports > Purchases Report

Purchases Report Overview

1. Category/Subcategory/Product selector
2. Needs Printing/Out of of Balance checkboxes
3. Actions/Filters dropdowns
4. Date/time range picker
5. Use the search bar to find a specific order using:
   1. Order/Invoice #
   2. Customer email
   3. First or last name
   4. Last 4 digits of credit card
   5. Phone number
   6. Ticket details
   7. Transaction ID
   8. Transaction authorization code
   9. Or select All to search across all fields
6. Export options
7. Order data
8. Order dropdown options
   1. View
   2. Receipt (View, Print, Email)
   3. Tickets (Print, Usage, SMS/Text)
   4. Cancel (if user has permission)
   5. Fraud Protection - Visible for online orders only, offers adding the order to the Allowlist/Denylist

Filtering the Report

There are many ways to filter the purchases report to get just the data you are looking for.

Category/Subcategory/Product selector

This option allows you to select a single category, subcategory, or product to view.

Needs Printing/Out of of Balance checkboxes

Use the Needs Printing checkbox to identify tickets that haven’t been emailed or printed for mailing yet. Out of Balance helps you spot transactions with payment discrepancies.

Actions/Filters dropdowns

Actions - Batch print receipts or mailing labels for the selected orders.

Active - filter by Active, Cancelled, Revised, or All orders.

Filters - Filter by:

• Channel - Online, Box Office, kiosk, hold conversion, etc
• Payment - Card, cash, check, vet tix, etc
• Delivery - Choose from your custom delivery methods.
• Availability - On purchase, on date, no available delivery
• Seller - Choose from your list of seller users or select Website User for online orders.
• Location - Choose from your list of locations
• Type - Order, Invoice (current, past due, not sent)
• Ticket Details - Enabled, missing required details
• Other - Has record only credit, has transferred tickets.

Search Bar

The dropdown by the search bar can be used to search by:

• Order/Invoice #
• Customer email
• First or last name
• Last 4 digits of credit card
• Phone number
• Ticket details
• Transaction ID
• Transaction authorization code
• Or select All to search across all fields

Print/Export Options

Below the search bar are links to export data for the selected date range.

Print - Opens a print preview of the current sales report results

Export Marketing - Downloads an Excel file containing commonly used marketing data such date/time, order ID, status, customer name, email address, delivery address, whether the customer opted into marketing emails, and more.

Export Fees - Downloads an Excel file containing fee data such as order ID, fee type, name, product info, fee amount, etc.

Export Transactions - Downloads an Excel file containing minimal transaction data such as order ID, amount, type, payment method, authorization code, card last 4, cardholder type, gateway info, etc.

Export Detail - Downloads an Excel file containing detailed transaction data. This is our most detailed view of a purchase and your most rich source of customer information. Contains112 columns of information such as discount codes used, whether add-on purchases were made, detailed invoice data, price breakdowns, delivery data, and much more.

The export detail report also contains a row for each product purchased in a transaction, allowing detailed product info to be reported on such as scannable ticket code, reserved seat details, product and price type details, and more.

Working with Orders/Invoices

Hover over an Order ID# to take action on it. The available actions will depend on the order type and details and the permissions the user has enabled.

1. View - opens the order in the order viewer.
2. Edit - opens the order in the order management tool.
3. Receipt
   1. View will give you a popup window to view the receipt in, from there you can still Print, Save or Email SaffireTix Tickets.
   2. Print opens a print preview window for you to print the page.
   3. Email opens a popup window allow the receipt to be emailed to the customer.
4. Tickets
   1. Print (only available for SaffireTix products) will open a new tab to the tickets where you can quickly save or print in your browser.
   2. Usage will allow you to see any redemptions of tickets.
   3. SMS/Text - opens a popup window to allow the tickets to be sent to the customer via text message.
   4. Notes - SaffireTix orders placed in the box office may also include a Notes field.
5. Cancel - Opens the order in the order management tool.
   1. Depending on how long ago a purchase was made, your Virtual Merchant provider (maybe PayPal Pro, Authorize.net, etc.) will either say the order has been "refunded" or the purchase was pending but "not fulfilled." 
   2. Some orders placed over 90 days ago may not be available for refund with Spark. You will need to login to your payment processor to complete a refund there. 
6. Pay (invoices only) - Opens a payment window that allows you to pay the invoice via card or check.
7. Change due date (invoices only) - Opens a popup window that allows you to update the due date.
8. Send invoice reminder (invoices only) - Sends an email to the customer with a link to pay their invoice online. See more invoice info
9. Fraud Protection - Visible for online orders only, offers adding the order to the Allowlist/Denylist