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How To Generate And Read A Company Summary Report

Updated

    This article will detail how to generate a company summary report within the Jumbo Lottery Platform (JLP) admin.

    It will also provide a guide on how to view the information provided in this report.

    Prerequisites

    • Access to the JLP admin
    • Required level of access to view and generate reports within the JLP admin.

    How To Generate A Company Summary Report

    Navigate to the “Reports” tab via the toolbar located at the top of the page.

    reports-1 (1).png

    From here you will see a full list of current reports which are available to generate. From this list, select the “Sales” option.

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    A pop-up window that shows “Input Controls” will appear. Enter the required information on each field:

    The report start and end dates are set in AEST, so when generating reports between October and April, keep Daylight Saving Time in mind. Add one hour to the time on the report as needed to obtain correct figures.

    1. Period from – Date and time that the report will start on
    2. Period to – Date and time that the period will end on
    3. Report basis – Options available are ‘cash’ or ‘accrual’. When generating this report, the basis should always be set to ‘cash’ to show sales that have been fulfilled.
    4. Provider – Name of the lottery provider.
    5. Pricing – Lists all available pricing identification. Leave this field blank to include all pricing identification.
    Input-Controls-1.png

    After entering the information in the input controls, click the blue “Apply” then “OK” buttons to generate the report.

    Apply.png

    How To Read A Company Summary Report

    To view the full sample report please open the attached PDF located at the bottom of this article

    1. Report Heading

    Located at the top of the company summary report you will see the following information:

    1. Provider – Name of the selected lottery provider
    2. Report basis – Shows whether the report is based on cash or accrual
    3. Period from and to – Start and end date of the report
    4. Pricing – Displays the pricing identification
    Heading-1-768x188.png

    2. Report Table

    1. Lottery – Shows the name of the lottery customers bought tickets for
    2. Standard Entry Count – Displays amount of standard entries purchased from the supplier
    3. Street Price – Wager Subscription plus Wager Commission
    4. Ancillary Fee – Retail Price minus the Street Price
    5. Retail Price – The amount customers were charged
    6. Total – Sum of each column

    table-768x138.png

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