By Booking Export

Overview:

This exportable file provides comprehensive details on payments for sessions, capturing a range of data that helps event organizers track revenue, attendee information, and session participation.

Each entry represents an individual transaction for a paid session and includes key details such as the payment type, amount, discounts, and participant information.

The export can be be generated then downloaded from the Admin panel → Management → Sessions → Reports tab → By booking tab.

Here’s a breakdown of the main columns in this file:

Key Columns and Their Meanings

1. Payment #:

   • This column assigns a unique identifier to each payment transaction, allowing for easy reference and tracking of individual payments.

2. Date:

   • This field records the date and time of each payment, helping to monitor when transactions occurred and analyze payment trends over time.

3. Payment Type:

   • Indicates the payment method used for the transaction, such as "Stripe." Knowing the payment types can be useful for payment reconciliation and identifying popular payment methods.

4. Payment Status:

   • Displays the status of each transaction, for example, "success" or "failed." This helps to distinguish completed payments from failed attempts, useful for identifying payment issues or following up on incomplete transactions.

5. Amount:

   • The base amount charged for the session, excluding any discounts or taxes. This shows the original price of the sessions and provides a base for calculating total revenue.

6. Discount:

   • This column displays any discounts applied to the transaction, showing how much was deducted from the original price. Understanding discount usage can be helpful for promotional analysis.

7. Tax/VAT:

   • Indicates the tax or VAT amount added to each transaction. Tracking tax information is crucial for financial compliance and accurate reporting.

8. Total:

   • The total amount paid after applying discounts and taxes. This final figure represents the amount charged to the participant and is key for calculating total revenue.

9. First Name, Last Name:

   • The name of the participant who made the payment. This helps in identifying individual attendees and can be useful for personalized communication or support.

10. Company Name:

    • The company associated with the participant, if provided. This can be helpful for identifying corporate clients and understanding organizational participation.

11. Email:

    • The email address of the participant, useful for communication purposes, such as sending payment confirmations or event details.

12. Sessions:

    • Lists the specific sessions for which the payment was made, including the amount associated with each session in parentheses. This helps in understanding which sessions are generating revenue and are most popular among participants.

13. Participant Category:

    • Identifies the participant’s category, such as "Speaker," "Exhibitor," or "Visitor." This data allows for segmentation by role, aiding in targeted marketing and communication.

14. Job Title:

    • Lists the job title of the participant, which can provide insights into the attendee demographic, such as industries represented or seniority levels.

15. Telephone Number (Tel):

    • Provides a contact number for the participant, valuable for follow-ups or support needs.

16. Address, Postcode, Country, City:

    • Captures location details for the participant. This geographical data can be useful for regional analysis of attendees or targeted marketing efforts.