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Customer, Donations, and Event Reports

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.

 

CUSTOMER

Customer DB Extract: Spreadsheet shows a full listing of all customer accounts in your database.

Customer Classification Extract: If your organization has classifications setup, this report will allow you to pull lists of each customer group and provide their name, email, address, and phone data.

DONATIONS

Donations Manifest: Choose donation name and sale date range to see a sales summary by sales channel followed by purchasers customer info and donation amount. PDF or HTML view only.

Donations Manifest Extract: Choose donation name and sale date range to see listing of purchasers with customer info, payment info, and order info. 

Donor/Member Manifest Extract: Choose a sale date range for show of all donations with order information during that period.

EVENT

Attendance By Screen: Choose event date range with option to filter by venue to see breakdown of attendance with gross revenue by event and event date.

Consolidated Event Audit: Choose the 'Organization folder' then event & sales date ranges. This report will help pull a summary by Event name when the event may have multiple showing dates.

Daily Schedule: Choose event date range with option to filter by venue to show schedule with venue, event, start date & time, end date & time, and duration information.

Delivery Method Extract: Choose the Organization folder, the event, delivery method, and sale date range to see customer info by delivery with order details. 

Event Audit: Choose the 'Organization folder' then event name and select the event & sales date ranges to see a breakdown of sales by tier, buyer type, inventory, delivery method, and payment method.

Event Audit-Sales and Usage Summary: Choose the 'Organization folder' then event name and select the event & sales date ranges to see a breakdown by tier of tickets ordered, printed, and redeemed. 

Event Audit Lite: Choose the 'Organization folder' then event name and select the event & sales date ranges to see a summary of sales by tier, buyer type, and payment method. 

Event Audit Settlement: Choose the 'Organization folder' then event name and select the event & sales date ranges to show sales by tier, payment method, and ticket price & type. 

Event Guest List: Choose Organization folder and event to show a detailed guest list with customer name, order, ticket type, quantity, and ADA.

Event Inventory (Default/Non-ADA) Extract: Choose event date range and see events with tickets sold, comp, available, and percentage sold. 

Event Inventory Summary: Choose event date range to see all detail of sold, comp, held, ADA, percent available.

Event Manifest: Choose the 'Organization folder' then event name and select the sale date ranges to show event sales (in html or pdf) by customer with payment info. Not sortable.

Event Manifest Lite: Choose the 'Organization folder' then event name and select the sale date ranges to show event sales (in html or pdf) by customer but with order #, ticket type, quantity information all in one row.

Event Manifest Extract: Choose the 'Organization folder' then event name and select the sale date ranges to show event sales in Excel with customer information, order information, and payment detail. This report also pulls question responses (this can be found in the Detailed Manifest tab). 

Event Manifest w/Seat Detail Extract: Used for reserved seating. Choose the 'Organization folder' then event name and select the sale date ranges to show event sales in Excel with customer information, order information, payment detail, and seat detail. 

Event Manifest w/Seat Detail: Choose the 'Organization folder' then event name and select the sale date ranges to show event sales (in html or pdf) by customer with customer info, delivery method, and order info. Not sortable.

Event Reconciliation: Choose the 'Organization folder' then event name and select the sale date ranges to show event sales by venue, time, then ticket type with a total of all venue sales at the end.

Event Reconciliation Summary: Choose the 'Organization folder' then event name and select the sale date ranges to show event sales by venue and ticket type in separate pages.

Event Sales By User: Choose 'Organization' and Event to see event sales separated by User then sold by ticket types.

Event Setup: Choose 'Organization' and Event to see setup and properties of the tier(s) and ticket type(s) by sales channel.

Event Ticket Activity Extract: Choose 'Organization' and Event to see event ticket detail by barcode.

Inventory Group Manifest: Choose 'Organization' and Event for listing of sales by inventory name then seat and order information.

Inventory Summary: Choose 'Organization' and Event date range for a breakdown of inventory's available/ordered/disabled seats organized by tier and inventory name.

TixTrack Seating Extract: Choose 'Organization' and Event name for a breakdown of the seating with tier, inventory name, ticket type, and quantity.

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