Reports
Curling IO produces reports that give you, the curling club manager or bookkeeper, insight into the financials and membership at your club.
You can find the Reports section by clicking Reports in the top navigation bar.
All of the reports can be filtered by date range and sometimes other varying options, like payment status or method.
Downloading Raw Data
All of the reports can be downloaded as CSV files. CSV stands for "Comma Separated Values" and it's a standard format supported by Excel, Google Sheets, MS Access, and all other spreadsheet, database, and accounting software programs.
The downloaded data will always include more fields than what is shown on the screen, and we highly recommend using it for your own accounting purposes. Just click the Download button at the bottom of the screen on any of your reports. If you are running any filters, like a date range, then the downloaded data will reflect those filters.
List of Reports
Fees
These are the fees that have been ordered, including any affiliates your club inherits. To view the raw data click on Fees. To see a chart comparing the revenue per fee, click the Revenue link in the description. To see a chart comparing the volume of orders per fee, click the Orders link in the description.
Custom fields are not included in this report's download unless you have explcitly included them.
Leagues
These are the leagues that have been ordered. To view the raw data click on Leagues. To see a chart comparing the revenue per league, click the Revenue link in the description. To see a chart comparing the volume of orders per league, click the Orders link in the description.
Custom fields are not included in this report's download unless you have explcitly included them.
Competitions
These are the competitions that have been ordered. To view the raw data click on Competitions. To see a chart comparing the revenue per competition, click the Revenue link in the description. To see a chart comparing the volume of orders per competition, click on the Orders link in the description.
Custom fields are not included in this report's download unless you have explcitly included them.
Products
These are the products that have been ordered. To view the raw data click on Products. To see a chart comparing the revenue per products, click the Revenue link in the description. To see a chart comparing the volume of orders per products, click the Orders link in the description.
Custom fields are not included in this report's download unless you have explcitly included them.
Payments
These are the payments that have been made. To view the raw data click on Payments. To see a chart showing payments by date, click the Payments by date link in the description.
Refunds
These are the refunds that have been made. To view the raw data click on Refunds. To see a chart showing refunds by date, click the Refunds by date link in the description.
Discounts
These are the discounts that have been received by your curlers.
Custom fields are not included in this report's download unless you have explcitly included them.
Club Credit Logs
History of all club credits that have been granted and used.
Waivers
These are the waivers that have been accepted by your curlers.
Spares
These are the curlers that have opted to spare for one of more events.
Order Items
This is an unfiltered list of all order items (leagues, products, competitions, and fees).
Custom fields are not included in this report's download unless you have explcitly included them.
Payouts
This is a list of all bank payouts (direct deposits) you've received from our payment processor. To see a chart showing payouts by date, click the Payouts by date link in the description.
This report only shows up once you're set up with our online payment processor, and is necessary for bookkeeping, as it links your orders to your deposits.
Disputes
List of payment disputes that can be filtered by date range.
This report only shows up once you're set up with our online payment processor.