Application Reports (Auction Tracker)

One of the features that makes Auction-Tracker strong is its extensive reporting capabilities. What makes Auction-Tracker's reporting features stand apart from the rest of the market? Its ability to look at not only the immediate event being produced from every angle but the ability to look at and compare, side-by-side, one or more events or all events present in the database.

Capture opportunity:

Analyze audience development including participation, spending habits, and contributions.
Analyze event donors and sponsors including level of participation, giving habits, contributions, and revenue growth patterns.
Analyze all financial aspects of an individual event or all events side-by-side for growth opportunities to drive revenue.

And much more.

Reports

Auction-Tracker reports are divided into three options. They are:

Current Event (Application) Reports - Looks at the benefit auction currently opened and being managed.
Historical Analysis Reports - This series of reports looks at a combination of, or all events that are managed in the database. Reports include aggregate analysis as well as comparatives.
Custom Reports - Need a unique report that is not available in Auction-Tracker? Northwest Software develops custom reports based on a user's specific request on a time and materials basis.

So how did Auction-Tracker acquire so many reports? When Auction-Tracker was originally produced 30 years ago, the developers implemented approximately 20 reports. Since the original release, the over 300+ reports added since have come from the professional benefit auctioneers, the Internal Revenue Service and Revenue Canada, and most importantly from your peers. Event coordinators, planners, and volunteers from all over North America contribute to the product's success.

Current Event (Application) Reports

Reports are managed from the Application Toolbar > Reporting module. Application reports for the event being immediately managed covers every aspect of a benefit auction. From pre-event planning, to event preparation, and post auction analysis the reporting module keeps the event committee and nonprofit executives in full view of the event and its success.

To access reports for the event being immediately managed, follow these steps:

From the Application Toolbar, click the drop-down menu on Reporting.
Next click Application Reports. The Application Reports module is presented.

The selection tree (left) provides several report types. They are:

Administrative - A selection of reports that pertain overall summaries and application setup such as user-defined picklists as well as Activities and Benefits.

Calendar - These reports provide information on scheduled tasks, recurring events, and more.

Names - The names sub-menu provides a complete selection of reports that pertain to donors, guests, sponsors, solicitors, volunteer, affiliation, and resource lists.

Entree - This series of reports cover the gala event meals.

Catalog Items - A complete selection of reports for goods and services (catalog items) based on "as entered" and "as to be sold".

Non-Catalog Items - A complete selection of reports for those items that are repetitively offered for sale, not auctioned.

Wish List Gift Items - Provides reports in support of Wish List items being offered for purchase.

In-Kind Gifts - Reports for those items that are donated and used in conjunction with putting on the event.

MyEvent Community - Reports that provide information on items placed in Auction-Tracker Live! and other Add-in options.

Post Auction Event - A complete selection of reports that pertain to post auction analysis such as Summary Analysis, Item Sold To Listings, Catalog Item Yield Analysis, Buyer's Leader List, and many more.

Accounting - Event Receivables - While a new section of Auction-Tracker v7.00 and newer, this combines all payment and receivable reports for various auction class designations, post auction, and IRS Forms to one location in Auction-Tracker.

My Recent Reports - This section provides quick and easy access to the last six reports used.
Next, make a report selection. Depending on the selection made, many of the reports offer one or more sort/include/criteria selections which are used to determine the preferred sequence of the report being printed. Of the choices provided, select one option from each query group that defines the report’s output (Figure 12.2). Please note! Options provided in the various sort criteria groups are not data options to include in the report to be processed. They simply determine an order or sort in which the report is processed.
Upon successful selection of report criteria, a series of report output options become active for selection. They are Print Preview, Print, Spreadsheet, Acrobat PDF, Word RTF, HTML, and Email. Select the desired output appropriate to the reporting need. Auction-Tracker now processes the request and sends it to the appropriate device or file.
Finally, select another report to generate or click Close to exit the Application Reports window.

Repeat the above steps to create as many reports as needed for the task at hand.

Historical Analysis Reports

Historical analysis reports look at a single, combination of, or all events that are managed from a single database. From those attending, giving, and purchase analysis to aggregate and comparative analysis the reporting module keeps the event committee and nonprofit executives in full view if the event as a whole, its success and where room for improvement exists.

To access the historical reports, follow these steps:

From the Application Toolbar, click the drop-down menu on Reporting.
Click Historical Application Reports. The Historical Analysis Reports module is presented.

The selection tree (left) provides several report types. They are:

Donor - All goods and services procured for bid, sale or in support of the auction event. Provides financial results per item, per event to help push procurement in the direction of offering what is popular to the crowd being attracted to the event.

Solicitor - All goods and services procured for bid, sale or in support of the auction event from the perspective of the individuals (solicitors) who acquire the items. Provides financial results per item, per event to help guide solicitors towards the procurement of items that bring a high yield return to the event.

Guest - Reservation/attendance and purchase activity by event for all events entered are managed with these reports.

Sponsor - This series of reports cover the gala event meals.

Auction Items - By event, these reports provide donor/solicitor relationships for all goods and services as well as full yield analysis. This allows for comparison item by item.

Aggregate Analysis - These post auction financial reports combine two or more events as one number. If the organization is holding a two-day event for example, these reports combine the two events into one final number without the need to perform this task manually.

Comparatives - Side By Side review of events, event spending, and Fund-A-Need. These powerful reports show event to event, where successes are had and where there is room for improvement. These reports do act as a reality check.
Next, make a report selection. Depending on the selection made, many of the reports offer one or more sort/include/criteria selections which are used to determine the preferred sequence of the report being printed. Of the choices provided, select one option from each query group that defines the report’s output (Figure 12.4). Please note! Options provided in the various sort criteria groups are not data options to include in the report to be processed. They simply determine an order or sort in which the report is processed.
Upon successful selection of report criteria, a series of report output options become active for selection. They are Print Preview, Print, Spreadsheet, Acrobat PDF, Word RTF, HTML, and Email. Select the desired output appropriate to the reporting need. Auction-Tracker now processes the request and sends it to the appropriate device or file.
Finally, select another report to generate or click Close to exit the Historical Analysis Reports window.

Repeat the above steps to create as many reports as needed for the task at hand.