Reports allow you to track sales, revenue, marketing and account information, all in real time from your dashboard.
This article covers:
For a list of what reports we have available, see: Available Reports
Viewing and downloading reports
To view a report:
- From the left menu, click Reports
- Select the report you'd like to view
Reports are grouped into the following categories:
- Commonly Used
- My Favorites
- Event Reports
- Account Reports
- Marketing Report
- Fundraising Reports
- Other Reports
- If prompted, select the event name and session time you'd like to report on from the drop-down list
Some reports will have a tick box that says All bookings. Unticking this box will allow you to select a booking date range to report on - Click Generate report
Downloading reports
When a report is generated, it loads a preview of your data and the report toolbar.
To download the report:
- If the report has a Download button, click on it and select the file type (PDF or CSV)
- If the report does not have the Download button, you will be able to use the toolbar.
From the file type drop-down menu, select your preferred file type. Most spreadsheet programs, like Excel and Sheets, will open a CSV, though you can also export Excel files (XLS) - Click the save button
Sharing reports
If you have someone who needs to access reports regularly, or at a time when you won't be available, consider setting them up with producers access. This grants them access to only the reports you select and does not give them access to the rest of your account.
How to favorited reports
Adding reports to your My Favorites tab allows you to access reports that you use on a regular basis without having to search for it.
The My Favorites tab is save to the user level, rather then shared across users on an account. This allows you to have a list that is unique to your user needs without having to
To add a report to My Favorites:
- From the left menu, click Reports
- Navigate to the report you wish to access
- Use the Add to favorites toggle or tick box to enable
With 'add to favorites' enabled on the report, it will be automatically be visible under My Favorites:
To remove a report from My Favorites:
- From the left menu, click Reports
- Select My Favorites from the top reports menu
- Click on the report you with to remove
- Use the Add to favorites toggle or tick box unselect this option