Example Reports

See below for a list of example custom reports.

NOTE - these are suggestions based on common examples. You may need to add different fields, metrics and filters and group them in a specific way that suits your needs.

See here for full instructions on how to build a report.

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1. Event Advance Sales - by Performance

To see advance sales for an event, performance by performance, create a Performances report and select the below.

Fields:

• Event Name
• Performance Day of Week
• Performance Date Time

Metrics:

• Sold Gross Value
• Sold Tickets
• Comp Tickets
• Reserved Gross Value
• Reserved Tickets

Filters:

• Event Name is
• Transaction Item Kind is: Ticket
• Transaction Item Kind is: Price Adjuster

NOTE - using the above will mean that returned items will appear. If you don't want to include returned items in this report, also add the following filters:

• Transaction Type is: Sale
• Item Is Void is: False

• Group By = Performance Start Date Time
• Performance Start Date Time = From Today
• Transaction Completed at = Before Today

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2. Daily Wrap

To see a daily wrap of tickets sold for your events, create a Performances report and select the below.

Fields:

• Event Name
• Channel Name

Metrics:

• Sold Tickets
• Sold Gross Value
• Comp Tickets
• Reserved Gross Value
• Reserved Tickets

Filters:

None, unless you'd like to run a wrap for a specific event. If that is the case, add an Event Name is filter.

• Group By = Channel Name
• Transaction Completed at = Today

NOTE - using the above will mean that returned items will appear. If you don't want to include returned items in this report, also add the following filters:

• Transaction Type is: Sale
• Item Is Void is: False

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3. Attendees List

To see daily attendees for a particular event or performance, create a Performances report and select the below.

Fields:

• Performance Start Time (if you have multiple performances in a day)
• Customer Full Name
• Customer Email Address
• Transaction Reference
• Price Band Name
• Price Variant Name
• Transaction Note

Metrics:

• Item Count

Filters:

• Event Name is
• Transaction Item Kind is: Ticket
• Transaction Type is: Sale
• Item Is Void is: False

• Performance Start Date Time = Today (if you're reporting on attendees for only today's performance - otherwise, select your chosen time period)

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4. Products by Performance

To see products sold for a particular event or performance, create a Performances report and select the below.

NOTE - Products must be linked to performances in order for them to show in a Performances report. If unlinked, they will show in an Orders report but not next to any performance data. To learn how to link to performances, see our Products help article.

Fields:

• Performance Start Date
• Performance Start Time (if you have multiple performances in a day)
• Customer Full Name
• Product Name
• Price Variant Name - optional, if you have multiple Variants
• Transaction Note

Metrics:

• Sold Gross Value
• Item Count

Filters:

• Transaction Item Kind is: Product
• Transaction Type is: Sale
• Item Is Void is: False
• Product Name is

• Performance Start Date Time = From Today (if you're reporting on attendees for only future performances - otherwise, select your chosen time period)
• Group By = Performance Start Date

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5. Availability report (Reserved Seating)

To see the Availability Statuses on seats, create an Availability report and select the below

Fields:

• Event Name
• Performance Date Time
• Availability Status Type
• Availability Status Name
• Seating Object Area
• Seating Object Row
• Seating Object Seat Label
• Seating Object Sector

Metrics:

• Total Remaining
• Total Unavailable

Filters:

• Event Name is
• Availability Status Name is

• Group By = Performance Date Time

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6. Voucher Use

To see voucher use in transactions, create a Vouchers report and select the below

Fields:

• Voucher Initial Balance
• Voucher Code
• Customer Email Address
• Voucher Is Expired

Metrics:

• Credit
• Debit
• Net

Filters:

If you want to only include valid vouchers, i.e. not expired and still have value remaining, then add:

• Net is not: 0
• Voucher Is Expired: false

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