Custom Reports

Navigate to: Menu > Budgeting & Settlements > Custom Reports

Overview

Custom reports let you build your own report and decide exactly what information is shown. Use them to create the reports your venue needs, such as a performance settlement report, a box office sales report for a promoter, or a customer list for a show.

Create a custom report

•       Go to Budgeting & Settlements > Custom Reports

•       Click Add Report

•       Name: Enter a name for the report, for example "Weekly Box Office Sales"

•       Description: Enter a short description of what the report shows

•       Filename: Enter the name the file will be saved as when downloaded

•       Title: Enter the title that will appear at the top of the report

•       Orientation: Choose whether the report displays in landscape or portrait

•       Paper Size: Choose the paper size for printing

•       Customize Columns: Choose any columns you want to hide

•       Order By: Choose the column the report is sorted by, in ascending or descending order (for example, Performance Date ascending)

•       Drag and drop the columns to set the order they display on desktop

•       Drag and drop the columns to set the order they display on mobile

•       Click Save

Your new report will appear in the table below.

Available columns

You can include any of the following columns in your report:

•       ID: The order ID

•       Purchaser: The customer who placed the order

•       Contact: The contact linked to the ticket

•       Contact Phone, Contact Email and Contact Address: The customer's contact details

•       Status: The status of the order

•       Payment: The payment method used

•       Transaction Date: The date the order was placed

•       Last Update: The date the order was last changed

•       Item: The show or product bought

•       Booking Date: The date and time of the performance

•       Item Variant: The ticket type, for example Adult, Concession or Child

•       Venue: The location or auditorium

•       Section: The seating area, for example Stalls, Circle or Balcony

•       Seat: The seat number

•       Package: Any package or subscription the ticket was bought as part of

•       Entrance: The entrance or door the ticket is assigned to

•       Shipping: The delivery method, for example e-ticket, post or collect from box office

•       Scanned: Whether the ticket has been scanned at the door

•       Rejected: Whether a scan of the ticket was rejected

•       Inside Charge and Outside Charge: Fees or taxes included in, or added on top of, the ticket price

•       Total Inside Charge and Total Outside Charge: The total of those fees or taxes

Report ideas for theatres

•       Performance settlement: Item, Booking Date, Item Variant, Section, Payment, Inside Charge and Outside Charge, to help settle with promoters and companies

•       Box office sales by show: Item, Booking Date, Item Variant and Transaction Date, sorted by Booking Date

•       Front of house list: Purchaser, Section, Seat, Entrance and Scanned, sorted by Seat

•       Customer contact list: Purchaser, Contact Email, Contact Phone and Item, for show updates or cancellations

•       Postal delivery list: Purchaser, Contact Address, Shipping and Item