This section describes the core reports, including a description of each report. Some report descriptions also include a description of the criteria used to run the report and a description of the report’s output.
There are several 'Date Formats' that are used across reports. Some of them have different meanings depending on the type of report in which they appear.
You can also define certain report and BI styles to suit your needs. Labels within report and BI outputs can be configured using the applicable Registry - Registry::EN::Application::Business Intelligence and Reports::Report Labels node.
Report Terminology
The reports can be broken down into two main categories:
•Historical: Historical reports contain 'Date Format' dropdowns that allow you to generate for configurable range of dates. For example, the Ticket Sales report allows you to view the sales for a specified period of time.
•Current State: Current State reports do not allow you to define a date range, but instead always shows the current state. For example, the Event Popularity report will display how many admissions have been sold to date.
The following outlines some of the terminology that is used with the generated reports:
•Sold: Items that are on orders, regarless of whether or not they have been paid for.
•Paid: Items that have been paid for.
•Allocation: The process of applying payments to items on an order.
For more information, refer to the Payment Allocations.
▪Partial Allocation: A partial payment on an order is allocated to one or more items on the order in a specific sequence, depending on the allocation strategy being used.
For more information, refer to the Partial Allocation.
▪Full Allocation: A partial payment on an order will remain unallocated until the order is fully paid.
For more information, refer to the Full Allocation.
Access Control Reports
The following reports can be used to report on ticket usage as updated by Access Control:
•Real Time Access Control Report
The Real Time Access Control report displays the number of tickets scanned for a range of events, users, sections, gates, rows and dates. Totals are displayed for those tickets scanned in, out, and re-entered as well as for scanning failures. The resulting output can be displayed with or without detail.
•Scanned Tickets by Hour Report
The Scanned Tickets by Hour report displays, for a range of events and specific date, the number of tickets scanned and mark description. The report groups results by mark description and by the selected time interval (either by the hour or 15-minute intervals).
•Scanning Failures Report
The Scanning Failure report displays the number of failed ticket scans, the location those failed scans occurred, and the nature of the failure.
•Sold Tickets by Gate
The Sold Tickets by Gate report displays the number of admissions expected to be presented at each gate for a particular event.
The Ticket Usage report also reports on used tickets. For more information, refer to Ticket Usage Report.
Accounting Reports
•AV Transaction Report
The AV Transaction report displays paid or sold count values for single admissions, bundle admissions, donations, miscellaneous items and gift certificates. It will also break out zero value tickets (comps) for both single admissions and bundle admissions.
•Daily Payment Summary Report
The Daily Payment Summary report totals processed payments for a specific date and displays results by user, user role and payment type.
•End of Day by GL Code Report
The End of Day by GL Code report displays payments and allocations for a given time period by GL code; Venue Group; or Venue Group, Event Series and Item Category. This report displays how payments are allocated to events, requests, charges, funds, gift certificates/cards and miscellaneous items. Items with more than one category will appear multiple times.
•End of Day Summary Report
The End of Day Summary report displays total payments and payment allocations for a given time period by series and/or event. Using the detailed view of this report, you can view allocated payments by user role or user role group.
•Event Order Allocations Report
The Event Order Allocations report displays the total value of admissions, charges and requests that have been allocated and an itemized list of allocated charges.
•Event Payment Allocations Report
The Event Payment Allocations report displays the payment allocation of allocated or de-allocated orders to admissions, requests, taxes, and service charges by payment method, admissions and/or requests. Unallocated payments are not included in this report.
•General Ledger Oracle 1 Report
The General Ledger Oracle 1 report is a variation of the core General Ledger report, providing an output suitable for many Oracle and other detailed imports into General Ledger software. It has a summary line per 'GL Code' where transactions occurred for the given date. Transactional information on all sales and payments plus some predefined fields will be included for all items.
•General Ledger Oracle 2 Report
The General Ledger Oracle 2 report displayspayments and payment allocations to sellable items, with an output format designed to be exported to an Oracle General Ledger system. Use Day of Sale mode to report on payments and allocations which happened on the selected days. Use Day of Event mode to report on allocations for events, charges and miscellaneous items with start dates on the selected days. Day of Event mode is designed for recognizing revenue on the day of the event.
