Overview
The Reports area of your organizer dashboard gives you ready-to-use reports covering registrations, finances, transfers, teams, add-ons, and more. Every report can be filtered, sorted, and exported, and you can save your own customized views for reuse.Finding reports
Open Reports from the left navigation in your organizer dashboard. The page has two tabs:
Use the search bar on each tab to find a report by name.
Report categories
Every pre-built report is tagged with one of three categories:Available reports
Analytics
Operational
Financials
Financial reports — Line Items, Transactions, Payouts, VAT Invoices, and
Portfolio Performance — are only visible to users with financials access on
the account. If you cannot see these reports, ask your account owner to grant
you the necessary permissions.
Using a report
1
Open the report
On the Let’s Do This Reports tab, click a report card to open it.
Some reports are event-specific — Registrations, Add-on Allocations, Add-on
Performance, Price Changes, Teams, and Transfers — and clicking the card
opens a picker so you can choose which event occurrence to run the report
for.
2
Adjust columns and filters
Use the column picker to show or hide columns. Use the filter controls to
narrow the data — for example, filter registrations to a specific ticket
type, or transactions to a date range.
3
Export or save
- Export — download the current view as a CSV file.
- Save as a Custom Report — name the report and save it with your current columns and filters intact. It appears in the Custom Reports tab and can be reopened at any time with the same setup.
Most reports reflect bookings and transactions as they happen. Where data may
be delayed, the report description notes how long the delay can be.