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You can pull reports from the Report tab in Web Portal. To access Web Portal from the Agile Ticketing Solutions Application, click on the Support Functions button in the top of the screen. Then, click Web Portal.
Click the Report button on the left side of the screen to go to the Reporting Portal.
New users for the Reporting Portal can be added in Agile just as you would add any new user in the system. This can be done in the Administration side of the Agile Application (See Creating User Names for your Staff for more information) or through the Web Portal (See Adding New Users in Web Portal for more information).
Reports are permission-based, so if you do not see a report listed, first check with your organization's administrator or contact your Agile Client Support Representative.
Accounting Audit- Pay Type Group and Account: This report pulls by specific batch numbers/date then summarizes payments by payment type (i.e. credit card/check/cash) and account type. To see additional details of payment type such as types of credit cards, make sure to check the box for 'include payment type detail'.
Accounting Batch- Location/Terminal Summary: This report pulls sales information by specific accounting batch/date then summarizes payments by Location and Terminal (i.e. box office 1, box office 2, etc).
Accounting Batch Audit- GL Post Extract: Pull a report by specific date and you will see payments categorized by the General Ledger names or codes. This is formatted as an Excel spreadsheet.
Accounting Batch Audit- Journal Entries: This report pulls a summary of sales based on the Revenue GL Accounts set up in Agile and gives you grand total Credits and Debits for that accounting batch.
Agent Cash Out/User Batch Audit: This is the most used report. This report will show details of a user's transactions. This allows the user to balance their daily sales and transaction activity for that day. This report also tracks all sales by the user and manages daily cash and checks to balance at the end of the shift.
Check Refund Requests: Some organizations do not give cash or credit refunds but require that a check is cut for the refund. This report pulls all of the refunds processed with a check.
Consolidated Accounting Audit: Choose a date range, and the transactions will be organized by Event/Item type and Sales Organization with a summary on the last page of payment types and tips (if applicable).
Consolidated Cash Out/Accounting Batch Audit: This report pulls by specific accounting batch date for all users. It tracks all transactions and will be organized by Event/Item type and Sales Organization with a summary on the last page of payment types and tips (if applicable).
Credit Card Settlement: This report pulls by specific Merchant Transaction Batch and gives a detailed listing of all credit card transactions in separate line items. This report will also show a breakdown of payments by event or item name.
Credit Card Settlement Batch: This report includes all details from credit card settlement but is pulled with a date range instead of Merchant Transaction Batch, so it will provide multiple batches in one report.
Customers w/Account Balance: This report will show a listing of customer accounts with account balances (paid more than owed).
Daily Audit: This report pulls by specific batch date the event date range and can give Report the payment transaction details. It includes all details of price types sold for that day's events as well as for any future events that were sold that day.
Daily Audit- Consolidated: This report pulls by a specific Accounting Batch and by a specific event date range. It gives you event detail for any sales on that specific Day.
Daily Audit- Location/Terminal Summary: This report pulls by specific accounting batch and event date range for a summary of all sales categorized by location and terminal for that day.
Daily Audit- MOD Summary: This report pulls by specific batch numbers/date to see a summary of payments made by buyer type and location/terminal.
Daily Sales Summary: This report pulls by specific batch numbers/date and summarizes AMS sales and Web sales by revenue account types (i.e. event admission, fees, subscriptions). It also provides attendance summary if you scan tickets.
Deferred Balance Orders: This report gives a listing of customers that owe money on their account.
Event Invoice: This report pulls a summary of sales for a specific event with a breakdown of sales by GL Account Revenue Codes, Payment Method, and Buyer Type.
Gross Revenue- Box Office Statement: This report allows you to pull information for a specific Sales Folder, A Specific Event Date Range, and Distributor, if applicable. It pulls the event date information, the number of tickets sold, and the gross revenue for that event.
*Gross Revenue- Rentrak/EDI: Select event date range and enter Rentrak Org code. Enter the Venue name that ComScore/Rentrak has assigned to your organization. This can be set up as an email subscription that can be emailed directly to ComScore/Rentrak as well as others in your organization. This is a frequently used report for Art House organizations.
Gross Revenue by Event: This report pulls Gross totals for a Sales Date and Event Date Range. The report breaks down the Gross money and the total number of tickets sold for each event in that Date Range.
Order/Delivery Fee Audit: This report pulls by specific batch number/date and shows details of the order and delivery fees with buyer type and delivery method.
Organization Audit: Select a sale date range for a summary & pie chart of Sales Line types and Sales Channel. Also, gives detail based on Sales Channel and Buyer Type.
Organization Invoice: Allows you to pull all sales for all items based on a sales date range. The reports are separated by Sales Channel and included the Account Revenue Number assigned to the price. The final page of the report gives you a summary of sales for that date range.
Organization Invoice- Method of Payment: This report pulls a list of all items sold and sorts it by payment method for each item.
Organization Invoice- Project Summary: Choose a sale date range to show sales by account type with project code information.
Organization Invoice- Redeemed Revenue Summary: Choose sale date range with event date range and see a breakdown of revenue accounts unredeemed and redeemed.
Organization Invoice- User Activity: Choose a sale date range to see sales categorized by the user then event name.
Sales Level Organization Invoice: Choose organization and sale date range then separated into sales channels.
Sales Revenue Audit: Select batch number/date to see a breakdown by revenue account and sales line.