Finance / Reports track
20 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.The venue hub — navigation and quick links
Venue admins can orient themselves in the venue hub and navigate to any major section.
- 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.Venue profile and settings
Venue admins can update their venue's public profile, configure branding, set up seasons, and configure exchange/transfer policies.
- 4.Performance summary — capacity, sold, comp, and revenue
Finance staff can see paid vs. comp vs. available capacity per performance, filtered by season.
- 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.Payout reports and reconciliation
Finance staff can tie each Stripe payout to venue orders, compute variance, and identify discrepancies.
- 7.Fundraising / donation reports
Finance staff can pull gift totals, donor counts, LYBUNT/SYBUNT, and pledge aging.
- 8.Donor retention year-over-year
Development and finance staff can compare giving behavior between two years and measure upgrade/downgrade/lapse rates.
- 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.How your venue gets paid — Noctern-collected vs your own Stripe account
Finance staff can tell which payment arrangement their venue is on and know which payout report, refund path and tax form goes with it.
- 11.PayPal and Venmo at checkout
Finance staff can explain what it means when buyers pay with PayPal or Venmo, who turns it on, and how it is paid out and refunded.
- 12.Event Profit & Loss — what one show made
Finance staff can open the Profit & Loss page for one event and read ticketing take-home, bar revenue, the artist payout and the gross margin, knowing what it leaves out.
- 13.Stripe payouts (Connect) — deposits made straight to your bank
Finance staff on a connected Stripe account can see each deposit Stripe made, the orders behind it, and chase down unmatched lines.
- 14.The Gifts report — every gift by fund, appeal and source
Finance and development staff can list every gift for a date range, filter by fund, appeal or source, and read money raised separately from imported history.
- 15.Patron lifecycle report — first-time, returning, frequent, lapsed
Finance and development staff can classify patrons by ticket-buying frequency and target retention efforts.
- 16.Cross-attendance — who comes to multiple series or categories
Finance and programming staff can see which audiences overlap across event series or categories.
- 17.Year-over-year comparison — two performances or two seasons
Finance and programming staff can compare two performances (or seasons) side by side.
- 18.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.
- 19.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.
- 20.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.