Overview

This article explains which report shows the detail sales by receipt for all event codes and how to run it.


Use the Profit/Loss Detail report to calculate the profit or loss of all event codes for the date range entered. To show receipts for an event code on the Profit/Loss report, run the report using the Run Sales Report option.


Before you begin


  • Go to Reports > Event Code > Profit Loss.
  • If your district is set up for automated sales tax on receipts, Total Sales Tax is reflected on the report.
  • If your district does not capture sales tax on receipts automatically, no tax is listed on the report, but all receipts for that Sale event code are shown.


Run the report

  1. Go to Reports > Event Code > Profit Loss.
  2. Enter the desired Date Range for the report.
  3. Select the radio button for Run Sales Report.
  4. Select Generate Report.

What the report shows

  • The Profit/Loss Detail report is used to calculate the profit or loss of all event codes for the date range entered.
  • The Run Sales Report option shows receipts for an event code on the Profit/Loss Report.
  • If automated sales tax is enabled for receipts, Total Sales Tax is shown on the report.
  • If automated sales tax is not enabled, no tax is shown, but all receipts for that Sale event code are still listed.

Additional notes

  • Profit / Loss reports include signature lines for the Principal and Preparer.
  • Check with your District Administrator for guidance on report signature requirements for your district.

Outcome

You can use the Profit/Loss Detail report with the Run Sales Report option to view detail sales by receipt for event codes within the date range entered.


Troubleshooting

  • You do not see receipt detail for event codes - Make sure you selected Run Sales Report before generating the report.
  • You do not see tax on the report - If your district does not capture sales tax on receipts automatically, tax is not listed on the report.
  • You are not sure which report to use - Use Reports > Event Code > Profit Loss and run the Profit/Loss Detail report with Run Sales Report.
  • You are unsure about report signature requirements - Check with your District Administrator.