The report builder consists of two primary pages: the report configuration, and the report viewer.
After you’ve selected a report preset from the Reports Overview, it’s time to prepare the basic information about your report on the configuration step, displayed as a window on a new page.
In this step, select the event(s) and the desired date range for which you want to build your report.
- The report type, preset title, and description are displayed at the top of the window
- Choose Select Events to determine which events to include in your report
- If you want to select all your events, simply skip this step
- Scroll through your events using the event selection tool, or enter your events into the search field provided
- Set a date range filter, or filter by all events, upcoming events, or past events
- Choose Select to add an event to your selection
- Click Select All to add all events on the page
- For an event series, click Select Events on the event series block to expand a list of all individual events within that series
- Alternatively, you can click Select All within the series to add all events within a series at once
- Select your date range
- Use the fields provided to select a date/time range for the report
- Leave the date range blank to run an all-time report
- Adjust the time zone using the dropdown menu provided (By default, your local timezone will be selected)
- The date range options vary based on the report type
- For example, the date range for a Tickets report includes tickets purchased within the range
- Meanwhile, the date range for a Customers report includes customers who were initially registered (typically by making their first purchase with Leap) within the date range
- Click Continue to build the report!
Most reports will be viewable immediately; however, larger reports may be sent to the queue. Refer to: Large Reports & The Queue.
Now that you’ve set your report configuration, you’ll be able to view it and customise: