Reporting Overview

Modified on Wed, 07 Feb 2024 at 12:01 PM

This guide will explain the features found in the reporting interface of the Nutickets software.

Reports act as a way to give you insights and metrics on events, sale items, cashless and more.

Default Reports

Out of the box, a series of default reports can be accessed in the admin panel. These reports are categorised in the following sections under “Sales & Reports > Reports”:

Sales Reports - These reports are used to track your company sales with several different groupings (event sales, sales by sale item and sales by payment method or sales channel)

Attendance reports - These reports are used to show tickets sold to customers (typically line-by-line) and are useful to see who is attending your events. These reports also allow you to pull in data capture responses from customers

Attendance summary reports - The reports can be used to view attendance with your choice of grouping. For example, attendance by a certain sale item

Order reports - These reports are grouped by order or transaction. The reports can display specifics about orders or summarise all orders received for your events

Customer reports - These are customer-based reports that give insight into customers of your company

Seating plan reports - These reports allow you to analyse seating plans and reserved seating events

Cashless reports - These reports cover any cashless-related events or sale items in the system, and allow you to make sales reports for your cashless events

Zone reports - These reports cover access control zones and give insight into customers entering and leaving configured zones on an event-by-event basis

Scanning reports - Similar to the zone reports, these reports allow you to track which customers have had their tickets scanned, along with the dates and times of the scan

Data capture reports - These reports allow you to view custom data capture responses

Transfer reports - Transfer reports allow you to track ticket sharing between your customers on the platform

Discount code reports - These reports will display how many times discount codes have been used across your company

Access code reports - These reports will display how many times access codes have been used across your company

Miscellaneous reports - The miscellaneous section contains all other reports that the system has to offer and are mainly lists of entities configured in the company (for example, the events report and admin user report display a list of these respectively)

There is also the barcode history report, which allows you to track when a ticket barcode has been regenerated.

Each report can be used as is, or as a starting point and modified (explained in Custom Reports).

Reporting Interface

After accessing a particular default report, the interface is made up of three main sections, which are detailed below. (report seen in examples - Ticket Attendance Report)

Filters

On the left-most side of the reporting interface, there is a column for “Filters”. These allow for the data in the report to include/omit certain bits of information, and filter the view of the data.

Filter Drop-down - All filters that can be applied to a report can be found by clicking the “Add new filter” drop-down at the top of the filter column.

Upon clicking this, a series of filters can be added. When a filter is added, a new drop-down is added to the filters column.

For instance, if data needs to be filtered to just one event, the “Events” filter should be selected from the filter drop-down.

This will then add a new drop-down that allows a particular event or series of events to be filtered.

Most reports also have in-built filters based on the type of report that it is. In the above example of “Ticket Attendace Report” these filters are as follows.

Timeslot Start & Timeslot End - This only applies to events that feature timeslots. When entering dates into this filter, it will only show timeslots that fall between the start and end date placed in the filter.

For example, if 1st January 2026 00:00 and 31st December 2026 00:00 are selected, only timeslots in between those dates will show in the report.

Item Type - This filter enables the inclusion or exclusion of each of the sales item types in the system. By default, this will contain only “Ticket”.

If there are extra products on sale at the event, they can be included in the report by selecting “Product” in addition to “Ticket” in the “Item Type” filter

Item Status - “Status” of a sale item indicates whether or not the ticket is invalid or not. This can also encompass cancellations or refunds. By default, this drop-down has “Valid” selected, meaning that only tickets that are still valid (and haven’t been refunded or cancelled) are shown in the report.

To include other item statuses, click in the filter and add any applicable statuses that must be included in the report.

Default Timezone - This filter allows you to select the timezone of the dates in the report.

Date Format - This filter allows you to format the dates in your report as per your preference. This filter can also be used to format dates in preparation for third-party data manipulation software such as Microsoft Excel.

Fields

The “fields” column on the right-hand side of the reporting interface allows for the fine-tuning of fields in the report.

In the fields drop-down, you can select any active fields to apply to the report. These fields are comprised of information collected in the system and differ based on the report you are using as a base.

All active fields are displayed below this. When a field is selected from the drop-down it is added to the list of active fields. To remove an active field, click the “X” next to the field.

The active fields can also be reordered using the “three-line” icon to drag and drop them to their new location.

Data Capture

In certain reports, data capture can be added in the “Fields” section. The type of data capture that can be added depends on the report. For instance, on an attendance report or orders/transactional report, customer-centric data capture can be added.

Two drop-downs allow the addition of data capture, “Global” and “Assigned”. Global allows you to pull through general data capture such as customer name, address, date of birth or any question that is asked across a series of events (“On every event”).

Assigned data capture allows the addition of more specific data capture, such as when the “Asked where condition” of the question is “On specific items/This event only” for instance.

Data Preview

The largest portion of the reporting interface is occupied by the data preview. This table displays the report’s data, with the active fields forming the headers at the rows being occupied by the actual report data itself.

Each time a change is made to the report, a prompt appears to refresh the data. This ensures that all of the latest report changes are reflected in the preview.

Exporting reports

In the top-right corner of the reporting interface, there is an “Export” button. When clicking this a variety of report formats can be downloaded from the system. The file types that can be exported are:

XLSX
CSV
ODS
XLS
HTML

After exporting your desired format, you will be taken to a reporting exports page where the report can be downloaded to your local drive.

Custom Reports

Once you have created a report based on a default found in the system, to save you having to create this each time you need to refer to it, you can save it as a “Custom Report”.

To do so:

Click the “Save Custom Report” button in the top-right-hand corner of the screen
Give the report a name and a description is applicable
This will then save the report in a new section called “Custom Reports” at the top of the list of reports

Now a custom report has been created, this can be altered and the changes can be saved at any time. If any new changes are applied to the report, you will be given the option to save in the top right-hand corner.

Scheduling Reports

Another feature of custom reports is the ability to be able to schedule them to be sent to an email address.

This can be achieved with a custom report by doing the following:

On your custom report, click the drop-down arrow next to “Save Changes”

From the drop-down, select “Schedule Report”
From here you can set the schedule of the report, first by selecting the time at which the report is sent, and also the timezone of the report dispatch
After this, you can set how often the report is sent using the “Repeats” drop-down
Next, the file format can be set. This determines what file extension the report will have once downloaded
In the next input, the schedule report email recipients are set. Multiple email addresses can be inputted (separated by commas)

Finally, there is an input to include any text in the email that is sent to the above recipients

Once the above has been done, click “Schedule”. This will create the scheduled report.
On the next page, it will show any other scheduled reports that are currently set up for your company. To adjust any of these click “Edit” and the above settings can be changed

If a scheduled report is no longer needed, it can be deleted by clicking the bin icon next to the report schedule under “Reports > Scheduled Reports”

If you find yourself struggling to craft a specific report, please feel free to reach out to your Customer Success Executive via support@nutickets.com for further guidance.