Not sure which report you need? Start with what you're trying to find, rather than the name of the report.

Use this guide to match your question or task with the report that will get you there fastest. For a complete breakdown of the information available within each report, visit our Running Reports guide.

Sales & Revenue

Looking for ticket sales, order activity, donations, add-ons, or overall sales performance? Start here.

I want to...	Use this report	Why?
Get a quick snapshot of how sales are doing	Reporting Dashboard	See gross sales, orders, tickets sold, average ticket price, average order value, and average tickets per order at a glance.
See how much we've sold over a specific period	Sales Activity	Get a broad view of sales with breakdowns by date, production, series, event, channel, payment method, product category, and more.
Look up the details behind individual orders	Order Details	Review order-level transaction details when you need to investigate specific orders rather than overall totals.
See how quickly tickets are selling	Sales Movement	Compare ticket and sales activity across Today, Yesterday, Last 7 Days, Last 30 Days, and All Time.
Analyze sales for one production	Production Sales Report	Review ticket sales, ticket types, seating sections, sales sources, refunds, custom fees, discount codes, and unlock codes for a production.
Review Pay What You Can ticket sales	Pay What You Can	See PWYC activity summarized by ticket type and price point, with ticket-level details available for a closer look.
See how add-ons are performing	Add-on Sales	Review overall add-on performance and detailed add-on sales activity.
See how much we've collected in custom fees	Custom Fees	Review custom fee collections and narrow activity by series, event, or date.
Understand donation and giving activity	Donations	Review giving totals, trends, donor retention, gift sizes, giving types, and individual donation activity.

Patrons & Audience

Use these reports when your question is about who your patrons are, where they're located, or their activity with your organization.

I want to...	Use this report	Why?
Find patron contact information or work with tagged audiences	Contacts and Tags	Review patron contact information and identify contacts associated with specific tags.
See where our patrons are located	Geography Map View	View a geographic heatmap showing where your audience is concentrated.
See which ZIP codes are generating orders, tickets, and revenue	Geography Sales by Zip	Compare geographic areas using actual order counts, ticket totals, and sales amounts.
Look at patrons by household	Households	View patron information grouped at the household level rather than by individual contact.
Find which patrons owe us money	Patron AR	Review outstanding balances by patron, including open orders, total outstanding, and the oldest open order.

Map View or Sales by Zip

Use Geography Map View when you want to visually answer:

“Where is our audience?”

Use Geography Sales by Zip when you want to answer:

“Which geographic areas are generating our sales?”

Memberships, Subscriptions & Programs

Use these reports to manage memberships and subscriptions or dig deeper into activity associated with a particular production.

I want to...	Use this report	Why?
See who currently has an active membership	Current Members	Review your current membership base and membership status.
Find members who haven't renewed	Lapsed Members	Identify members whose memberships have lapsed for potential renewal outreach.
See which memberships are coming up for renewal	Upcoming Renewals	Identify approaching renewals so you can plan outreach before memberships expire.
Review subscription performance	Subscription Sales	Review package performance, subscription sales, package details, and activity associated with unlock codes.
Investigate individual orders for a production or event	Order Details by Production	Review order-level activity associated with a selected production or event.
Monitor timed-entry sales performance	Timed-Entry Pacing	Review sales momentum, revenue, ticket pacing, tickets sold per slot, and individual slot performance.

Event & Day-of Operations

These reports are designed to help with the operational side of your events, camps, classes, exchanges, and reservations.

I want to...	Use this report	Why?
Check campers or class participants in	Camp / Class Check-In	Use a session-level attendance roster to see who's registered, who's checked in, and who hasn't arrived.
Review event check-ins and fulfillment	Check-in Reports	Review capacity, fulfillment, item types, add-ons, and individual order line items for an event.
Review ticket exchanges	Exchanges	See exchange activity, including tickets exchanged out and the replacement tickets exchanged in.
Review upcoming reservations	Reservations	Review reservation activity for upcoming events and monitor fulfillment.
Review seat occupancy and capacity utilization	Occupancy Report	Review how event attendance relates to available capacity. Coming Soon.

Check-In Reports

For a camp or class, start with Camp / Class Check-In. It's designed as an attendance roster and helps answer:

“Who is registered, who's here, and who hasn't arrived yet?”

For an event, start with Check-in Reports. It provides a broader operational picture, including capacity, fulfillment, tickets, add-ons, seats, and order information.

Outstanding Balances & Payment Plans

There are several reports related to money that hasn't been fully collected yet. The right one depends on the question you're trying to answer.

I want to...	Use this report	Why?
Find which patrons owe us money	Patron AR	Shows outstanding balances from the patron perspective, including open orders and total outstanding.
See how long balances have been outstanding	AR Aging	Groups outstanding orders into age buckets based on how long they've been open.
See whether payment plans are being completed	Payment Plan Completion	Compare paid-in-full and open payment plans and review contracted, collected, and outstanding amounts.
Compare what we expected to collect with what we've actually collected	Expected vs. Collected by Production	Compare recognized revenue with payments collected for a production.

Patron AR or AR Aging

Think about the question you're asking.

“Who owes us money?” → Patron AR

“How long has this money been outstanding?” → AR Aging

If you're specifically investigating payment plans, use Payment Plan Completion instead.

Payouts & Financial Reconciliation

Use these reports when you need to follow the movement of money from transactions through payouts and accounting.

I want to...	Use this report	Why?
See our payout history	Payouts	Start here for a summary of your organization's payout disbursements.
Understand what made up a specific payout	Payout Detail	Drill into the detailed activity associated with an individual payout.
Review accounting journal activity by date	Journal Entries by Date	Review journal information based on accounting date for a selected period.
Reconcile journal activity to a payout	Journal Entries by Payout	Review accounting journal information grouped around individual payouts.
Financially reconcile or settle a production	Settlement Report	Bring ticket revenue, add-ons, discounts, refunds, fees, and net revenue together for a production.
Review individual financial transactions	Transaction Details Report	Review transaction-level financial activity when you need more detail than a summarized sales or payout report.
Review refunds	Refunds	Focus specifically on order-level refund activity for a selected period.
Review sales tax	Sales Tax Report	Review sales tax activity, including ticket tax, fee tax, and applicable merchandise tax.

Payouts or Payout Detail

Start with Payouts when you're asking:

“What was paid out?”

Use Payout Detail when you're asking:

“What transactions and activity made up this payout?”

For production-level financial reconciliation rather than payout reconciliation, start with the Settlement Report.

Which Report Should I Use?