Pre-made and custom reports
The reports section features numerous pre-made reports which you can use just as they are. However, everyone has different needs and it is expected that these pre-made reports will not meet all your requirements. This is why all these reports can be modified as little or as much as you need. You can then save these modified reports as custom reports for on-going and future use.
REPORT PAGE LAYOUT
The reports page has three distinct sections:
A. Filters
Filters enable you to limit the data you want to report on; for example sales between a certain date, specific events or transactions only paid by card. You can select the as many filters as you need.
Please note that some filters are more about formatting the data, such as hiding the currency symbol and currency formatting (useful if you want to export the report in a spreadsheet and perform calculations). Others are report-specific and detailed in the report types section below.
B. Fields
Fields enable you to see attributes of the stat in the report; for example the Total Gross in a sales report, the payment method in a transaction report or the purchaser's name in an attendance report. They can also be understood as the columns you have in reports.
When added, fields are added at the bottom of the active fields list; you can re-order the fields by dragging them so that the order of the columns in the report makes the most sense.
C. Report
This is where the data is displayed: it reflects the filters that have been set and the shows the information determined by the fields. These reports show the live data when you first create them, when you open them again or when you refresh them manually from the refresh link on the top left on the report (refreshing the browser will not refresh the report).
This is where the data is displayed: it reflects the filters that have been set and the shows the information determined by the fields. These reports show the live data when you first create them, when you open them again or when you refresh them manually from the refresh link on the top left on the report (refreshing the browser will not refresh the report).
REPORT TYPES
There are a wide variety of report types such as sales reports, attendance reports, orders reports, etc. For each type there is a selection of pre-made reports which you can run as they are or more likely use as a starting point to create a custom report that meets your exact needs. Depending on the report type, certain fields and groupings are available.
Important considerations
- Tickets, products, gift vouchers, etc. are sale items: when you run a ticket sales report it will only include tickets and therefore will not match a sale report that includes all sale items.
- Orders have a value and are associated with a payment method, e.g. a cash sale of £10, an offline refund of £10 or a £10 order issued as complimentary. By default orders and transactions always have a value and this value is always positive.
- If you want to see refund transactions with negative values (e.g. a refund of -£10) you need to display (from the filters list) and enable the "Use negative values for refunds" option.
- If you want to see complimentary transactions with a zero value you need display (from the filters list) and enable the "Show complimentary as zero" option.
- Monetary values are displayed with the relevant currency symbol and formatted according to the currency. If you need to manipulate these values in a spreadsheet once exported, you must remove the currency symbol and currency formatting. To do this you need to display (from the filters list) and enable the "Hide currency symbols" and "Hide currency formatting" options..
AUTOMATIC REPORTS
Custom reports can be scheduled to run automatically at a set frequency and be emailed to recipients you choose. To schedule a custom report, open it and select "Schedule Report" from the top right-hand corner drop-down menu (next to the "Save changes" button). Please note that you can only schedule a saved custom report.
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