Follow these steps to create a Customer report.
- Settings > Reports > Select the type of report you'd like to generate
- Click Create to the right of the Saved Views drop down box
- Input a View Name for future reference
- Click + under Data and select the data you want to view, repeat this step to build up all the items required in the report
- Complete additional Settings and set any required user Permissions
- Click Save
You will now be able to see the new Report View in the drop down list. Please use the following table to establish what data you can view in each report:
| Data Item | Attendees | Orders | Events | Payments | Volume |
|---|---|---|---|---|---|
| Product Name(s) | ✓ | ✓ | ✓ | ||
| Participant [Fieldname] | ✓ | ||||
| Purchaser [Fieldname] | ✓ | ✓ | |||
| Type - [Fieldname] | ✓ | ||||
| Location | ✓ | ✓ | |||
| Resource | ✓ | ✓ | ✓ | ||
| Upsells | ✓ | ||||
| Order Reference | ✓ | ✓ | ✓ | ||
| Order Status | ✓ | ||||
| Product Group | ✓ | ||||
| (Event) Start Date Time | ✓ | ✓ | |||
| (Event) End Date Time | ✓ | ✓ | |||
| Organisation | ✓ | ✓ | ✓ | ||
| Order Date | ✓ | ✓ | |||
| Order Value | ✓ | ✓ | |||
| Order Paid | ✓ | ✓ | |||
| Order Source | ✓ | ✓ | |||
| Order Modified Date | ✓ | ||||
| Order Outstanding | ✓ | ✓ | |||
| Order Comments/Notes | ✓ | ✓ | ✓ | ||
| Total Value | ✓ | ||||
| Checked-In | ✓ | ||||
| Event Group Code | ✓ | ✓ | ✓ | ✓ | |
| How Did You Hear About Us? | ✓ | ✓ | |||
| Age On Event Date | ✓ | ||||
| Accounting Code | ✓ | ||||
| Product Pricing Chosen | ✓ | ||||
| Order IP Address | ✓ | ✓ | |||
| Gross | ✓ | ✓ | |||
| Net | ✓ | ✓ | |||
| Tax / VAT | ✓ | ✓ | |||
| Order Charges | ✓ | ||||
| Resource Type | ✓ | ||||
| Tags | ✓ | ||||
| Publish Date Time | ✓ | ||||
| Unpublish Date Time | ✓ | ||||
| Attendees Booked | ✓ | ||||
| Attendees Checked In | ✓ | ||||
| Minimum Attendance Limit | ✓ | ||||
| (Event) Capacity | ✓ | ||||
| (Payment) Date | ✓ | ||||
| (Payment) Time | ✓ | ||||
| (Payment) Type | ✓ | ||||
| (Payment) Method | ✓ | ||||
| Transaction Id | ✓ | ||||
| Transaction Processed By | ✓ | ||||
| Transaction Description | ✓ | ||||
| WorldPay Transaction ID | ✓ | ||||
| Event Dates | ✓ | ||||
| Volume Date | ✓ | ||||
| New Users | ✓ | ||||
| Return Customer | ✓ | ||||
| Total Orders | ✓ | ||||
| Total Order Items | ✓ | ||||
| Orders Cancelled | ✓ | ||||
| Refunds | ✓ |