On The Stage reporting gives you access to sales, patron, program, operational, and financial data in one place. Whether you're looking for ticket sales, patron information, payout details, attendance, or financial reconciliation, this guide will help you choose the right report.

👟Accessing Reports: Walkthrough

On the main dashboard, click on Reporting on the left side pane.

Here you can access the following report options:

Reporting Dashboard

The Core Reporting Dashboard provides a quick snapshot of your organization’s overall sales performance. Use it when you want to see key sales metrics and trends at a glance without digging into a more detailed report.

Report	What it shows	What’s included in the report	Best for
Core Reporting Dashboard	A high-level snapshot of sales, orders, tickets, and purchasing behavior over the selected period.	Gross Sales by Day: daily gross sales activity. Yesterday’s Sales: total sales from the previous day, including comparison to the prior day. Number of Orders by Day: daily order volume. Number of Tickets by Day: daily ticket volume. Average Ticket Price by Day: average ticket price over time. Average Order Value by Day: average value of each order. Average Number of Tickets per Order: average number of tickets purchased in each transaction. Includes a Relative Date filter to adjust the reporting period.	Getting a quick pulse on overall sales performance and spotting changes in revenue, order volume, ticket volume, and average purchasing behavior.

Reports

We're excited to introduce new reporting, which includes viewing reports in the browser, new visualizations, new export formats, and more advanced filtering and sorting.

Sales Reports

Use Sales reports to understand how and when revenue is being generated across your organization. These reports cover ticket and add-on sales, donations, custom fees, Pay What You Can activity, order details, and sales trends over time.

Report	What it shows	What’s included in the report	Best for
Add-on Sales	Performance of add-on products by production.	Add-on Sales: overview of add-on sales. Add-on Sales – Chart: visual representation of add-on sales. Detailed Add-on Sales: detailed add-on sales information. Ticket Donations (Released Tickets): tracks released tickets associated with ticket donations. Includes a Date Filter to change the reporting period.	Reviewing add-on performance and digging into individual add-on transactions.
Custom Fees	Breakdown of custom fee collections.	Custom Fees By Production: displays custom fees associated with each production. The report can be filtered by Series, Event, and Date.	Tracking custom fees collected and narrowing fee activity to a particular production or event.
Donations	Donation totals, donor behavior, and giving trends.	Monthly Giving Trend: giving over time. Donor Retention: retained, new, lapsed, and reactivated donors. Summary Metrics: gross giving, total donors, average gift, recurring donors, and new donors. Giving Type Breakdown: one-time vs. recurring giving. Gift Size Distribution: donor counts by gift amount. Transaction Detail: individual donations including patron, date, type, campaign, tags, household, payment, confirmation, and amount.	Understanding fundraising performance, donor retention, giving patterns, and individual donation activity.
Order Details	Line-item breakdown of orders placed.	Orders Detail Table: detailed order-level information for transactions within the selected date range.	Looking up or analyzing individual orders and transaction details.
Pay What You Can	PWYC ticket sales summarized by ticket type and price point, with order-level detail.	PWYC Summary: summarized view of Pay What You Can activity. Ticket Details: detailed ticket-level information. Filters are available for Production, Event, and Date.	Understanding how patrons are using PWYC pricing and reviewing the underlying ticket activity.
Sales Activity	A broad view of sales and revenue activity across the organization.	Includes Sales by Order Date (chart and table), Sales by Order Date / Payout, Sales by Production, Sales by Series (chart), Sales by Event, Add-Ons, Donations, Sales by Channel, Sales by Method of Payment, Sales by Product Category, Refunds by Product Category, Sales by Discount Code, Fees, and Fundraising. A Date Filter controls the reporting period.	Getting the most comprehensive overview of sales activity and breaking sales down in several different ways.
Sales Movement	Shows the velocity and timing of ticket sales over time.	Sales Movement by Production: compares sales activity for each production. Sales Movement by Event: provides the same view at the individual event level. Both include ticket counts and dollar amounts for Today, Yesterday, Last 7 Days, Last 30 Days, and All Time. The production view also includes the First Event Date.	Seeing how quickly tickets are selling and comparing recent sales activity with overall sales.

Patron Reports

Use Patron reports to better understand your audience and manage patron information. These reports provide insight into contact details and tags, geographic trends, household relationships, and outstanding patron balances.

