Purchase History Report
Purchase History
What It Does
The Purchase History report provides a detailed record of all player purchases, including memberships, credits, tournament entries, and other transactions. It tracks payment methods, subscription details, and gives a comprehensive financial overview of player spending patterns.
Why It Matters
This report helps you track revenue streams, understand player spending habits, reconcile payments, and analyze the popularity of different purchase types. It's essential for financial oversight, marketing decisions, and player value assessment.
Accessing the Report
From the main menu, select Reports
Click on Purchase History
Set your desired date range
Click Load to generate the report
View the report or export the data
Report Features
Summary View
The top section provides aggregate data including:
Purchase types (Comp, Promo, Self-Paid, Sponsor)
Credit count by purchase type
Credit purchase amount totals
Subscription breakdowns (Weekly, Monthly, Yearly)
Tournament entry totals
Total subscription counts and values
Detailed Transaction History
The lower section shows individual transactions with:
Transaction ID and reference number
Date and time of purchase
Player name
Sale type (Credits, Membership, etc.)
Sale amount
Payment type
Payment amount
Payment method
Search and Filter
Search for specific players
Filter by date range
Filter by purchase type
Set number of entries displayed per page
How to Use This Report
Financial Management
Track daily, weekly, or monthly revenue
Reconcile electronic payments with processor statements
Verify membership revenue against active player counts
Player Value Analysis
Identify big spenders and VIP players
Track lifetime value of different player segments
Monitor purchasing patterns over time
Promotion Effectiveness
Compare purchase volumes before, during, and after promotions
Track redemption rates of promotional offers
Measure conversion from comp to paid purchases
Membership Management
Monitor membership renewal rates
Track subscription type preferences
Analyze membership duration and retention
Export Options
The Purchase History report can be exported in multiple formats:
CSV: For detailed financial analysis
PDF: For printing and record-keeping
Best Practices
Daily Reconciliation: Match purchase records against payment processor reports
Regular Review: Analyze purchase patterns weekly or monthly
Promotion Planning: Use historical purchase data to design effective promotions
Trend Analysis: Look for changes in purchase behavior that might indicate market shifts
Revenue Forecasting: Use historical data to predict future revenue streams
Common Questions
Q: How do I find all purchases for a specific player? A: Use the search function and enter the player's name to see all their transactions.
Q: Why might there be a discrepancy between purchase counts and actual credits in the system? A: Some credits might be awarded through promotions or comps, which may appear differently than purchased credits.
Q: Can I see which staff member processed a purchase? A: Staff information is typically available in the transaction details if you click on the transaction ID.
Q: How do refunded purchases appear in this report? A: Refunds will appear as separate transactions with negative amounts, indicating money returned to the player.
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