1. Create a Report
a) Go to the Reports page and click Add
b) Click Folder if you'd like a place to store your Report. Enter a name for the Folder
c) Or click Report without placing it in a Folder
NOTE - you can always move it into a Folder later - see step 9.
b) On the pop-up, choose which Data Source you'd like to run the report with:
Performances - this will run the report by Transaction Items, e.g. Tickets, Products, Adjusters
Orders - this will run the report by Payment Items, e.g. payments made with Card or Voucher
Availabilities - this will run a report for your Availability Statuses, where you can check the capacity total and remaining of your Allocations or Locks
Vouchers - this will run a report for transaction items with your Vouchers
Opt Ins - this will run a report for your marketing Opt Ins
c) In the top-left box, enter the name of the report
NOTE - once you've added anything to a report, the Save button will appear. If you want to leave the page after making any changes, you must click Save in order for the changes not to be lost.
2. Add Fields
a) Click Manage Fields
b) On the pop-up, click on the Fields you'd like to report on and click Done
3. Add Metrics
a) Click Manage Metrics
b) On the pop-up, click on the Metrics you'd like to report on and click Done
NOTE - You can order your Fields and Metrics how you like by moving them up and down in the Selected section on the right of the pop-up. Those at the top of this list will be the furthest to the left of your column headers.
4. Add Filters (optional)
a) Click Filters
b) On the pop-up, click Add Filter
c) In the dropdown, select or type in the Fields/Metrics you'd like to filter by
d) Once chosen, click Apply
e) To remove any Filters, click the 3 dots to the left of the Filters and click Remove
5. Run Report to see data
a) Click Run Report to see the results
b) You will need to click Save if you'd like this data to stick after leaving the page
6. Group your data (optional):
a) Click the Group By dropdown in the top right
b) select from the Fields that you have selected, e.g. Event Name
c) Once selected, these will form your rows
7. Manage Dates
a) Click Dates
b) Choose the Time Zone, NOTE - if you are reporting for your billing, you must select Etc/UTC as that is the Time Zone we bill for
c) Choose the Performance Start Date Time options and choose the Granularity
d) Choose the Transaction Completed at options and choose the Granularity
e) Choose the Transaction Expires at options and choose the Granularity
8. Save and Export
a) Click Save to save your changes.
NOTE - Changes are not automatically saved on Reports. When leaving the page, make sure to click Save in the top-right to make sure any changes are not lost.
b) Want to save any changes but to a new, separate report? Click Save As
c) On the pop-up, enter the name of the new report and click Submit
d) These will then appear in your Reporting list as two separate reports
e) To download a copy of the report, click Export
f) On the pop-up, select either CSV or PDF and click Export
9. Want to delete your Report?
a) Click Delete on the Report page
b) Or on the Folders tab, click the 3 dots to the right of the Report and click Delete
c) You can also click Copy if you'd like to duplicate the Report
10. Want to place your Report into a Folder?
a) On the Folders tab, click Add and then Folder
b) On the pop-up, enter a name for your Folder and click Confirm
c) Click and drag your Report into your new Folder
Learn more - Folders
11. Set User Access
a) To set access for a Folder, click the 3 dots to the right of the Folder
b) Want to provide access to all users in the Organisation? Set Organisation Access and choose either Viewer or Editor
c) Want to set access just for a specific user? Set User Access and search for their Email Address in the dropdown
d) Once it's appeared, select Email Address and then click Add
e) Choose whether they have Viewer or Editor access and click Save
f) Any reports within this Folder will inherit the user access for that Folder
g) If you wanted to set user access for a single Report but not the entire Folder, click the 3 dots next to that Report and set access on the pop-up