Report	What it shows	What’s included in the report	Best for
Contacts and Tags	Tagged contact segments and patron/contact information.	Contact Tags Report: contact-level information including First Name, Last Name, Preferred Name, Email, Birthday, Pronouns, Cell Phone, Home Phone, Street Address 1, Street Address 2, City, State, ZIP, Original Source, and Preferred Contact Method.	Reviewing your patron/contact database, identifying tagged audiences, and working with patron contact information.
Geography Map View	A visual heatmap showing where your audience comes from.	Patron Geography Heatmap: maps patron geography so you can visually see where your audience is concentrated. Includes Date and Production filters to narrow the results.	Quickly understanding where patrons are located and identifying geographic areas where your audience is concentrated. Core Patron Heatmap Dashboard -…
Geography Sales by Zip	Ticket sales broken down by ZIP/postal code.	Zip Codes Table: breaks geographic activity down by Postal Code, Order Count, Total Tickets, Total Amount, Latitude, and Longitude. Includes Date and Production filters.	Comparing sales and ticket activity across geographic areas and seeing which ZIP codes generate the most orders, tickets, or revenue.
Households	Patron information grouped at the household level.	Households Report: provides household-level reporting. The supplied dashboard does not contain populated results, so the individual fields included in the report aren't visible in this example.	Understanding patrons at the household level rather than looking at each contact individually, including household grouping and lifetime value. Household dashboard - Production
Patron AR	An aggregate view of outstanding accounts receivable by patron.	Patron AR Report: includes Patron Name, Email, Open Orders, Total Outstanding, and Oldest Open Order. Filters allow you to narrow the report by Production and outstanding Balance.	Identifying patrons with outstanding balances, seeing how much they owe, how many open orders they have, and how long the oldest balance has been outstanding.

Program Reports

Use Program reports to track activity tied to memberships, subscriptions, productions, and timed-entry experiences. These reports help you monitor member status and renewals, subscription performance, production sales, individual orders, and sales pacing.

Report	What it shows	What’s included in the report	Best for
Current Members	All active memberships and their current status.	Current Memberships Report: provides the organization’s current membership records. The supplied example contains no populated results, so the individual fields aren't visible.	Reviewing your active member base and checking current membership status.
Lapsed Members	Members who have not renewed their membership.	Lapsed Membership Report: provides membership records for members whose memberships have lapsed. The supplied example contains no populated results, so the individual fields aren't visible.	Identifying former members for renewal outreach and understanding membership attrition.
Order Details by Production	An order-level breakdown filtered to a specific production.	Production and Event Order Details: includes Transaction Type, Order Date, Confirmation Code, Patron, Email, # Tickets, Series, Event, Gross Ticket Sales, # Add-ons, Gross Add-on Sales, # Donations, and Donations, with additional fields continuing across the report. Filters are available for Production Name and Event Name.	Investigating individual orders associated with a particular production or event.
Production Sales Report	Event-level revenue, ticket activity, and attendance/sales performance for a production.	Includes Tickets Sales by Production and chart, Sales by Ticket Type, Sales by Section, Refunds by Ticket Type, Refunds by Section, Sales by Source and chart, Custom Fees, Sales by Discount Code, and Sales by Unlock Code. Depending on the section, you can see metrics such as capacity, counts, percentages, price points, discounts, and gross totals. Filters are available for Production Name and Event Name.	Getting a comprehensive performance picture for a production, including ticket sales, seating sections, refunds, sales sources, fees, and promotional/discount usage.
Subscription Sales	Subscription package uptake and revenue.	Subscription Package Summary: high-level package performance. Subscription Sales: subscription transaction/sales activity. Subscription Package Detail: detailed package information. Subscription Sales by Unlock Code: subscription activity associated with unlock codes. Includes a Date Filter.	Evaluating subscription performance, package adoption, and subscription sales activity.
Timed-Entry Pacing	Sales momentum and pacing for timed-entry slots, with comparison to a prior period.	Includes Period Velocity, Sold (Run to Date), Revenue (Run to Date), Trend, Pace (Tickets), Tickets Sold per Slot, Cumulative Sales Momentum, Sales by Ticket Type, and Slot Detail. Filters allow selection of Production, comparison period, and Dimension.	Monitoring how timed-entry sales are pacing, comparing current performance with a prior period, and identifying stronger or weaker time slots.
Upcoming Renewals	Members approaching their membership renewal date.	Upcoming Renewals Report: identifies memberships approaching renewal. The supplied example contains no populated results, so the individual fields aren't visible.	Planning renewal outreach and identifying members who may need a reminder before their membership expires.

Operations Reports

Use Operations reports to manage the day-to-day activity surrounding your events, camps, and classes. These reports cover check-in and attendance, ticket exchanges, reservations, outstanding orders, and other information that can help your team prepare for and manage events.

