👟Walk Through
Available Reports include the following:
Sales Activity
This can be broken down into Sales activity, Order Reports, and Donations.
Production and Events
This is information brown down by production and/or events.
Sales Movement
View sales history.
Reservations
View a list of reservations.
Add-on Sales
View add-on sales data.
Patron Geography Heatmap
This can be broken down by zip code or map view.
Memberships
View current memberships, upcoming renewals, and lapsed members.
Subscriptions
View subscription sales and subscription redemptions.
Payouts
View payouts and payout details.
Exchanges
🎓 Recap
The Reports feature lets you pull together a variety of data about your events—ticket sales, patron geography, merchandise, etc.—for insights and accountability. You can run reports from the Reporting dashboard, apply filters (by show, date range, etc.), view visualizations in the browser, and export data (CSV, PDF, Excel) for deeper analysis or sharing.
🚀 Best Practices
🔍 Define your goals before you run reports – Know in advance what you want: revenue by show, online vs in-person sales performance, add-on sales, etc. That helps you pick the right filters and date ranges.
🗓 Track trends over time – Run reports regularly (weekly or monthly) to compare patterns in sales, audience size, or average order value. Seeing what’s rising or falling can guide promotion or pricing tweaks.
📊 Use visualizations + exports – Use charts and graphs in-dashboard for quick take-aways; export data for sharing with your team, board, or for financial/grant reporting.
🔄 Leverage filters and segmentation – Segment by performance, membership, ticket types, or promotion source to uncover insights hidden in aggregate data.