Reports & organizations
Review organization reports and payouts
Read cross-event figures, record a payout, and download issued invoices.
- Where to go
- Open an organization → Finance, Insights, or Invoices.
- Who can use it
- Authorized organization member; finance actions depend on your permissions.
Jump to a task
Review and export finances
- Open Finance and compare Gross sales, Collected, Outstanding, and Paid out.
- Review Revenue by event, including refunded amounts and each event’s currency.
- Select Export CSV to download the event finance rows.
What happens nextYou have a report of the recorded event finances. Compare currencies before combining figures.
Record a payout
- Select Record payout.
- Enter Amount and Reference, choose a specific Event or All events, and select Pending or Paid.
- Save the record and inspect Payouts.
What happens nextThe organization has a payout record. This action does not transfer money.
This form creates a record; it does not provide an edit, reversal, or bank-transfer workflow.
Read organization insights
- Open Insights.
- Compare Registrations vs check-ins for the last 30 days, New vs returning attendees, and Top events by guests.
What happens nextThe charts summarize activity across the organization’s events.
Download an issued invoice
- Open Invoices and locate the issued invoice.
- Select its download button and save the file.
What happens nextYou have a copy of an existing invoice. Invoice creation is not available in this list.