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Customer, Donations, and Event Reports

Want to learn more? Check out our different ATSU Learning Webinars on reporting: 

Accounting Reports 

Box Office Reports

 

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.  

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The click on the Report button to the side of the screen. 

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New users for the Reporting portal can be added in Agile just as you would add for 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.

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 purchases customer info and donation amount. PDF or HTML view only.

Donations Manifest Extract: Choose donation name and sale date range to see a listing of donors with customer info, payment info, and order info. This is formatted for an Excel spreadsheet. 

Donor/Member Manifest Extract: This report pulls donor and member detail information for a specific Sales Date Range. This is formatted for an Excel spreadsheet. 

EVENT

comScore Swift Extract: This report pulls all information that is sent to comScore Swift on a nightly basis.  Pulls detail by Distributor, Film, Ticket Types, Ticket Prices and Gross Revenue for that event. Formatted for Excel spreadsheet.  Used to confirm information that is pushed to Swift on a nightly basis and should be used in conjunction with Swift BOR. 

Attendance By Screen: Choose event date range with the option to filter by venue to see a 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 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: Report allows the user to pull finacial information for a specific event date and breaks down the detail based on the sales, 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: Pulls a total list of customer perchase information for an event. Gives order detail for each order. 

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. Gives you a quick view of inventory available for purchase, those sold and what is still on hold. 

Event Manifest: Choose the 'Organization folder' then event name and select the sale date ranges to show the customer order information for that event and includes their order number, the number of tickets purchased, payment type and any questions that might have been asked for that transaction. Also shows order notes if added. Formatted for PDF and is not sortable. 

Event Manifest Lite: Choose the 'Organization folder' then event name and select the sale date ranges to show the customer order information for that event and includes their order number, the number of tickets purchased, payment type and any questions that might have been asked for that transaction. Also, shows order notes if added. Formatted for PDF and is not sortable. 

Event Manifest Extract: Gives you the same detail as the Event Manifest only it is formatted for an Excel Spreadsheet. 

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. Formated for PDF and is not sortable. 

Event Reconciliation: This report pulls detailed information for each showing date and time with ticket detail and gross revenue for each showing. 

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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