Reporting Overview

Edited

Extract, analyse, and share operational data across events, orders, customers, and finances using configurable reports.

Overview

Reporting gives you access to detailed operational data across events, orders, customers, finances, attendance, and more. You can view data in the browser, customise which fields appear and how results are grouped, export to spreadsheets, and automate delivery on a schedule.Reports are organised into two tiers:

  • Default reports are pre-built report templates covering common scenarios — event sales by ticket type, completed orders, attendance summaries, and dozens more. They are ready to use immediately and serve as the starting point for any analysis.

  • Custom reports are your own saved configurations built on top of default reports. When you adjust filters, select specific fields, or change groupings, you can save those settings as a custom report to reuse later. Custom reports also unlock widgets and scheduling.

Report Categories

Reports are grouped by category on the reports listing page. The categories you see depend on which features are enabled for your account.

Category

What it covers

Sales reports

Revenue, item counts, and financial breakdowns by event, item type, sale item, payment method, sales channel, and more

Attendance reports

Per-item attendance data including purchaser/holder details, scanning history, fulfilment status, and data capture responses

Attendance summary reports

Aggregated attendance counts at event, ticket type, and timeslot level

Order reports

Order-level data including completed, active, abandoned, and rejected orders with full transaction details

Customer reports

Customer records, registration dates, purchase history, and customer group membership

Seating plan reports

Space allocation, area/block/price band utilisation, and seating plan sales

Gift voucher reports

Gift voucher issuance and redemption tracking

EPOS reports

Point-of-sale activity including shop sales and EPOS product purchases

Account balance reports

Wallet top-ups, cash-outs, transactions, and current balances

Zone reports

Live zone capacity, attendance tracking, and customer journey through zones

Scanning reports

Individual scan records for tickets, products, guest lists, and all item types

Data capture reports

Responses to data capture forms

Transfer reports

Item transfers between customers (tickets, products, season tickets)

Discount code reports

Discount code usage, export for bulk editing, and voucher code tracking

Access code reports

Access code usage and export for bulk editing

Customer feedback

Customer effort scores and post-purchase feedback

Activity reports

Platform activity metrics (daily, weekly, monthly) — available at reseller level

Payout reports

Reseller payout tracking for standard and connect payment gateways — available at reseller level

Invoices

Invoice records and fee invoice breakdowns — available at reseller level

Miscellaneous reports

Barcode history, event configuration overview, exchange rates, and admin user details

For programmatic access to report data, the API provides endpoints to retrieve sales reports and retrieve individual reports.

Navigating the Reports Section

The reports section has three main areas, accessible from the top of the reports listing page:

  • Reports — Browse and open default reports and your custom reports. Use the search bar to find custom reports by name.

  • Report Exports — View the history of all exported report files. Download completed exports or check the progress of exports still being generated.

  • Scheduled Reports — View and manage automated report schedules that deliver exports on a recurring basis.

Each of these areas requires its own permission. If you cannot see one of these sections, check that your role has the appropriate reporting permissions assigned.

Permissions

Access to reporting features is controlled through roles and permissions. The key permissions are:

Permission

What it controls

View default reports

Access to the pre-built report templates

View custom reports

Access to saved custom report configurations

Create custom reports

Ability to save new custom reports from default report templates

Edit custom reports

Ability to modify existing custom report settings

Delete custom reports

Ability to remove custom reports

Create widgets

Ability to add chart widgets to custom reports

View scheduled reports

Access to the scheduled reports listing

Create scheduled reports

Ability to set up automated report delivery

Reports are also scoped by your company and visibility group access. Two users with the same report open may see different data if their access is scoped to different companies or visibility groups.

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