Purpose
These reports provide transparency into financial activity on consignor accounts. They help you track manual changes made by staff and monitor pay-ins toward fees like rent. These are essential tools for auditing, reconciling, and ensuring accurate account management.
To learn more about creating customer reports, please view our Custom Reports Overview guide.
Report Setup
Manual Adjustment Report
Description:
This report displays all manual adjustments made to consignor accounts, including custom credits, charges, and corrections. It helps you audit who made changes, when they were made, and why—critical for financial accountability and internal reviews.
Base:
Consignor Account Activity
Fields to Include:
| Field Name | Description |
| First Name | Consignor’s first name |
| Last Name | Consignor’s last name |
| Amount | Value of the manual adjustment |
| Description | Reason or note for the adjustment |
| Date Created | When the adjustment was made |
| Created by User | User who performed the adjustment |
Filters:
| Filter | Use Case |
| Manual Adjustment is true | Only include manual account changes |
| Date Created is after [start date] | Start of audit range |
| Date Created is before [end date] | End of audit range |
Consignor Pay-In
Description:
This report shows which consignors have submitted pay-ins, such as rent payments. It is useful for verifying who has paid, when, and how much—supporting fee tracking and rental compliance.
Base:
Consignor Account Activity
Fields to Include:
| Field Name | Description |
| Consignor ID | Internal account number |
| First Name | Consignor’s first name |
| Last Name | Consignor’s last name |
| Amount | Amount paid in by the consignor |
| Description | Purpose or label of the pay-in (e.g., rent) |
| Date Created | When the pay-in occurred |
Filters:
| Filter | Use Case |
| Description is Pay-In | Include only rent-related payments |
| Date Created is after [start date] | Track recent payments |
Tips
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Use manual adjustment reports to verify accuracy and accountability for account changes.
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Regularly run the pay-in report to ensure rent payments are up to date.
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Pair with Consignor Rent Paid reports for a full view of fee collection and account health.