Entry Reports

Registration Form Reports

Media Items Reports

Invoices and Payment Reports

Viewing Reports

Voting Reports

Users Reports

Admin Users Reports

Site-Wide/All Activity Reports

1. Click on Add
2. Add a Test Scenario Name of your choice
3. Choose an Invoice Creation Date. Use this field if you have set up rules that affect the price depending on the invoice creation date.
4. Pick a Price Structure to match the one that was selected while creating the price entity.
5. Select an Organisation Type that you want to test the invoice for.
6. Choose the Billing Country – this field is set by standard to United Kingdom of Great Britain and Northern Ireland, can be changed as needed. If you have tax rules configured, you can test it using any other country to see how those rules would be applied.
7. Set whether the organisation should be VAT registered or not. Users are able to add a VAT number when they register an account with Nucleus. This can be updated at any point on the Account Details’ Section on the User’s personal profile.
8. If applicable, add the Desired VAT Exempt Total for the test organisation
9. Add the Desired Subtotal. Here, you should enter the price you expect the entry to be charged based on the criteria you’ve configured. For example, if you’re testing an early bird discount for entries submitted in a specific category during a certain period, you’ll need to specify the amount you anticipate being applied. The system will then indicate whether the correct rules have been set for the expected price to be applied.
10. Select the Number Of Entries you wish to test the invoice for.

At this point the system asks to to provide certain information for each individual entry:

1. Add the Entry Submit Date, which might differ from the Invoice Creation Date
2. Select which award Category the entry belongs to, if applicable.
3. Select which Nomination the entry is part of, if any.
4. Questions – Here you can add any questions in the form where you’ve applied a price per question. For example, if you have a question such as “How many tickets do you want?” where the answer is a number, you’ll need to enter the question ID followed by the expected value. The format should be QuestionID:Value. For instance: 71639:Tomato or 19371:1; 18371:5. If you want to enter multiple values, they must be separated by semicolons.
5. Add the amount of Discount to apply, if any.
6. Click on Save and then on Back

Now you are able to see the list of scenarios created using the above steps. Click on the three dots on the right hand side of any of them to Run Test Scenario, Edit, Copy (duplicate), or delete it.

Upon running the test, a new page will open with the result of your scenario setup. This allows users to verify the effectiveness of their payment structure.

1. How to Access and Use Export Format Variants
2. Log in to the Admin Interface
3. Navigate to the Reports page using the left-hand menu
4. Select Finance Reports
5. Set the desired filters:
   • Created After / Paid After date range
   • Optional time presets (e.g. Yesterday, This Month, This Voting Season)
   • Award, Type (Invoices, Credit Notes, Any), and Status (Paid, Unpaid, Any)
6. Leave Award Company Code and Award Classification Code set to Any, unless specific filtering is needed
7. Under Export Format, choose Variant A, B, C, D, or E
8. The columns included in your selected variant will be displayed under Export Columns
9. Click Download to export your report

Export Format Variants: Overview

Variant A

Standard summary report for payment tracking.
Includes: Invoice ID, Entrant, Organisation, Entry Title, Award Name, Amount, Status, Created Date.

Variant B

Expanded to include finance-specific identifiers.
Includes everything in Variant A, plus: Company Code, Classification Code, Payment Date.

Variant C

Used for tracking credit notes and invoice relationships.
Includes everything in Variant B, plus: Invoice Description, Credit Note Info, Entry ID.

Variant D

Comprehensive export for detailed reconciliation or audit.
Includes everything in Variant C, plus: VAT Details, Entry-Level Metadata, Notes.

Please note that New Field Mappings include:

• Type now maps to Organisation Type

• Town/City maps to Billing Address Town/City

• Country maps to Billing Country

• VAT Number maps to the VAT Number recorded for the transaction
  

Variant E

Finance System Integration Format – provides a structured layout for importing into external accounting software (e.g. Access Dimensions).
Includes:

• Link Ref
• Transaction Type
• Transaction Date
• Financial Period
• Financial Year
• Your Ref
• Sales Rep
• User Defined Field 10
• Currency
• Line Description
• Unit Price / Cost Rate
• VAT CODE
• VAT Amount
• Cost Centre
• Dept Code
• General Ledger
• Clank Column
• Company Name

Please note that this Variant Report now includes decimal formatting in currency-related fields. For example: figures previously shown as 100 will now appear as 100.00 in both the Unit Price and VAT Amount columns.