•General Ledger Report
The General Ledger (GL) Report displays detailed transaction information on all sales and payments over a specified date range.
•Payment Details Report
The Payment Details report displays payments and/or refunds (refunds, cancels and voids) by payment method for a given time period. All payments are displayed in this report, allocated or not.
•Payment Gateway Transaction Summary Report
The Payment Gateway Transaction Summary report displays all payment gateway sales, voids, and refunds for a range of dates and summarizes declines and failures. This report does not include cancelled payments.
•Sales Audit Report
The Sales Audit Report displays the payment allocation on all sellable items.
•Sales by Series Event and Price Type
The Sales by Series Event and Price Type report displays event totals and percentages for sold tickets, unpaid tickets, held seats, comp. seats, and available seats, number and value of seats by price type, as well as service charge totals for a range of events.
•Sales Report by Series Event Report
The Sales Report by Series Event report displays detailed ticket sales information for a series. You can filter this report by event date enabling you to view sales information for a single event or across several events.
•Unallocated Payment Details Report
The Unallocated Payment Details report displays unallocated payments for a given date range by order number. This report enables you to view the details behind the unallocated amount on the End of Day Summary report.
•Unbalanced Orders Summary Report
The Unbalanced Orders Summary report displays all orders with a balance owing and/or a credit balance.
Dashboards
•Daily Sales Dashboard
The Daily Sales dashboard compares two distinct days of paid income. It displays total income, income per role, total number of orders and the average order value. Income by hour is plotted on a line graph using the same date range comparison. It also displays the top ten promotions resulting in paid admission income sorted by value or count, and the top ten email messages resulting in paid income sorted by total order value.
•Fundraising Dashboard
The Fundraising dashboard displays the number of donors and the total pledged amount for the current fiscal year, the current calendar year and the current week (Sunday to Saturday). It displays the number of new donors this week and the current value of all unpaid pledges. It charts the total pledge amount, the opportunity amount and the goal amount for appeals or funds. It also displays the largest pledges, new donations, donors attending events and donors without correspondence over specified date periods.
•Notes Dashboard
The Notes dashboard displays the due and overdue notes that have been created by or are owned by the current user.
•Sesame Dashboard
This dashboard report is used by the Sesame mobile app. It displays information about the number of admissions sold and their values and includes a per price zone breakdown for the current event. It also displays the number of tickets that have been scanned into the event.
•Sesame Payments Summary Dashboard
This dashboard report is used by the Sesame mobile app. It displays a summary of payments received by the current user that day per payment method and the payment values.
•Ticket Sales Dashboard
The Ticket Sales dashboard displays the total sold amount and count, the total paid amount and count, the total unpaid amount and count, the average price ticket price, the total sold count as a percentage of the capacity, the total number of unaccepted offers and the total number of comps for a given series.
Digonex Reports
•Digonex Daily Availability Report
The Digonex Daily Availability report displays daily availability data for the selected venues, series and events for a given date range for use with Digonex's dynamic pricing.
•Digonex Daily Sales Report
The Digonex Daily Sales report displays the daily sales data for the selected venues, series and events for a given date range for use with Digonex's dynamic pricing.
Donations Reports
•Donation by Sales Date Report
The Donation By Sales Date report displays pledge amounts, allocated donation amounts, and unpaid donations for a specified date range for selected campaigns, programs or appeals. Results are grouped by month, week or day.
•Donor Biography Report
The Donor Biography report displays a complete donor history for a customer including donor activity, memberships, donation transactional history, bundles and contact history.
•Donation Detail Summary ReportZ
The Donation Detail Summary report displays pledge information by program, campaign, and appeal including pledge amounts and outstanding pledges. This report has a detailed view which enables you to view pledge information itemized by order.
•Funds Detail Report
The Funds Detail report summarizes the pledges made to selected funds and provides a detailed list of pledges and orders that contribute to each fund.
•Opportunities and Goals Report
The Opportunities and Goals report displays pledge amounts and counts; goal amounts, counts, and expenses; and opportunity amounts and counts, for a specified date range for the selected funds, and appeals.
Marketing Reports
•Call Over Report
The Call Over report lists the details for all of the customers who have tickets on order for a specified event.
