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You may have special rules on which types of sales channels are counted or not, or have different fees for online sales (including external resellers) and on-site sales (box-office, back-office), so you will have to group your report accordingly.
Creating your report
Start with a "Product Revenue" type of report, and modify it to display as columns:
- Sold T: Total number of sold tickets (do not use "Net sold T", because the items count the sold ticket even if they are later cancelled)
- Sold P: Number of paid sold tickets (if you need to separate complimentary from paid tickets)
- Sold C: Number of complimentary sold tickets (if you need to separate complimentary from paid tickets)
- Nb of part. - Net sold C / P / T: Net number of complimentary / paid / total participants in group visit (see the section below about participants if you use group visits)
You can use grouping criterions to get a breakdown of these numbers by whatever makes sense for your invoicing, like "Sales channel", "Product Family", ... For example, use "Net unit price" as a grouping criterion if you need to breakdown by price.
Then, filter based on your invoicing conditions:
- Put a filter on order date for the time period of the invoice.
- Do not filter on season, but ensure the filter is on "All", as you never know if an old product could have been sold.
- Filter on product family. Specifically, exclude packages and seasons tickets (as they are not invoiced, but their content is).
- Filter on Origin. sales channel to take into account the sales channel where the file has been created.
- Ensure that
- Include receipts of product from other organisations = yes
- Advantage = Both sales done inside and outside an advantage
- Composed product = Display both sales done inside or outside a composed product (to be sure to include the content of packages and season tickets)
- Include receipts from other organisations = no
About participants of group visits
SECUTIX invoices participants of group visit tickets, including as usual the ones of tickets that have been cancelled. In the report above, you can get the number of participants for sold group visits, but not for the ones that have been cancelled. Because of this, you may see a bigger number of items invoiced than what you find in this report, depending on how many cancellations of group tickets have happened in the period.