Reports offer an in-depth look at how your business is performing. Advanced analytics and filters help show the data that matters most to your venue. In this article, you will discover how to; navigate reports, filter reports, download reports, and more.
Table of Contents
Navigating Reports
Reports Page Overview from the picture above.
- Main Report Navigation - The main reports will be listed on the left navigation bar. Each report has an information button that has more information on that report.
- Report Info - Key information about each report is built into this button.
- Sub Reports - Navigate between related reports by using the left and right arrow buttons.
- Additional Options - Here you can Email and Schedule the current report.
- Filters - Filter the current report data based on the parameters you set.
- Download - Download the current report in an Excel, PDF, or CVS format.
Filtering Reports
Filters allow you to structure the current report's data based on the settings you set. For more information on filtering reports, you can click here.
To use filters, click on the filter section to expand the filter parameters. Depending on the selected report, the available settings will be different. In the example below, the available filters are; Date, Event, Event Type, Location Group, Location, and Employee.
1. Click the Filter you would like to apply. Click from the drop down the correct parameter. In the example, under date we have selected 2024/04/15 (year/month/day), and under Location Group, we have selected Concession Stands.
2. Click the green circular icon to apply the filters to the report.
Note: Navigating between reports while you have filters applied will keep those filters. You must click the three dots on the right and then click Reset Filters to remove the filters and start again.
The default date filter will always be in the last 7 days.
Downloading and Emailing Reports
Downloading Reports
You can also download an individual table by hovering over the table and clicking the three dots icon. You can download this data as:
- TXT (tab-separated values)
- Excel (Excel 2007 or later)
- CSV
- JSON
- HTML
- Markdown
- or PNG
Scheduling Email Reports
You can click on the gear icon in the top right corner and click Schedule to set settings for recurring emails.
Reporting Alerts
Get email-based alerts when data in reports changes. Click the Bell icon you can set rules to automatically email you when the alert is triggered. For example, you can set an alert for when the number of refunds exceeds ten.