•Customer Biography Report
The Customer Biography report displays a summary of the purchasing history for a customer
•Email Marketing Report
The Email Marketing report displays metrics for an email marketing campaign either defined by appeal or message.
•Front of House Report
The Front of House report displays details about sales, and specific customers and order for a specified event.
•Question Response Summary Report
The Question Response Summary report shows all questions and their responses by series and event. You can run this report for specific venues, series, event date range and/or events.
•Ticket Usage Report
The Ticket Usage report displays the total number of tickets bought or assigned, printed and used by series. It also provides a use percentage by customer.
Miscellaneous Items Reports
The Miscellaneous Items report displays the net value of miscellaneous items (both sold and paid). You can use this report to view additional details about the sales of miscellaneous items.
Pricing Reports
•Event Pricing by Date Report
The Event Pricing by Date Report displays price calculation breakdowns for price rows.
•Event Pricing by Price Type Report
The Event Pricing by Price Type Report displays calculated prices for selected events on all pricing intervals within a range.
Sales Reports
•Admission Release Summary Report
The Admission Release Summary report displays orders, number of seats, and value of the seats released by role and user for a range of events, roles, users and release dates.
•Admissions by Delivery Method Report
The Admissions by Delivery Method report provides the total the number of tickets per delivery method, for the selected series or event over a particular sales date range. You can use this report to assess ticket mailings or estimate printing.
•Agent Event Sales Report
The Agent Event Sales report displays the ticket sales and charges by agent, based on the orders to which the selected agents are attached.
•Allocated Admission Detail Report
The Allocated Admission Detail report displays the payment allocation of allocated and de-allocated orders for a given allocation date range by admission. The report displays details about the order, the admission and the payment allocations
•Bundle Event Requests Report
The Bundle Event Requests report displays information about bundle and event requests over a range of request dates, events, price zones, and request states for a range of users.
•Bundle Sales Report
The Bundle Sales report displays the number of bundles, gross totals, total bundle charges and taxes, amount paid and amount due on owing orders by bundle name, group, or description.
•Comp Admission Details Report
The Comp Admission Details report displays all orders that contain complimentary admissions (comps). A complimentary admission is any admission sold with a zero total value. This report displays the order number, contact, number of complimentary admission and non-complimentary admissions on the order and the order value, over a range of series, events, roles and dates.
•Event Against Budget Report
The Event Against Budget report displays sold, paid and comp tickets as well as the budgeted amounts and counts. The report can be run for a specific date range to compare to the budgeted amount.
•Event Audit Report
The Event Audit report displays the ticket and bundle sales for today and total sales to date for a single event or range of events. This report also provides a summary of unsold tickets and the seating capacity.
•Event Availability by Price Zone and Hold Report
The Event Availability by Price Zone and Hold report is used for general admission festivals. It details the state of all of the events at the festival across all venues and series at any given time by event, paid, comp, available and held tickets by hold type and monetary value.
•Event Availability Report
The Event Availability report displays counts and values for open, held, sold, unpaid and complimentary seats by price zone for selected events within a given series.
•Event Host Attendance Report
The Event Host Attendance report provides details about customers attending an event.
The Event Pacing Report displays projection, budget, actuals, paid, unpaid, comps, holds and opens for events. It can be run for a specific date range, as well as including sales counts and amounts for two additional date ranges.
The Event Popularity report displays the admissions sold (allocated and unallocated), the net value of sold admissions (excluding taxes and service charges), and the percentage of the total capacity sold for a selected series.
The Event Price Analysis report displays ticket sales by price zone, price type and promotion, including the actual selling price and the model price. It allows you to compare the effectiveness of various pricing strategies and promotional pricing, compared to model pricing.
The Event Sales by Price report displays the net value of sold or paid admission and optionally charges, as well as total amount by price zone and price type.
•Gift Certificate and Gift Card Transactions Report
The Gift Certificate/Card Transactions report displays gift certificate and gift card transactions performed within a particular date range.
•Gift Certificates and Gift Cards by Role Report
The Gift Certificates and Gift Cards by Role report displays gift certificate/card values and expiry dates for a range of sales dates and user roles.
