Custom Reports

We are excited to introduce a new feature that allows you to create custom reports tailored to your specific needs. This feature enables you to generate detailed reports with selected data columns, providing valuable insights into your events.

How to Create a Custom Report

Follow these steps to create a custom report:

Log in to Your Dashboard: Access your account and view your dashboard.
Go to Charts & Reports: Navigate to the Custom Reports section from your dashboard menu.
Create Report: Click on the Create Report tab.

Steps to Set Up Your Custom Report

Select an Event: Choose the event for which you want to generate the report.
- Use the Select Range option to specify a date range, or choose All Active Events to include all ongoing events.
Choose Report Type: Select the type of report you want to create. You can choose between Transaction Report and Attendee Report.
Enter Report Name: Provide a name for your report in the Report Name field.
Select Sales Channels: Choose the sales channels you want to include in your report from the Sales Channels dropdown.
Select Data Columns: Choose at least one column to include in your report from the available options. Here are the options for each report type:

Transaction Report

Event Name with Start/End Dates
Event Start/End Dates
Event End Date
Venue
Amount Paid
Purchaser First Name
Purchaser City
Transaction Date
Email
Referral
Last Four
Scan Ins
Company
Shipping First Name
Shipping Address – Line 1
Shipping City
Shipping Zip
Chargeback Lost
Event Name
Event Start Date
Confirmation Number
Total Tickets
Purchaser Full Name
Purchaser Last Name
Purchaser State
Promotion Code
Sales Channel
Mobile
Payment Type
Taxes
Shipping Full Name
Shipping Last Name
Shipping Address – Line 2
Shipping State
Shipping Phone

Attendee Report

Confirmation Number
Ticket Type
Ticket Number – (ie 1 of 3)
Attendee First Name
Ticket Value – (After Discount)
Promotion Discount
Scanned In
Scan Device
Season Pass Number
Ticket Type with Price Point
Price Point
Attendee Full Name
Attendee Last Name
Face Value
QR Code
Scan Date
Seat

Create Report: Once you have selected your desired columns, click the Create Report button to generate your custom report.

Benefits of Custom Reports

Tailored Insights: Generate reports with data specific to your needs, providing more relevant insights.
Flexible Data Selection: Choose exactly which data columns to include, ensuring you get the information you need.
Improved Analysis: Custom reports help you analyze event performance more effectively by focusing on the most important metrics.

Conclusion

The new custom reports feature is a powerful tool that allows you to create detailed, tailored reports to better understand your event data. Be sure to utilize this feature to enhance your event analysis and decision-making processes.

For any questions or further assistance, please contact our support team.