Aggregate Reports Documentation

This guide explains the three types of aggregate reports available in Corsizio and what each aggregate number represents to help you understand your event management data and financial metrics.

Report Types Overview

Overall Account Report

Purpose: Provides a comprehensive summary of your entire account across all time periods
Scope: Account-wide data with no time filtering
Use Case: Get a high-level view of your total account activity and performance

Aggregate Events Report

Purpose: Analyze event data within specific time periods with filtering options
Scope: Time-filtered data based on event start/end dates
Use Case: Understand event performance and trends during specific periods

Aggregate Attendee Registration Report

Purpose: Analyze registration data within specific time periods
Scope: Time-filtered data based on attendee registration dates
Use Case: Track registration patterns, payment methods, and attendee behaviors

Overall Account Report Detailed Breakdown

Account Summary Metrics

Events: Total events currently managed by your account
Registrations: Total attendee registrations currently stored in your account
Memos: Total memos stored across all events in your account
Coupons: Total coupons currently managed by your account
Instructors: Total instructors currently managed by your account
Users: Total users who have access to your account

Financial Totals (All Time)

Total Paid: The total amount paid from all recorded payments across all events
Pending Payments: The total amount of pending payments still to be collected for registrations
Taxes Included: The total taxes added to registration amounts (already included in Total Paid and Pending Payments)
Total Received: The total paid amount minus Stripe processing fees
Revenue Expected: The total paid and pending amounts minus any taxes
Total Expected: The total revenue plus taxes collected minus Stripe fees (final expected amount from attendees)
Add-ons Sold: The total amount from add-ons sold with registrations (already included in Total Paid and Pending)
Discounts Given: The total discounts applied to registrations (already excluded from other values)
Refunds Issued: The total refunds issued to attendees (already excluded from other values)
Stripe Fees: The total card processing fees for online payment transactions

Event & Feature Statistics (All Time)

Total Events: All events currently managed by your account
Published Events: Events that are published and visible to the public
Draft Events: Events still in draft status
Archived Events: Events that have been archived
Full Events: Events that have reached their capacity limit
Pay Online: Events with online payment options enabled
Pay Offline: Events with offline payment options enabled
Deposit Enabled: Events that allow deposit payments
Discount Enabled: Events with discount features enabled
Waiting List Enabled: Events with waiting list functionality enabled
Registrations: Total registrations (excluding canceled or deleted ones)
Attendees Waiting: Attendees currently on waiting lists
Cancellations: Total registrations that have been canceled
Attended: Total attendees flagged as having attended their events
Certificates: Total attendees who have been granted certificates
Page Views: Total page views of public event pages and forms

Aggregate Events Report Detailed Breakdown

This report filters data based on event start and end dates within your selected time period.

Time Period Controls

Division Filter: Filter by specific divisions (if applicable)
Time Period: Select preset periods or custom date ranges
Category Filter: Filter events by category
Date Range: The selected time period applies to when events start/end, not when they were created

Event Statistics (Within Time Period)

All the same metrics as the Overall Report, but filtered to only include events that start/end within your selected time period.

Financial Totals (Within Time Period)

All the same financial metrics as the Overall Report, but only for events within the selected time period.

Additional Features

Events Created by Month Chart: Shows when events were created (based on creation date, not start date)
Top Events: Ranking of best-performing events within the time period, sortable by:
- Total Attendees
- Total Revenue
- Total Paid Amount
- Total Pending Amount
- Page Views

Aggregate Attendee Registrations Report Detailed Breakdown

This report filters data based on attendee registration dates within your selected time period.

Registration Statistics (Within Time Period)

Total Registrations: All registrations made within the time period
Canceled: Registrations that have been canceled
Manually Entered: Attendees entered manually into the system
Selected Pay Online: Attendees who chose online payment
Selected Pay Offline: Attendees who chose offline payment
Early Birds: Attendees who used early bird pricing
Made Deposits: Attendees who chose the deposit payment option
Used Discounts: Attendees who applied coupon or volume discounts
Refunded: Attendees who received full refunds
Gave Feedback: Attendees who submitted feedback
Granted Certificates: Attendees who received certificates
Transferred: Attendees transferred between events
Exempted: Attendees exempted from payment during manual entry
Archived: Attendees with archived status
Expunged: Attendees whose private information has been removed
Attended: Attendees flagged as having attended

Financial Totals (Within Time Period)

Same financial metrics as other reports, but filtered by registration date within the time period.

Additional Features

Registrations by Month Chart: Shows registration volume by month within the time period
Distribution Charts: Visual breakdown of registrations by various criteria

Key Clarifications

Financial Metrics Explained

Total Paid vs Total Received vs Revenue Expected

Total Paid: Raw amount paid by attendees (includes taxes and fees)
Total Received: Amount you actually receive (Total Paid minus Stripe fees)
Revenue Expected: Your business revenue (Total Paid + Pending minus taxes)

What's Included vs Excluded

Taxes: Added to amounts but already included in totals (not additional)
Add-ons: Part of the total paid/pending amounts (not additional)
Discounts: Already subtracted from all values
Refunds: Already subtracted from all values
Stripe Fees: Deducted from received amounts

Time Period Applications

Overall Report: No time filtering - shows all-time data

Events Report: Time range applies to event start and end dates

An event starting in January and ending in February will appear in reports for both months
Event creation date is shown separately in charts

Attendee Report: Time range applies to attendee registration dates

When someone registered, not when the event takes place and sometimes not when payment was made
Useful for tracking registration patterns and marketing effectiveness

By understanding these distinctions, you can better interpret your data and make informed decisions about your events and attendee registrations.

Common Confusions

Why don't the numbers match between reports?
- Different reports use different time filtering criteria
- Overall Report shows all-time data while others are time-filtered
Why is Total Expected less than Total Paid + Pending?
- Stripe fees are deducted from the expected amount
- This represents what you'll actually receive
Are taxes extra income?
- No, taxes are already included in Total Paid amounts
- They're shown separately for accounting purposes
What counts as 'within time period'?
- Events Report: Event start/end dates
- Attendee Report: Registration dates
- Overall Report: No time restriction

Corsizio versus Stripe Report Discrepancies

The numbers for the financial totals that you get on Corsizio will vary compared to what you see in your Stripe account based on what report and date range you are looking at.

Things to keep in mind when analyzing financial values in Corsizio reports versus your Stripe account:

When were the registration records created? They are normally submitted in advance of any event taking place.
Are you looking at an aggregation of registrations or events? Very different points of view when it comes to aggregate numbers.
When did the payment transaction take place in relation to a registration? This will still be considered part of the record date on the aggregation reports, and it will differ from what Stripe is concerned with.
Were there other payments processed for the same registration later? This occurs when collecting a deposit and a later payment. This will still be considered part of the record date on the aggregation reports, and it will differ from what Stripe is concerned with.
Were there offline payments recorded in Corsizio, but have nothing to do with Stripe?
Were there other payments collected using Stripe from other sources that have nothing to do with Corsizio?
Stripe is the source to consult to know when actual payment transactions took place at the exact moment in time for banking or accounting purposes. They have no concept of payments for either past or future events. They only consider payments at a specific moment in time.

In summary, trying to match numbers from two different systems that use different data creation types, ranges, or perspectives will not yield satisfactory results. The date range differs between the two aggregate reports and Stripe, as each report applies to a different date field and perspective. The source of truth for exact payments processed (for accounting needs) should be Stripe and the bank account. They provide you with the precise revenue received in hand and on which day. Corsizio will only summarize and aggregate registrations and their numbers based on the perspective within its system, only considering events and registrations to which payments are attached, regardless of the payment processing date.