Registration reporting

Financial Reporting

For Trusted Finance-level users in the Jomablue portal, the Financial Reports tab will appear in the left-hand menu under Registration > Financial Reports. The following reports are available:

Order Summary

This report lists all Orders, including billing details, current payment status, payment totals, payment gateway transaction IDs, and, if applicable, coupon information.

Order Custom Fields

This report helps understand Order or Registration sources, Salesperson conversions, or other tracking parameters in both Free and Paid Registrations. When Tracking Parameters are correctly passed to your Orders, all unique 'keys' will appear as columns.

Product Registration

This detailed report shows the status of each Product (including cancelled Products), the ordered Product, associated billing details, and the name and organisation of each Product registered, if applicable.

Item Allocation

This report provides detailed information on the status of each Item purchased with a Product,`` including the Item status, Item Name, Item Assignee, Order ID, Order Type, Order Status, and timestamp.

Manual Payments

This report includes all orders with a 'manual' payment method (e.g., EFT, cash, others). It encompasses both paid and unpaid orders, making it helpful for finding unpaid invoices or reconciling EFT payments with bank statements.

Invoices and Adjustments Archive

Jomablue can provide a zip file containing PDF copies of all Invoices and Adjustment notes for a particular event. This file should only be used for archiving. If you need to resend an invoice, it is recommended to search for the order within Jomablue and use the built-in functionality.

The PDF file format is as follows:

{TYPE}-{event_id}-{public_order_id}-{transaction_id)

e.g., INV-32-61172816218.pdf

• INV = Invoice | ADJ = Adjustment Note
• Transaction IDs only appear on Adjustment notes

Note: Generating the Invoices and Adjustments Archive may take time depending on the number of Invoices and Adjustment Notes. An archive containing 2,500 invoices takes approximately 10 minutes to generate.

Product Registration Report

The Product Registration Report is a list of all Products in your Event, including Product and Order Status, Billing details, Order date, Product Name, Product UID, and the Person and Company the Product is registered, if applicable.

Download your Product Registration Report

To download a Product Registration Report, you must have trusted-finance or trusted-admin user access.

1. Navigate to Registration > Financial Reports
2. Locate the Product Registration section
3. Click the Generate Report

Understand your Product Registration Report

The Product Registration Report is a CSV file with a header row. The included groups of columns (and their header keys) are:

• Product Status: (Status, Parent Order Status) Indicates the Status of the Product (registered, unregistered, cancelled) and the parent Order Status(payment_pending, payment_received, cancelled)
• Billing Details: (Billing First Name, Billing Last Name, Billing Company, Billing Email, Billing Phone, Ordered Date) - Billing details of the parent Order of this Product
• Product Information: (Product Name, Ordered Product UID, Product Registered To, Registered To Company) - information about the Product and its registrant, if applicable

Order Summary Report

The Order Summary Report contains a list of all Orders, their billing details, current payment status, payment totals, payment gateway transaction ID, and, if applicable, coupon information.

Download the Order Summary Report

To download the Order Summary Report, you must be a trusted-finance or trusted-admin level user.

1. Navigate to Registration > Financial Reports
2. Locate the Order Summary section
3. Click Generate Report

Understand the Order Summary Report

The Order Summary Report is a CSV file with a header row. The included groups of columns (and their header keys) are:

• Billing details (billing_first_name, billing_last_name, billing_email, billing_phone, billing_company, billing_address, billing_city, billing_state, billing_country, billing_postcode)
• Payment details (Payment Total inc. Tax, currency)
• Order status (status)
• Payment method (payment_method)
• Transaction ID (transaction_id)
• Coupon details (coupon_name, coupon_code)
• Order creation time (created_at)

Manual Payments Report

This report contains all Order payments that were "manual" (e.g., not credit card transactions). By applying some basic Excel filters, users can find overdue invoices or reconciled bank statements for EFT orders.

Report Column Definition

• public_order_id: The number that the person should have written as their EFT transfer description
• private_order_id: The number used in Jomablue (part of the order URL) and can be used to join multiple reports
• purchase_order_number: If the user entered a purchase order during checkout, it will be displayed here
• order_date: The date the order was placed
• payment_notification_date: They can press "Notify of Payment" after checking out via invoice and making the payment. This is optional so not all rows will contain this. It is a "best effort" approach to getting the person to notify you. This field shows the date that this effort occurred.
• payment_notification_message: A message that they could have left when pressing "Notify of payment". This is optional so not all rows will contain this. It is a "best effort" approach to getting the person to notify you.
• payment_received_date: When a Jomablue user presses "Payment Received" for a particular order. Generally meaning the receipt of monies has been confirmed.

The report also contains the following headings but they are self-explanatory:

billing_first_name

billing_last_name

billing_email

billing_phone

billing_company

billing_address

billing_city

billing_state

billing_country

billing_postcode

Payment Total (inc. Tax)

Payment Method

currency

Order Custom Fields Report

If you're tracking Marketing Campaigns or using any other URL parameters on any of the Online Free Registration or Online Paid Registration Sites, the Order Custom Fields report is available to provide a list of all Registrations/Orders (paid and free) with their Custom Fields.

Download the report

To download the Order Custom Fields report:

1. Navigate to Registration > Financial Reports in Jomablue (note that you will need to be a trusted-finance or trusted-admin user to access this page)
2. Under the Order Custom Fields section, click Generate Report

Understand the Order Custom Fields Report

The report is a CSV file containing a list of all Orders associated with the current Event, including the following columns (or column groups):

• Internal Order ID
• Public Order ID
• Order type
• Order Status
• Billing information
• Custom Fields

Each of the Custom Field columns has a header in the form of "CUSTOM:xxx", where 'xxx' is the key for a Custom Field.

Although there is no limit on the number of URL parameters and custom fields you can add to an order, for ease of reporting, it's good practice to decide and reuse keys. Whereas the values can be unique to that order.

Here is an example of the URL parameters being saved as Order custom fields and represented in this report:

Note: If you have no URL parameters or they have been formatted incorrectly, they will not save against the order and therefore this report won't contain any columns past K.