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Finance / Reports track

15 lessons, in order. Each one links to the help topic it teaches, a task to try on your own venue, and a three-question checkpoint.

  1. 1.
    The venue hub — navigation and quick links

    Venue admins can orient themselves in the venue hub and navigate to any major section.

  2. 2.
    The reports hub — what's available and who can see what

    Finance staff can navigate the reports available to them and understand role gates on exports.

  3. 3.
    Venue profile and settings

    Venue admins can update their venue's public profile, configure branding, set up seasons, and configure exchange/transfer policies.

  4. 4.
    Performance summary — capacity, sold, comp, and revenue

    Finance staff can see paid vs. comp vs. available capacity per performance, filtered by season.

  5. 5.
    Sales reports — event sales, daily email, and payout summary

    Finance staff can pull event-level revenue, understand the daily sales email, and read the payout summary.

  6. 6.
    Payout reports and reconciliation

    Finance staff can tie each Stripe payout to venue orders, compute variance, and identify discrepancies.

  7. 7.
    Fundraising / donation reports

    Finance staff can pull gift totals, donor counts, LYBUNT/SYBUNT, and pledge aging.

  8. 8.
    Donor retention year-over-year

    Development and finance staff can compare giving behavior between two years and measure upgrade/downgrade/lapse rates.

  9. 9.
    Scheduling and emailing reports automatically

    Finance and marketing staff can schedule any report to run on a cadence and email it as an attachment.

  10. 10.
    Patron lifecycle report — first-time, returning, frequent, lapsed

    Finance and development staff can classify patrons by ticket-buying frequency and target retention efforts.

  11. 11.
    Cross-attendance — who comes to multiple series or categories

    Finance and programming staff can see which audiences overlap across event series or categories.

  12. 12.
    Year-over-year comparison — two performances or two seasons

    Finance and programming staff can compare two performances (or seasons) side by side.

  13. 13.
    Ticket ledger — every ticket, every tender

    Bookkeepers can list one row per ticket with its money and exact tenders, and reconcile the cash drawer and card payouts from it.

  14. 14.
    QuickBooks Desktop: importing the daily journal

    Bookkeepers on QuickBooks Desktop can import each day's sales as one balanced general journal entry instead of keying the day by hand.

  15. 15.
    Cash drawer: opening, closing and finding a variance

    Finance staff can read a drawer session's float, cash activity and variance, and trace a variance to the transaction that caused it.

Finished everything? Open your completion page — it prints on one page with your name, venue and the date.