How to Download Payment Data: Promotions, Payments, Refunds, and Transaction Information
PheedLoop offers a robust reporting system that ensures you are able to access your event data at all times.
To navigate to PheedLoop’s reporting functionality:
- From the Event Dashboard, navigate to Data & Reports > Custom Reports
- Above the Custom Reports table, select Create
This article will focus on how to generate Payment-specific reports; namely covering Promotions, Payments, Refunds, and Transaction information.
Contents
Promotions Report
The Promotions Report will generate all promotion-specific information and is best used to identify specific promotion-based information such as number of promotions applied. The Promotion Report will have a line item for each Promotion used in your event.
- Recommended Fields: Code, Promotion Code, Stakeholder Code, Promotion Code Name, Amount, Date Applied
- Use Case: If you are looking for a report that showcases all promo codes. This data report has information on all of the promo code details along with when they were applied, what they were applied to, and the total after application.
If you would like to isolate promotions applied over a period of time fill out the Start Date and End Date fields. Leave both fields blank to not filter results.
Payments Report
The payment report extracts information regarding payment data specifically. Whether you are an exhibitor purchasing a booth or just an attendee paying for tickets, this report will be directly related to payments. Each unique payment in your event will have its own line item in the Payments Report.
- Important Fields: Payment ID, Fees, Tax, Sub Total, Deposit, Verified, Gateway, Date Due, Parent, Owner Address, Category
- Use Case: If you are looking for a report that contains all financial transactions in your event such as Registrations or Exhibitor Applications - this is the report for you.
If you would like to isolate promotions applied over a period of time fill out the Start Date and End Date fields. Leave both fields blank to not filter results.
Refund Report
The refund report is focused on refunds you have sent to any attendees. Each unique refund in your event will have its own line item in this report.
- Important Fields: Payment Code, Refund ID, Amount, Method, Gateway, Date Created, Parent
- Use Case: Unlike the Payments Report, the refund report is specifically curated from refunds that are issued to anybody in your event. If you need proof of refunds and the data related to any refunds, this would be the report to capitalize on.
If you would like to isolate promotions applied over a period of time fill out the Start Date and End Date fields. Leave both fields blank to not filter results.
Transactions Report
The Transactions report is a combination of both the payment data report and the refund report. Information pertaining to both payments and refunds will be listed in this report, making it beneficial for event planners looking to trace payments and refunds.
- Important Fields: Transaction Type, Payment Code, Refund ID, Date Created, Amount, Method, Payment - Code, Payment - Total, Refund - Code, Refund - Amount
- Use Case: If you need a report with bulk data from both payments and refunds in one place.
If you would like to isolate promotions applied over a period of time fill out the Start Date and End Date fields. Leave both fields blank to not filter results.
Conclusion
PheedLoop’s reporting system provides a comprehensive and flexible way to access and analyze your event’s financial data. By utilizing the Promotions, Payments, Refunds, and Transactions reports, you can easily track critical details such as promotional code usage, payment transactions, refunds issued, and an overall summary of financial activity. Each report is tailored to specific needs, ensuring that you have the insights necessary to make informed decisions and maintain transparency in your event planning process. With these tools, managing and understanding your event’s data becomes straightforward and efficient.