On the main dashboard, click on Reporting on the left side pane.
Here you can access the following Reporting options:
Reporting Dashboard: Where you can view metrics at a glance.
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. You can view the following metrics at a glance:
Legacy Reports: You can access Legacy reports here. We know you may rely on existing reports in your workflow and will keep these available as legacy reports. These reports include:
For Legacy Reports:
Click on the report you want to run from the Report Name dropdown menu.
Enter any relevant information. Sample information includes show name, date range, or specific show date. Select your Report format: HTML, PDF, or Excel. Click Generate. Your Report will automatically download. Click on the downloaded document to open.
🎭Noteworthy: Some devices will blur or protect sensitive information such as emails, phone numbers or home addresses when formatted in HTML or Excel.
🎓 Recap:
This article explains how to run reports on the On The Stage platform. It guides you through accessing, generating, and exporting various reports that track event performance, donation activity, and key metrics, enabling effective financial and operational oversight.
🚀 Best Practices:
Regularly Review Reports: Generate reports frequently to monitor performance and trends.
Customize Filters: Tailor report parameters to capture the data most relevant to your needs.
Export for Analysis: Export reports for in-depth analysis and team collaboration.
Monitor Trends: Track metrics over time to identify growth areas or potential issues.
Use Insights to Adjust Strategies: Apply data insights to refine marketing and operational tactics.