πŸ“˜ ClickBid Reports Overview

ClickBid provides a wide variety of reports to help you analyze performance, manage reconciliation, and generate receipts after your fundraising event. This guide breaks down each report section and outlines what information it includes.


πŸ’³ Merchant Report

Found under: Reports > Merchant Report
Use this to view transactions and issue refunds when using ClickBid's payment processing.

Includes:

  • Unreconciled Transactions

  • Reconciled Transactions

  • Bidder Name

  • Checkout Date

  • Amount

  • Order ID

  • Type of Purchase

  • Gross Total

  • Refund Total

  • Total Fees

  • Net Total


πŸ“Š Event Overview

Found under: Reports > Event Overview
Gives you quick stats across key event categories.

Ticket Sales

  • Individual Tickets

  • Sponsorships

  • Underwriting

  • Legacy Donations

  • Fees Covered

  • Discounts

  • Refunds

Event Sales

  • Silent Auction

  • Live Auction

  • Donations

  • Quantity Sales

  • Blind / Credit

  • Fees Covered

  • Refunds

Event Stats

  • Auction Items (Silent, Live, Donations, etc.)

  • Bidders (Checked In, With Phone/Email, Credit on File, etc.)

  • Payments Received (Check, Credit, Cash, Other, Unpaid)


🧾 Event Sales Report

Found under: Reports > Event Sales
Highly recommended post-event for reviewing all item sales and bidder details.

Includes:

  • Item #: ID, Name, Type, Category, Donor

  • Financials: Starting Bid, Market Value, Winning Bid, Tax, Admin Fee, FMV %

  • Bidder Info: Name, Number, Contact, Address, Table

  • Timing: Bid Time, Checkout Time, Closing Time

  • Tags: Item & Bidder Tags, Payout Date, Status


πŸ“ Post Event Data

Found under: Reports > Post Event Data
A comprehensive and real-time reporting suite, broken into tabs:

  • Summary

  • Ticket Sales

  • Event Payments

  • Processing Report

  • Bids

  • Items

  • Bidders

πŸ“₯ All reports can be downloaded in CSV or XLSX format.
πŸ—‚οΈ Each tab includes a Tab Contents menu to quickly locate sub-reports.


Merchant Processing

Currently, this is a link to the 'Merchant Report'. Eventually, we will be moving the "Merchant Report' fully to this section to have the reports all under one tab. 


πŸ’΅ Paid & Unpaid Items

  • Top: Unpaid items

  • Bottom: Paid items

Includes:

  • Item Name / Number

  • Winner Name / Number

  • Amount Paid or Due


πŸ’Έ Refunds

View refund activity on:

  • Auction items

  • Ticket sales

  • Online donations

Includes:

  • Name

  • Item

  • Sale Total

  • Refunded Amount


πŸ“¦ Consignment Detail

Only includes items flagged as consignment.

Includes:

  • Item ID and Name

  • Consignment Amount

  • Auction Sale

  • Net Sale


πŸ“‰ Bid History

Track all bidding activity.

Includes:

  • Item Name and Number

  • Bidder Name and Number

  • Bid Amount

  • Bid Time

Admins can delete bids that haven’t been checked out.


πŸ’° Item by Amount / Volume

Pie charts for:

  • Top-selling items by revenue

  • Items with the most bids


πŸ“‚ Category Totals

Pie chart view by bidding category.

Includes:

  • Category Name

  • Total Bids

  • Winning Bids


πŸ… Top Event Donors

Pie chart showing who spent the most.

Includes:

  • Donor Name

  • Total Amount

  • % of Event Total


🏷️ Totals by Tag

Breaks down totals by item or bidder tags.

Includes:

  • Tag Name

  • Silent / Live / Donation / Quantity Item Totals

  • Combined Totals


πŸ“Ί EventStream Watched

Shows who viewed your live stream.

Only available with Full Suite license

Includes:

  • Bidder

  • Start Time

  • Last Watched Time

  • Total Viewing Time


🧾 Bidder Statements

Generate invoices or receipts for guests who have:

  • Not yet checked out

  • Paid partially

  • Paid with/without credit cards on file

*Options to sort by last name or bidder number*

Note: These do not update after payment β€” use Paid Bidder Statements for finalized versions.


πŸ“Š Sales Data & Non-Silent Items

Detailed financials by item type.

Includes:

  • Item Details

  • Bidder Info

  • Bid Timing

  • Status & Tags

  • Admin Fee, Tax, Winning Bids


🧾 Paid Bidder Statements

Access receipts for checked-out bidders.
Sorted by bidder number.


βœ… Checked In Bidders

See who checked in, and how:

Includes:

  • Bidder Name and Number

  • Checked In By (admin/self)

  • Time

  • Contact Info


        πŸ“ˆ Bids Over Time

        Line graph of bids in 15-minute intervals β€” great for evaluating live engagement.


        πŸ•’ Post Event Report (4–24 hr Summary)

        An email report that includes:

        • Top Items by Winning Dollar Amount

        • Top Items by Bidding Volume

        • Bids by Category

        • Highest Winning Bidders

        • Items With No Bids

        • Bids Over Time

        • Sales & Checkout Summary