Payment Allocations Report

In this article, learn about what's inside the Payment Allocations Report.


Last updated: May 17, 2023


The Payment Allocations report contains important data regarding the transactions completed in your account. When you download the report, it will include the following information:

  • Purchased At - date the transaction was purchased.
  • Payment Method - the type of payment that was used to process the transaction.
  • Amount - the total amount paid for the transaction.
    • Note: This will export in cents. You can multiply the column by .01 to get the dollar amount of the transaction.
  • Tax - the sales tax applied to the transaction, if applicable.
  • Service Fee - the service fee applied to the transaction, if applicable.
  • Coupon Code - the coupon code that was used at checkout, if applicable.
  • Discount Amount - total discount applied at checkout, if applicable.
  • Buyer Name - the name of the buyer that made the purchase.
  • Buyer Email - the email of the buyer that made the purchase.
  • Product - name of the event, membership, credit pass, or retail item that was purchased.
  • Product Type - name of the type of product (ex. Membership, Event Type, Retail).
  • Source Type - the type of transaction (ex. Membership Renewal, Order Item, Refund).

Payment Allocations Report

  • To access the report, log in to your account and hover over the main navigation bar on the left hand side.
  • Click the cloud icon next to Reports.

    Screen Shot 2023-01-06 at 2.04.22 PM
  • In the dropdown menu, click Payment Allocations.
  • Choose your desired Start Date and End Date.
  • Click Download

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