The Reporting Portal can be found under the Support Functions header from both Administration and Sales.
Your Reporting log-in credentials are the same as your Agile software username and password. New users for the Reporting portal can be added in Agile just as you would add for any new user in the system. Creating User Names for your Staff
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 by specific batch numbers/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 fomrated as an Excel spread sheet.
Accounting Batch Audit- Journal Entries: Pull a report by specific date, and see credits/debits by Revenue Account/GL Codes name.
*Agent Cash Out/User Batch Audit: Pull by specific username and batch date. Will show details of user's transactions. This is a frequently used report for balancing a user's daily sales and transaction activity through the day. Tracks all sales by the user and manages daily cash and checks to balance at the end of the shift.
Check Refund Requests: This report pulls by specific batch numbers/date then shows reconciliation with additional refund detail.
Consolidated Accounting Audit: Choose a date range and the transactions will be organized by Event/Item type and Sales Organization with a summary on last page of payment types and tips (if applicable).
Consolidated Cash Out/Accounting Batch Audit: This report pulls by specific batch numbers/date and transactions and will be organized by Event/Item type and Sales Organization with a summary on last page of payment types and tips (if applicable). The difference with this and Consolidated Accounting Audit is a Reconciliation/Cash Out summary on front page.
Credit Card Settlement: This report pulls by specific Merchant Transaction Batch Numbers 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 Number 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 numbers/date then enter a date range of events and you will get event sales, payments, refunds, deferred balances for that period. Includes all detail of price types sold.
Daily Audit- Consolidated: This report pulls by specific batch numbers/date and event date range for a summary of all sales, payments by Sales Channel & Terminal, and refunds for that period.
Daily Audit- Location/Terminal Summary: This report pulls by specific batch numbers/date event date range for a summary of all sales categorized by location and terminal.
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). 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: Select your organization then event name with a sale date range to show a sales summary with breakdown of event admission, service fees, delivery fees, and payment type.
Gross Revenue- Box Office Statement: Select your organization and your event date range to see an overview of admission sales categorized by event date.
*Gross Revenue- Rentrak/EDI: Select event date range and enter Rentrak Org code. Enter the Venue name to specify the venue the report should be sent to. This report can be set up as an automatic email subscription. Only shows gross money for that event date range. Frequently used report for Art House organizations.
Gross Revenue by Event: Select sales organization then choose sale date range and event date range showing sales with event name, tier, and price.
Order/Delivery Fee Audit: This report pulls by specific batch number/date and shows detail of order and delivery fees with buyer type and delivery method.
Organization Audit: Select a sale date range for summary & pie chart of sales line types and sales channel. Also gives detail based on sales channel and buyer type.
Organization Invoice: Choose a sale date range to categorized by sales channel and breakdown of revenue payment type. Includes complimentary tickets.
Organization Invoice- Method of Payment: Choose a sale date range and see method of payment organized by event name then revenue type.
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 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 breakdown by revenue account and sales line.