Follow these steps to create a custom report tailored to your specific needs. Generating reports can provide valuable insights and help streamline your operations, allowing you to make informed decisions based on your data.
- Navigate to Settings > Reports, and select the type of report you'd like to generate. This initial selection will determine the specific dataset you will be working with for your report.
- Click Create to the right of the Saved Views drop-down box. This action will initiate the process of setting up a new custom report.
- Input a View Name for future reference. It is advisable to choose a name that clearly identifies the purpose of the report, making it easier to locate later.
- Click the + icon under Data and select the data you wish to view. You may want to consider the information that is most pertinent to your objectives. Repeat this step to build up all the items required in the report. Customising the data selection will ensure the report aligns with your specific needs.
- Complete any additional Settings as necessary, ensuring that the report is tailored to your requirements. Here, you can also set any user Permissions required, determining who can access or modify the report.
- Finally, click Save to finish creating your custom report.
You will now be able to see the new Report View in the drop-down list. This newly created report view can be easily accessed whenever you need it. For your convenience, please use the following table to establish what data you can view in each report. This will help you better understand the various reporting options available and guide you in selecting the most appropriate report types for your analysis.
| Data Item | Attendees | Orders | Events | Payments | Volume |
|---|---|---|---|---|---|
| Product Name(s) | ✓ | ✓ | ✓ | ||
| Participant [Fieldname] | ✓ | ||||
| Purchaser [Fieldname] | ✓ | ✓ | |||
| Type - [Fieldname] | ✓ | ||||
| Location | ✓ | ✓ | |||
| Resource | ✓ | ✓ | ✓ | ||
| Upsells | ✓ | ||||
| Order Reference | ✓ | ✓ | ✓ | ||
| Order Status | ✓ | ||||
| Product Group | ✓ | ||||
| (Event) Start Date Time | ✓ | ✓ | |||
| (Event) End Date Time | ✓ | ✓ | |||
| Organisation | ✓ | ✓ | ✓ | ||
| Order Date | ✓ | ✓ | |||
| Order Value | ✓ | ✓ | |||
| Order Paid | ✓ | ✓ | |||
| Order Source | ✓ | ✓ | |||
| Order Modified Date | ✓ | ||||
| Order Outstanding | ✓ | ✓ | |||
| Order Comments/Notes | ✓ | ✓ | ✓ | ||
| Total Value | ✓ | ||||
| Checked-In | ✓ | ||||
| Event Group Code | ✓ | ✓ | ✓ | ✓ | |
| How Did You Hear About Us? | ✓ | ✓ | |||
| Age On Event Date | ✓ | ||||
| Accounting Code | ✓ | ||||
| Product Pricing Chosen | ✓ | ||||
| Order IP Address | ✓ | ✓ | |||
| Gross | ✓ | ✓ | |||
| Net | ✓ | ✓ | |||
| Tax / VAT | ✓ | ✓ | |||
| Order Charges | ✓ | ||||
| Resource Type | ✓ | ||||
| Tags | ✓ | ||||
| Publish Date Time | ✓ | ||||
| Unpublish Date Time | ✓ | ||||
| Attendees Booked | ✓ | ||||
| Attendees Checked In | ✓ | ||||
| Minimum Attendance Limit | ✓ | ||||
| (Event) Capacity | ✓ | ||||
| (Payment) Date | ✓ | ||||
| (Payment) Time | ✓ | ||||
| (Payment) Type | ✓ | ||||
| (Payment) Method | ✓ | ||||
| Transaction Id | ✓ | ||||
| Transaction Processed By | ✓ | ||||
| Transaction Description | ✓ | ||||
| WorldPay Transaction ID | ✓ | ||||
| Event Dates | ✓ | ||||
| Volume Date | ✓ | ||||
| New Users | ✓ | ||||
| Return Customer | ✓ | ||||
| Total Orders | ✓ | ||||
| Total Order Items | ✓ | ||||
| Orders Cancelled | ✓ | ||||
| Refunds | ✓ |
If you have any questions or require further assistance, please do not hesitate to contact our support team for guidance. We are here to help you make the most of your BookingLive experience.