When you visit the Reports section of your dashboard, you will find the Reports Overview page. This page provides several options (known as Report Presets) organised by report type. The page also lists your queued reports and saved reports.

Report Types

The different types of reports exist to guide you in a general direction to find the information you need. For example, if you’re trying to balance your accounts, you’ll probably want to check out the Financial Items reports. Seeking comprehensive details about all your recent sales? Try the Orders reports. We offer eight report types, as well as the Summary Exports section, which can be accessed from this page. While many report types share columns, the selected report type will affect the available columns, as well as the basic layout of the report (e.g., Tickets reports are based on tickets, Financial Items reports are based on the granular items that make up every transaction, etc.).

• Tickets - Reports focused on granular ticket-level information
• Orders - Reports with extensive details about your orders (basically everything you'd find on an order details page!) 
• Financial Items - Specifically itemised reports of your financial info, including breakdowns of every item in every purchase transaction. Helpful for balancing your accounts!
• Scan Logs - Exhaustive ticket scan and check in/check out history for any selected events
• Customers - Data on all of your customers
• Product Sales - Reports for analysing sales of your products, merchandise, and non-ticket items
• Packages - Reports for digging into your event packages, conveniently itemised at the bundle level
• Application Forms - Access all submissions of your application forms in a single report
• Summary Exports - These are pre-formatted reports available for download. These reports are available for download only and are not customisable.

Report Presets

Within each of the report types identified above, you’ll find a handful of report presets. These report presets open with a pre-built configuration of columns, filters, and groupings. Some examples include the following:

• Order Detail Report - List of all orders for selected event(s) and date range
• Event Revenue Summary - Summary of Ticket, Donation, and fee revenue by event
• Ticket Counts By Date - Count of Tickets sold by Date

Additionally, each report type has a basic report preset that allows you to build a report from scratch. This basic preset, called the [Report Type] Detail Report], is the first option in each tab on the page. Move your cursor over a report preset and click the block to begin configuring your report. 

Move your cursor over a report preset and click the block to begin configuring your report (skip to Report Configurations to learn more about report configurations and editing).

Saved Reports

The next section of the Reports Overview page is a table that houses all of your saved reports (as well as queued reports, explained below). Each line lists basic info about each saved report and provides options to interact with them.

• Star/Favourite - Click the star icon to mark a report as a favourite. These starred reports will appear first in your list.
• Name - The title of the report. Also includes your report description, if you created one
• Author - The user in your account who created the report
• Last Run - The most recent time you or another user in your account ran the report.
• Run Report - Click this button to open the report.

Next Article: Report Types