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SStandShare

Read event-level reports

Admin Coordinator
Roles

Admin · Coordinator

Event-level reporting in StandShare lives in three places: the inline panel on the Events page, the settlement page, and the Worker Performance tab in Financial Reports. Each surface shows a different slice of event data. This guide covers all three.

The Events page inline panel​

Permission required: event_management.manage_roster

On the Events page (/events), select any event row to expand an inline sub-panel with a quick summary of that event's roster and financial data.

What the panel shows​

FieldWhat it means
Total WorkersAll workers currently on the roster for this event
StandsNumber of stands configured for the event
AttendedWorkers marked with attendance status attended
Fund DistributionWhether fund deductions are enabled or disabled for this event

Below the summary, a stand-by-stand table shows each stand's commission and CC tips. These fields are editable directly from the inline panel until the event is settled. Once settled, all financial fields lock.

Editing stand data from the panel​

  1. Open the Events page and select the event row to expand the panel.
  2. Click the commission or tips field for a stand.
  3. Enter the correct value.
  4. Press Enter or click away to save.
warning

Stand commission and CC tips affect settlement calculations. Confirm the values are accurate before settling the event.

The settlement page​

Permission required: event_management.settle_event

The settlement page (/events/:id/settlement) is where event-level financial data is finalized and locked. It is the most complete view of event finances.

Revenue fields on the settlement page​

FieldWhat it means
Stand CommissionCash commission entered for each stand
CC TipsCredit card tips entered for each stand
Per-Person RateA flat fee per attending worker, set at the venue level

These fields are editable until the event is settled. After settlement, they lock and cannot be changed without reversing the settlement run.

The settlement preview​

Before committing, the settlement page shows a live preview that includes:

  • Line items from the settlement template (income, fees, payout)
  • Per-family distribution -- how much each family earns based on their worker count
  • No-show debits -- deductions applied to families whose workers did not attend
  • Validation warnings if any required data is missing

For a detailed explanation of each field in the preview and how the calculation works, see Read the event financial summary.

After settlement​

Once you commit a settlement:

  • All stand revenue fields lock.
  • Ledger entries are created for each family (category: event_commission).
  • No-show debit entries are created for affected families.
  • The event financial summary switches to settled values.
  • Transactions appear in the Financial Reports Transactions tab.

The Worker Performance tab​

The Worker Performance tab (in Reports > Worker Performance) surfaces attendance and reliability statistics aggregated across all events.

How it connects to individual events​

The Performance tab draws from all worker assignments across your organization's history -- not from any single event. Use it to identify patterns:

  • Which families consistently show up
  • Which families have a pattern of no-shows
  • Which families have the most assignments over time

For a single event's attendance breakdown, use the inline panel on the Events page or the attendance section on the settlement page.

Key metrics explained​

Attendance Rate = events attended ÷ total assignments

Reliability Score = (events attended + cancellations) ÷ total assignments

The reliability score is intentionally different from the attendance rate. A family that cancelled in advance is treated more favorably than one that simply did not show up, because they gave the coordinator time to find a replacement. A family with a reliability score well above their attendance rate is one that communicates when they cannot make it.

Using the drilldown​

Select any family row in the Worker Performance table to expand their full event-by-event history. Each row shows the event name, date, worker name, stand, role, and attendance status. This is useful when preparing for an upcoming event and you want to review a specific family's recent track record.

For the full Worker Performance guide including the Min Assignments filter and sorting, see Track worker attendance and performance.

How event data flows to Financial Reports​

Events do not appear directly in the Financial Reports tabs -- those tabs are ledger-based. The path from an event to a financial report entry is:

  1. Event is completed and stand data is entered.
  2. Coordinator settles the event on the settlement page.
  3. The settlement engine calculates payouts and deductions.
  4. Ledger entries are created for each family (category: event_commission).
  5. Family account balances update.
  6. Entries appear in Financial Reports > Transactions tab, filterable by Event Commission type.

This means an event will not appear in Financial Reports until it has been settled.

Next Steps​