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The Portfolio Performance report requires financials access on your account. If you cannot see it, ask your account owner to grant you the necessary permissions.
The analytics reports give you a portfolio-wide view of how your events are performing — registrations sold, revenue generated, add-on take-up, and the growth of team entries. Use these alongside the day-to-day operational reports to understand not just what is happening at an individual event level, but how your portfolio is trending over time. Open Reports from the left navigation in your organizer dashboard. The analytics reports are tagged with the Analytics category badge on the Let’s Do This Reports tab.

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Portfolio Performance

Portfolio Performance is your top-level view of ticket sales and revenue across all events. You can view the data three ways: Use By event to compare individual events side by side. The By day and By month views are useful for spotting sales velocity patterns — for example, whether registrations are clustering around price-change dates or spreading more evenly across the selling window.

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Add-on Performance

The Add-on Performance report shows how well your add-ons are selling, broken down by add-on type per event. Each row shows the total units sold and the revenue generated. Use this report to identify which add-ons are most popular, see which events have the strongest add-on uptake, and inform decisions about what to offer at future events.

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Team Performance

The Team Performance report tracks team creation and membership growth. You can view data by month or by event occurrence. Use this report to understand the group dynamic at your events — whether teams are forming early, and whether group registrations are growing across your portfolio.

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Filtering, saving, and exporting

All analytics reports support column selection and filtering. Use the filter controls to narrow the data to a specific event occurrence, date range, or other dimension. To save a filtered or customized view for repeated use, choose Save as a Custom Report and give it a name. It appears in your Custom Reports tab and opens with the same columns and filters already applied. To download the data, click Export to get a CSV of the current view.