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.
Gate Control Detail Extract by Date: Choose the scan date range to pull a detailed report of each barcode scan with event name, tier, order #, print date, and customer info.
Gate Control Summary by Date: Choose the scan date range to pull a Summary report by date and event name with Valid, Not Valid, Re-Scan, Void totals.
Gift Card Activity: Choose the sale date range to pull sales with gift card #, order #, and activity date.
Gift Card Extract: Pulls a report of all gift card numbers with current balance.
Gift Card Manifest: Choose organization, gift card program, and sale date range to pull the html/pdf report of sales by customer record with gift card detail down to the Gift Message.
Gift Card Manifest Extract: Choose organization, gift card program, and sale date range to pull an Excel report of sales by customer record with gift card detail down to the Gift Message.
Full Membership Extract: Choose organization, membership program, and member expiration date to pull detail of membership records with member info, price, and question detail.
Member Purchases Analysis Extract: Choose event date range for report of member event purchases during specified time period.
Membership Audit: Choose organization and sale date range to see a membership sales summary by price type.
Membership Extract by Date: Choose organization, membership program, then sale date range to see by order, the memberships sold in that time period.
Membership Labels: Choose organization, membership program, and expire date range for an easy way to print mailing labels.