•Held Tickets by Hold Type Report
The Held Tickets by Hold Type report displays the number and value of seats assigned to a hold type by price zone for a range of events.
•Hold Allocations Report
The Hold Type Range Report displays the seats allocated to specific hold types, grouped by 'Hold Type', 'Venue', 'Series Name' and 'Event'.
•Holds for Event Report
The new Holds per Event report outputs the number of holds by type, the number of holds sold and the number of holds available for a specific event.
•Hold Type Range Report
The Hold Type Range Report lists seats on a particular hold or holds in a range format, breaking them out by seat section. Users are able to request that the report contain either sold, unsold or sold and unsold held seats.
•Hourly Ticket Sales Report
The Hourly Ticket Sales report displays the number of tickets sold by the hour by price type. You can filter the report by the venue, series, event, and/or sales information (user, role and date of sale).
•Movement Report
The Movement report provides information pertaining to paid and unpaid admissions within a particular time-frame.
•Offer Status Report
The Offer Status report provides a snapshot of the total offers and metrics relating to the success of these offers.
•Order Detail by User Role Report
The Order Detail by User Role report displays all of the orders and payments for a range of events, roles and users for a range of order creation dates. Order Detail by User Role reports on orders with under/over payments as well as selected order marketing data.
•Orders Paid by Date Report
The Orders Paid by Date report displays information on fully allocated orders as of a specified date including information from three selected order marketing data fields.
•Sales Staff Analysis Report
The Sales Staff Analysis report details the number and value of orders sold for a range of events, roles, users and sales dates.
•Ticket Sales Report
The Ticket Sales by Event report displays sales, returns, and price changes for a range of events, roles and sales dates. You can choose whether to display net values (excluding taxes and charges) and/or total values (including taxes and charges).
•Ticket Sales by Event Report
The Ticket Sales by Price Type and Price Zone report displays the number and net value (excluding taxes and charges) of seats sold over a selected series and event date range by price type and price zone. If you do not filter by an event date range, the report provides a summary of the sales across all events in the series and then breaks down the sales by event.
•Ticket Sales by Price Type and Payment Method Report
The Ticket Sales by Price Type and Payment Method report displays sales by price type and payment type. Includes options to group by payment method, by role or role group, and by price type group.
•Ticket Sales by Price Type and Price Zone Report
The Ticket Sales report displays the number and value of seats sold, returned, and changed by role for a range of events, roles and sales dates. You can choose whether to display net values (excluding taxes and service charges) or total values (including taxes and service charges).
•Wrap Report
The Wrap Report provides information pertaining to event sales within a particular time-frame.
Security Reports
The Security by Group report Displays the permissions, attributes, and content settings for one or more groups and the users which are assigned to the group.
Service Charge Reports
•Charges Report
The Charges report displays the net value of event, bundle and delivery method service charges (both sold and paid). You can use this report to view additional details about service charges.
•Per Ticket Charges by Price Report
The Per Ticket Charges by Price report displays the value of selected per ticket charges, by actual price, price type or price type group. The report can be filtered by date range, as well as by event, series and role.
Technical Reports
•Booking Protect Report
The Booking Protect report is for use exclusively with the Booking Protect product.
The Booking Protect report presents order level information for sold orders containing the selected charge(s) for the selected dates. If a customer is on the order, the report will display the order contact's first and last names.
•Credit and Debit Card Payment Reconciliation Report
The Credit Card Payment Reconciliation report is used to troubleshoot issues related to processing of credit and debit cards.
•Duplicate Account Summary Report
The Duplicate Account Summary report displays a list of possible duplicate accounts based on specified matching criteria.
•Fortress Ticket Reconciliation Report
The Fortress Ticket Reconciliation report displays a list of all tickets and passes printed for a specific event and on which medium they were printed.
•Order Reconciliation Report
The Order Reconciliation report displays all of the incomplete orders in the system.
•Seat History Report
The Seat History report is directly tied into the Customer Services - Events|Seat Map page.
•Tickets Printed Report
The Printed Order Summary Detail report provides information about ticket printing over a range of order creation and print dates.
•Venue Proof Report
The Venue Proof report displays a seat count by Section and Row for a selected venue. This report may also be used to locate any/all duplicate seats that may have accidentally been created.
