This article explains how the new and improved Reports section work in Playtomic Manager 📑
The main different is that instead of having one single Dashboard with a lot of information regarding different aspects of your Club, you will have 4 subcategories to make the search easier:
General overview
It gives a general overview of the business in the selected period of time using the filters at the top:
Total Revenues
This is the sum of Online + Offline Revenues
🚨 It will not show the price set up as 0 if you do not save it in the system
1. Offline Revenues
This figure is created by considering all payments that have used one of these methods:
OFFER: Only used as payment method, not as purchased item! To purchase them you need to pay online 😉
DIRECT
MERCHANT WALLET
CASH
ONSITE
2. Online Revenues
It will show the fortnight transfer as per our billing cycle. This figure is created by considering all payments methods that are not specified above, including:
PLAYTOMIC WALLET
DEBT
Payment Methods Analysis
In this section we take a look at a deeper level, dividing payments on two key dimensions: Payment Category vs Payment type
1. Payment Category
This is a breakdown of the above aggregated figures, showing only the categories that have been used in the Club(s):
2. Payment type
Here we are showing the played matches dividing them by type of payment, either Single-Payment, Split-Payment (Split + All-Pay) or Multiple (from teams registrations):
Product Analysis
In this section we take a look at what are the trending products. This is connected to the bookings Dashboard and the products.
Downloads
List of Payments
In this file the essential time-unit is the payment_date:
🚨 If a player didn't pay and there's a debt, we consider debt as Payment Category = Online because we are going to transfer that quota in our billing cycle, together with all online payments.
To download the file, click on the cloud icon on top-right corner of this box and select the file format:
Invoice reconciliation
Managers can now forecast when we'll transfer the money connected to every payment by simply considering the column start_date. This is the rationale:
We transfer the money only after the service (match/tournament...) has been provided and the user has played
The first billing cycle available (1st or 16th of the month) after the start_date is the day we'll transfer that amount
🤓 Example
In the following screenshot, all payments have been made during the first half of January, but we are going to transfer the money:
After Jessica has had her Class on 24/02/22 => on March 1st
After Jessica has had her Class on 10/02/22 => on February 16th
After Tina has played her Match on 02/02/22 => on February 16th
You can explore more about this feature in the following articles: