Scroll down for the Step-by-Step Guide on how to build a report
KEY TERMS & TIPS:
How does reporting work on Line-Up?
There are three parts to reporting - Reports, Dashboards and Report Schedules. You can customise each of these elements to suit your reporting needs.
Reports are individual aggregates of data that can be displayed as a table or chart.
Dashboards are groups of reports arranged in a customisable grid.
Report Schedules is where you can schedule a report to periodically be sent via email.
For the full guide on reporting terms, including a full glossary, go here.
How do I run a report?
Via the Reporting page, selecting Reports and then choosing the fields, metrics and filters you'd like to run for your customised report.
For full instructions, see our Step-by-Step Guide below.
Why can't I see the data I expected?
It may be that you haven't clicked Run Report. Click this button to see all current data.
If it's still not looking correct, make sure you've applied the correct fields, metrics and filters.
If you want to exit the report, make sure you click Save so that any changes aren't lost.
Why won't my report run?
This might be because of the amount of data you are trying to run.
You are allowed a maximum of 10,000 rows of data for a report, otherwise it won't run.
Please contact us here if you are having issues running your report.
Is there a way to see only tickets in my report?
Yes, by adding the filter Transaction Item Kind is = Ticket.
We also recommend adding the following filters to ensure the report only contains active, sold tickets:
- Item Is Void = false
- Transaction Status is = Complete
- Transaction Type is = Sale
This will exclude any items that are returned or still in the basket from your report.
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STEP-BY-STEP GUIDE:
1. Create a Custom Report
a) Go to the Reporting page and select Reports
b) Click New Custom Report
c) 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, fees. If you'd like to report on performances and include even performances where you haven't sold on anything, choose this option
- Orders - this will run the report by Payment Items, e.g. payments made with card/voucher. This will only pull data where there is a transaction - unlike Performances, Orders will only show you performances where you have sold an item.
- 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
d) In the top-left box, enter the name of the report. 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
2. Add Fields
NOTE - to create a report, you need to add at least one Field and one Metric
a) Click Manage Fields
b) On the pop-up, click on the Fields you'd like to report on and click Done
NOTE - You will have different options appear for Fields depending on the type of report you are running. See here for the different options to select for all different types of report
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 will have different options appear for Metrics depending on the type of report you are running. See here for the different options to select for all different types of report
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 Manage Filters:
b) On the pop-up, click Add Filter and select the Fields/Metrics you'd like to filter by
NOTE - to remove any filters, click the bin icon to remove the specific field/metric and then the red circle icon to remove the filter completely
5. Run Report to see data
6. Group your data (optional):
a) Click the Group By dropdown in the top right and select from the Fields that you have selected, e.g. Event Name. Once selected, these will form your rows:
b) Choose the Performance Start Date options to group by, e.g. Today, Tomorrow, Last 7 Days or choose your own custom options:
c) Choose the Performance Start Time options to group by, e.g. Hour, Day, Week, etc.
d) Choose the Transaction Completed at and Expires at options to group by, e.g. Today, Last Week, This Year and then when to Group By, e.g. Day, Week, Month
7. 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
And then in the pop-up, enter the name of the new report you'd like to create and click Submit
These will then appear in your Reporting list as two separate reports
c) To download a copy of the report, click Export
d) On the pop-up, select either CSV or PDF and click Export
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