Multi-event reports Follow
If you want to run a report containing sales across multiple events within a given time period, you should use the Report tab in the main menu. Under the Report tab you will be able to view your sales figures as well as generate and download an XLS file detailing all tickets and other items purchased within the given time frame.
Generating a report
Head to Report in your main menu.
You will see a screen something like this:
Under Choose dates to filter data, you can select the time period within which you would like to generate a report. You can also choose to input a specific date and time under Select your own date filter.
Please note that the date filter applies to the purchase date on an individual transaction, and not the event date.
If you want to collect a report containing all purchases on an event which went on sale on 1st January, and then ended on 5th January, you should set the date filter so that it covers both dates. If you set the date filter to only 5th January, then you would only see purchases made on that day, meaning not all event purchases will be included.
Next you can will apply some filters to your report. First, select which users and/or settlement types you would like to run a report on under Managers. If you want to see all sales, then you can tick the box next to Managers to automatically highlight all options.
You will then be asked to select which events you want to run a report on. Select the specific events by checking them off, or select the box at the top next to Event to highlight all events.
Under Item types you will be able to choose specific item and ticket types.
Viewing your report
Once you have applied your filters as you want them, you will can choose to Run report or to create an XLS file. Selecting Run report will display the figures at the bottom of the page, whilst XLS will generate a spreadsheet containing data about all the purchases that match the filters you have applied.
If you choose to Run report, you can choose to display the figures according to three different options:
Sales sorted by item types will show you your total sales per item type, whilst Sales sorted by settlement types will divide your sales according to how the customer paid for the item. Daily sales will show you your sales per day.
Here you can see what each of the columns in the displayed report show:
|Number sold||Number used||Difference number||Sold (£)||Used (£)||Difference (£)|
|The number of items/tickets sold.||The number of items/tickets checked in.||The Number sold minus Number used.||The total face value of items/tickets sold.||The total face value of items/tickets checked in.||The difference between Sold and Used.|
Once your have downloaded the XLS file, you will be able to open it in your spreadsheet software. Each row in the XLS file is contains one purchased ticket or item. Below is an explanation of the different columns included in the XLS file:
A) Manager ID: The UID number of the user/manager who issued the tickets (each manager on the account is assigned a UID).
B) Manager First name: The first name of the user/manager who issued the tickets.
C) Manager last name: The last name of the user/manager who issued the tickets.
D) Manager email address: The email of the user/manager who issued the tickets.
E) Event ID: The UID of the event the item was purchased on (each event is assigned a UID).
F) Event name: The name of the event the item was purchased on.
G) Start at: The start time of the event the item was purchased on.
H) End at: The end time of the event the item was purchased on.
I) Item type ID: The UID of the item type (each ticket type or item type you create is assigned a UID).
J) Item category name: The category registered on the item type e.g. "ticket" or "live stream".
K) Item type name: The name of the item type which you created e.g. "Adult ticket".
L) Payment type: The type of transaction e.g. "cash" or "online".
M) Sales channel: The channel through wish the ticket was purchased e.g. "mobile_web" or "backend".
N) Payment status: This shows where the payment is in the processing of the funds, so this will show whether we have settled the funds with you yet or not.
O) Seat: The seat assigned to the ticket if your event has a seat map.
P) Row: The row assigned to the ticket if your event has a seat map.
Q) Section name: The section assigned to the ticket if your event has a seat map.
R) Price: The price of the item which you assigned when creating the item type.
S) Fee: Your organiser fee on the item which you assigned when creating the item type.
T) Total price with VAT: The total face value of the item.
U) Datestamp sold: When the sale was made.
V) Item usage datestamp: When the item was checked in.
W) Payment received datestamp: When TicketCo settled the funds with you.
X) TicketCo invoice number: The invoice in which the settlement is documented.
Y) TicketCo fee ex. VAT: Our TicketCo fee on the item excluding VAT.
Z) TicketCo VAT: The VAT applied to our TicketCo fee.
AA) TicketCo total fee: Our TicketCo fee plus VAT.
AB) Ticket buyer First name: The first name of the purchaser.
AC) Ticket buyer Last name: The last name of the purchaser.
AD) Email address: The purchaser's email address.
AE) Cell phone number: The purchaser's phone number.
AF) Ticket holder street: The customer's street address (this applies only to admin sales).
AG) Ticket holder city: The customer's city (this applies only to admin sales).
AH) Ticket holder Zip: The customer's zip/post code (this applies only to admin sales).
AI) Opt in status: Whether the purchaser selected to opt in to marketing emails (this is linked to our Legal terms feature which you can read more about here).