How to Use Reports

Reports offer an in-depth look at how your business is performing. Advanced analytics and filters help show the data that matters most to your venue. 

• Navigating Reports
• Filtering Reports
• Downloading and Emailing Reports

Navigating Reports

Reports Page Overview from the picture above.

1. Main Report Navigation - The main reports will be listed on the left navigation bar. Each report has an information button that has more information on that report.
2. Report Info - Key information about each report is built into this button.
3. Sub Reports - Navigate between related reports by using the left and right arrow buttons.
4. Additional Options - Here you can Email and Schedule the current report.
5. Filters - Filter the current report data based on the parameters you set.
6. Download - Download the current report in an Excel, PDF, or CVS format.

Filtering Reports

Filters allow you to structure the current report's data based on the settings you implement. For more information on filtering reports, you can click here.

To use filters, click on the filter section to expand the filter parameters. Depending on the selected report, the available settings will be different. In the example below, the available filters are; Date, Event, Event Type, Location Group, Location, and Employee.

1. Click the Filter you would like to apply. Click from the drop down the correct parameter. In the example, under date we have selected  2024/04/15 (year/month/day), and under Location Group, we have selected Concession Stands. 

2. Click the green circular icon to apply the filters to the report.

Note: Navigating between reports while you have filters applied will keep those filters. You must click the three dots on the right and then click Reset Filters to remove the filters and start again. 
The default date filter will always be in the last 7 days. 

Downloading and Emailing Reports

Downloading Reports

You can also download an individual table by hovering over the table and clicking the three dots icon. You can download this data as:

• TXT (tab-separated values)
• Excel (Excel 2007 or later)
• CSV
• JSON
• HTML
• Markdown
• or PNG

Scheduling Email Reports

1. Click the overflow menu (3 dot menu) to schedule delivery of reports via email.

2. Under Settings, fill in the following:

• Schedule Name: defaults to the name of the report, but can be edited.
• Recurrence: frequency and timing that the report should be sent
• Destination: will always be email
• Email addresses: add the emails of the recipients here. Do not delete [e-mail] as this is the designated "sender"
• Format: can choose between PDF, CSV, or PNG visualization files

3. Under Filters, set the desired parameters for the report.

• Date: date or range of dates you would like to be included in the report
• Event: if you only want a specific event's data included, choose the event and the date of the event as well
• Event Type: if you want to see a range of event data that are assigned to a certain event type, select that event type here (without selecting an event in the previous filter and ensure that the date range is accurate to what you'd like to see)
• Location Group: the group of locations you would like to see (for example, all premium locations)
• Location: you may hone in one particular location's data 

4. Under Advanced options, you may:

• Include a Custom Message that will be sent to the receiver
• Include Links: 
• Expand tables to show all rows:
• Arrange dashboard tiles in a single column: this will force the report to be one long vertical page, but risks cutting off columns on the far right 
• Select Paper size
• Set the Delivery timezone: defaults to America Central Time Zone, but can be edited 

Below is an example email sent from Clover Sport Manager:

Reporting Alerts

Get email-based alerts when data in reports changes. Click the Bell icon you can set rules to automatically email you when the alert is triggered. For example, you can set an alert for when the number of refunds exceeds ten.