Reports in AuctionFlex360 (AF360) give you a clear view of your auction activity in one place. Open a ready-made report, filter a table to the dates you need, save your own version, and download the results for your team or your records.
Open Reports
Log in to AF360.
In the top menu, click Reports.
Reports opens in its own Reporting portal. Every AF360 user can see Reports.
Note: The green REPORTS button on the Auctions page opens the older organization-level reports list (Organization Reports), not the Reporting portal. To use the reports described in this article, always start from the Reports item in the top menu.
Find Your Way Around
The dark teal sidebar on the left is your main navigation inside the Reporting portal.
Sidebar item | What it does |
Reports Library | Every available report in one place. |
Favorites | Reports you marked with a heart. |
Saved Reports | Your own saved copies of reports. |
Documents | PDF reports that cover one auction. |
Interactive | Table reports you can filter, sort, and download. |
System Reports | The reports that come with AF360. |
Downloads | Files from Interactive report downloads, kept for 7 days. |
Settings gear | At the bottom left. Settings holds your logo and display options. |
Start from the Dashboard
The Dashboard is the first page you see in Reports. It shows:
Summary tiles: Hammer Value (All Time), Auctions Held (All Time), Unique Bidders (Last 30 Days), and Total Lots Sold (All Time).
Lots By Clerking Status: a donut chart for the past 30 days.
Lots Sold By Month: a chart for the past 12 months.
Favorite Reports: a table with Type, Title, Description, Owner, and Created for each report you have marked as a favorite.
Featured Reports: quick-start cards for Auction Summary, Invoices Created Last 30 Days, Transaction Details, Auction Catalog, and Consignor Auction Overview.
Browse the Reports Library
Click Reports Library to see every report. Use the tabs to narrow the list: All Reports, Favorites, Saved Reports, Documents, Interactive, and System Reports. Use the Search box to find a report by name, and the grid or list button to change how reports are shown.
Read a report card
What you see on the card | What it means |
Blue header with a PDF icon | Document report. Covers one auction and downloads as a PDF. |
Green header with a table icon | Interactive report. Shows a table for a date range that you can filter, sort, change columns on, and download. |
AuctionFlex logo badge | System report that comes with AF360. |
Badge with initials | A saved copy of a report. |
Heart | A favorite. |
System reports
AF360 includes 12 system reports.
Document reports (PDF)
Auction Catalog
Auction Summary
Consignor Auction Overview
Consignor Settlement Totals
Lot Labels: Avery 5160
Interactive reports
Consignor Lot Summary
Global Payments Transaction Details
Invoices Created Last 30 Days
Lot Performance
Paid Invoices
Transaction Details
Unpaid Invoices
Run a Document Report (PDF)
In the Reports Library, click a report with a blue header.
Select the auction.
Click Create.
The PDF downloads straight to your computer. The file name starts with the date, for example YYYY-MM-DD_auction-summary.pdf. Document reports do not appear on the Downloads page.
Run an Interactive Report
In the Reports Library, click a report with a green header.
Check the Auction End date filter. It starts on This Month, and you can change it.
Filter or sort the table, and adjust the columns you want to see.
To keep your changes, save the report (see the next section).
To get the data out of AF360, click the ⋮ menu and choose Download.
Save, Favorite, and Delete Reports
Save your changes
Save updates the report you are in.
Save As creates a copy. Give it a name and click Save. The copy appears under Saved Reports with a badge that shows your initials.
When you use Save As, the system report stays unchanged.
Favorite a report
Click the heart on a report card to mark it as a favorite. It then appears under Favorites and in the Favorite Reports table on the Dashboard.
Rename or delete a saved report
There is no Rename button. To rename a saved report, open it, use Save As with the new name, and then delete the old copy.
To delete a saved report, open it, click the ⋮ menu, and choose Delete Report.
Download Reports
Interactive reports | Document reports (PDF) | |
How to start | Click the ⋮ menu on the report and choose Download. | Select the auction and click Create. |
Where the file goes | The download runs as a job on the Downloads page. | The PDF goes straight to your computer. |
How long it stays | 7 days on the Downloads page. | Not listed on the Downloads page. |
To find an Interactive report download, click Downloads in the sidebar under Reports.
Add Your Logo and Set Display Options
Click the Settings gear at the bottom left of the sidebar.
Under Upload Your Logo, drag and drop your logo or click to browse for a file. The file must be 500 KB or smaller.
Check the preview. To take the logo off, click Remove Image.
Click Save. Future reports will include your logo.
Settings also lets you choose your Date Format and how negative amounts show: -$100 or ($100).
What Reports Cannot Do
Reports cannot be scheduled or emailed from AF360. To share a report, download it and send the file yourself.
Key Metrics Definitions
Overview
Lots Sold - Count of lots sold
Average Sale Price - Total Hammer ÷ Lots Sold
Net Income - Income after deductions
Registered Bidders - Total registered
Winning Bidders - Unique bidders who purchased
Buyer Invoice Breakdown
Hammer Value (Sold) - Sold lots
Hammer Value (Buy Back) - Buy back lots
Total Hammer Value - All sold + buy back
Tax, Fees, BP, Surcharges, Discounts, Rounding, Total - Invoice breakdown
Seller Settlement Breakdown
Seller Lot Expenses, Commission, Tax - Seller costs
Total - Combined seller deductions
Buyer Payments
Cash, Check, Global Payments - Sorted by payment type
Total - Combined revenue
Lot Statuses
Not Clerked, Sold, Passed, Buy Back, Hold - Count by status
Financial Totals
Gross Revenue - Buyer + Seller metrics
Owed to Sellers - Hammer - Seller Costs
Net Revenue - Gross - Owed to Sellers
Auction Expenses, Salesperson Commission, Tax - Deductions
Net Income - Final total after expenses
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