Report	What it shows	What’s included in the report	Best for
Camp / Class Check-In	A session-level attendance roster designed for physical check-in for camps and classes.	Provides Total Registrants, Checked In Count, Not Arrived Count, and a Main Attendee Check-In Table for individual registrants. Filters allow the report to be narrowed by Production, Event, Status, and Attendee.	Managing day-of camp or class attendance, seeing who has checked in, and quickly identifying registrants who have not yet arrived.
Check-in Reports	Attendee and ticket fulfillment/check-in information by production and event.	Includes Active Filters, a Capacity Summary showing Total Sold, Venue Capacity, Percentage Sold, and event title; a Fulfillment Summary showing Total Items, Fulfilled, and fulfillment rate; Item Type Breakdown; Add-ons Breakdown; and detailed Order Line Items with patron/contact, item, seat, payment, fulfillment, purchase date, order total, event, and related information. Filters are available for Production and Event.	Managing event check-in, reviewing fulfillment, checking capacity, and investigating individual tickets or order items.
Exchanges	Ticket exchanges organized by production and date.	Exchanges Table: includes Exchange Date, Confirmation Code, Transaction Type, Series Title, Event Title, and Quantity. Transaction types distinguish tickets being exchanged out from replacement tickets being exchanged in. A Show filter allows the results to be narrowed.	Reviewing ticket exchange history and seeing which tickets/events were involved in an exchange.
Occupancy Report	Seat occupancy and capacity utilization by event.	Coming Soon. The report is displayed in the Operations section but is not yet available, so report contents are not currently shown.	Once available, this report will be used to review event occupancy and capacity utilization.
Outstanding Orders	Orders with an outstanding balance, grouped into age buckets based on how long the balance has been outstanding.	AR Aging: provides accounts receivable aging information. Filters are available for Production and Age Bucket, allowing outstanding balances to be narrowed by production or how long they have been open. The supplied example contains no populated results, so the individual result fields aren't visible.	Tracking unpaid orders, identifying older outstanding balances, and prioritizing accounts receivable follow-up.
Reservations	Reservation records and fulfillment status for upcoming events.	Upcoming Events Reservations: displays reservation information for upcoming events. Includes a Date Filter and Production Name filter. The supplied example contains no populated results, so the individual reservation fields aren't visible.	Reviewing upcoming reservations and monitoring their fulfillment status by date or production.

Finance and Reconciliation Reports

Use Finance & Reconciliation reports to understand how money moves through your organization and reconcile financial activity. These reports cover outstanding balances, collections, payment plans, payouts, refunds, journal entries, sales tax, settlements, and transaction-level details.

Report	What it shows	What’s included in the report	Best for
AR Aging	Orders with an outstanding balance, grouped into age buckets based on how long the balance has been open.	AR Aging: accounts receivable aging information with filters for Production and Age Bucket. The supplied example has no populated results, so the individual result fields aren't visible.	Tracking unpaid orders, identifying aging balances, and prioritizing collection follow-up.
Expected vs. Collected by Production	Compares total recognized revenue with payments collected to date.	Expected vs. Collected by Production: compares expected/recognized amounts against what has actually been collected. Filters include Production, Start Date, and End Date.	Identifying the difference between revenue associated with a production and the payments that have actually been collected.
Journal Entries by Date	Accounting journal entries displayed in chronological order.	Payouts QB Journal Report by Accounting Date: journal-entry reporting based on accounting date, with Start Date and End Date filters. The supplied example encountered a display error, so individual journal-entry fields aren't visible.	Reviewing or exporting accounting activity for a particular accounting period.
Journal Entries by Payout	Accounting journal entries grouped by payout.	Payouts QB Journal Report: organizes accounting journal information around individual payouts. The supplied example encountered a display error, so individual fields aren't visible.	Reconciling accounting entries back to a particular payout.
Payment Plan Completion	Shows how many payment plans have been paid in full versus those that still have an outstanding balance.	Payment Plan Completion Summary: includes Total Orders, Paid in Full, Paid in Full %, Open, Open %, Total Contracted, Total Collected, and Total Outstanding. Payment Plan Completion Details provides the underlying detail. Filters include Production, Status, Start Date, and End Date.	Monitoring payment-plan completion, outstanding balances, and how much contracted revenue has actually been collected.
Payout Detail	A line-item breakdown within an individual payout.	Payouts Detail: provides the detailed activity associated with a selected payout. A Payout ID filter is available. The supplied example encountered a display error, so the individual line-item fields aren't visible.	Investigating exactly what activity contributed to a specific payout and reconciling payout amounts.
Payouts	A summary of payout disbursements.	Payouts List: provides the organization’s payout records. The supplied example contains no results, so the individual payout fields aren't visible.	Reviewing payout history and identifying the payout you need before drilling into its details.
Refunds	Order-level refund activity.	Order Refunds: displays refund activity with a Date filter. The supplied screenshot does not expose the individual field names.	Reviewing refunds issued during a particular period and investigating refund activity at the order level.
Sales Tax Report	Sales tax collected and remitted, including ticket tax, fee tax, and Printful merchandise tax, netted.	Sales Tax Summary provides summarized tax information, while Sales Tax Details provides the underlying tax activity. Filters include Production Name and Event Name.	Reconciling sales tax and reviewing tax activity for a particular production or event.
Settlement Report	Rolls up ticket revenue, fees, refunds, discounts, and production-specific add-ons into a single production settlement.	Provides top-level Gross Ticket Revenue, Net Ticket Revenue, Gross Add-ons Revenue, Net Add-ons Revenue, and Total Net Revenue. Ticket Details breaks activity down by ticket type with price point, count, gross total/net of discounts, and net total. Add-ons Details includes add-on, variant, category, units, retail price, fixed cost, gross sales, and net sales. Filters include Production Name and Event Name.	Completing production settlement and getting one consolidated view of revenue and related production activity.
Transaction Details Report	A stand-alone view of transaction-level financial activity.	Transaction Details – Production: provides transaction details for the selected reporting period. Includes a Date filter. The supplied example contains no results, so the individual transaction fields aren't visible.	Reviewing transaction-level financial activity for a specific date range when you need more detail than a summarized sales or payout report.

Running Reports