Reports

How to generate reports, export events to a CSV, and access a list of all shows in a report.

Rosie Scanga avatar
Written by Rosie Scanga
Updated over a week ago

It's critical to know the financial details of your event's wins and losses. Prism reports give you event data at your fingertips allowing you to retrieve the most relevant information to make decisions about your business.

Accessing Reports

With Admin access or "View Reports" permissions, you can access aggregate reports of your events in Prism. Click on the Reports icon on the left-hand sidebar to view reports.

Types of Reports

  • Profit & Loss - The Profit & Loss Report gives a roll up summary of the financials on your show to ultimately get to the Net Profit in any given time period. Use the report to run monthly, quarterly, or annual reports on the success of your shows including Gross Ticket Revenue, Total Expenses, Marketing Expenses, Artist Payouts, and more.

  • Payments - Report on deposit, withholding, and settlement payments on events with this add-on feature. Learn more about Payment Tracking reports for Promoters here and for Agents here.

  • Deal Tracker - Report on artist deals on talent events with this add-on feature. Learn more about Deal Tracker for Promoters here and for Agents here.

  • Events - The Events tab is a powerful tool for researching show history or exporting a list of all of the events in Prism.

Generate a Report

  1. Filter for particular events by using the Filter button in the top right corner of the page, selecting filter parameters, and clicking Apply Filters (or use the keyboard shortcut Ctrl + Enter or Cmd + Enter). Read more on filtering options below.

  2. Use Saved Views to save a version of your filters to revisit the report later.

  3. On the Profit & Loss Report, toggle between Actual and Estimated to see the difference between Internal Actuals and Internal Estimates on the events. Use this to understand how accurate you are budgeting and compare to the finals on shows.

  4. On the Profit & Loss report, each unique expense, ticket tier, tax, fee, revenue item, and artist payout will be broken out in the report and summarized in the Summary section.

  5. Download a report as a .csv for further analysis.

  6. Use the "Show Events" link to see all events that are included in a report. More information on the Show Events page below.

Reports Search & Filters

Use the search bar in reports if you have a certain artist, renter, or event in mind to report on.

Use the reports filters to narrow down which events are included in a report.

Date Range: Select a Date Range based on Event Date or select a Custom Date Range. Some reports have an "Include MAD" and "Only MAD" filter which will also allow you to include Mutually Agreeable Deals or events without dates in a report.

Event Created: Narrow down by events created within a certain time period. Pro Tip: this field can also be included as a column in a report if needed.

Event Status: Choose which types of Events to include in the report. Note that Archived Events can also be included in reports.

Show Type: Narrow down between Rental Events and Talent Events.

Pick a Stage or Venue: Select particular venues or stages including inactive venues.

Event Owner: Filter results by Event Owner which will be whoever created the event.

Company: Select from all Company names associated with contacts in Prism. Use this filter to analyze how a particular agency or promoter's shows have performed in the past.

Artists: Select from a list of artists that have been added to the Deals tab on Events via the Spotify integration. Note that you can always search by artist name in the search bar in the filters as well!

Event Contacts: Any time you add a contact on the Contacts tab of an event, they will be available in this section to narrow down your reports. Tip: Use this filter to analyze how a particular agent's shows have performed in the past.

Genre: This filter pulls Spotify's genre categorization of all headliner artists in your account.

Currency: If you have events that are in a currency other than USD, we recommend filtering on only USD events. Other currencies are currently not supported in reporting and are not converted.

Show Events

Use the Show Events list to drill down into the details of the events that are summarized in the P&L, Payments, or Deal Tracker Report by clicking the blue "Show Events" link.

Use the Columns button to view particular Event metrics like Attendance, Artist Payout, Total Expenses, Tickets Sold, Event Owner, Created Date, etc. Learn more about using Column Sets here.

To exclude particular events' numbers from reports, click the Check Box next to the date on the Event List. This might be especially relevant on the P&L report when certain events should be excluded from the summary report.

Adjust Column Widths: All columns in your Prism reports can now be adjusted using the dynamic borders between your column headers to change their width to fit more data in your viewable area with less scrolling.

Customize how you are visualizing your data in the app, so you can digest more information and make informed decisions faster, with greater efficiency.

  • Hover your mouse over the border until the cursor changes to a double-sided arrow

  • Click and drag the border to the left or right to adjust the column width as needed, to optimize your reports and display more data on any report

  • Hover over the 'information' icon and any partially hidden column headers to view the full information:

  • To resize all columns simultaneously, hold the 'cmd' or 'ctrl' key, then click and drag any of the column borders to the desired width. This will condense multiple columns at once to help fit as much data in your screen as possible.

  • To revert all columns back to their default widths, hold the 'cmd' or 'ctrl' key and double-click on any of the column borders:

Export Events

Use the Download CSV but on the Show Events list to export the visible columns or all metrics into Excel. The export function can be especially useful for running reports on number of events created by buyer, forecasting show revenue, and summarizing past expenses.

For accounts with a lot of events, the report may take a couple minutes to load. To speed up report time, narrow down the report with filters by venues, date ranges, or Event Owners!


If you have any questions, contact support@prism.fm!

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