Partner Portal

Creating Custom Reports

Custom reports give producers, ticketing managers, marketing teams, and anyone else working on a show granular visibility into their sales data. You choose the date ranges, the performances, the retailers, and the level of detail — then receive the report by email on whatever schedule you need.

Use custom reports to:

  • Understand sales patterns — see how revenue breaks down by performance, by day, or by individual ticket
  • Reconcile finances — match transactions against bank deposits, audit refunds, and track commission deductions
  • Feed external BI tools — export as CSV and plug directly into Excel, Tableau, Power BI, or any other analytics platform for further visualisation and analysis
  • Keep stakeholders informed — schedule recurring reports so your team (or your retailers, e.g. ticket agents) get regular updates without manual work

Prerequisites

Open the report builder

  1. Log in to the partner portal.
  2. Navigate to Insights > Custom in the sidebar.
  3. Click Create new report.
  4. Select Custom report (not Invoice report — see Invoicing for invoice setup) and click Continue.

The Custom Reports list shows all existing reports with their status, type, and schedule.

Select Custom report or Invoice report.

The report builder is a 3-step wizard: date parameters, report details, and delivery options.

Step 1: Date parameters

Set up the date parameters for your report. Both the Transactions and Performances sections offer the same three options.

Step 1 — the default view with All transactions and All performances selected.

Transactions

Choose which transactions to include based on when they were processed.

FilterWhat it doesWhen to use
All transactionsNo date filterFull history or audit reports
Day rangeRolling window (e.g. “previous 7 days”)Recurring weekly/daily reports — the window moves with each send
Date rangeFixed start and end datesOne-off reports for a specific period (e.g. holiday season)

Day range gives you a Previous / Next toggle and a number-of-days input. Choose “Previous” for historical data (e.g. last 7 days of sales) or “Next” for forward-looking data (e.g. upcoming orders).

Day range selected — set the direction (Previous/Next) and number of days.

Date range opens a calendar picker where you select specific start and end dates.

Date range selected — pick exact start and end dates.

Performances

Choose which performances to include. The options mirror the transaction filters.

FilterWhat it doesWhen to use
All performancesEvery performanceGeneral reporting
Day rangeRolling window (e.g. “next 7 days”)Upcoming performance summaries or advance order reports
Date rangeFixed performance datesReports for a specific run or season

Performances with Day range selected.

You can combine transaction and performance filters independently. For example: all transactions, but only performances in the next 7 days — useful for checking advance orders.

Transaction dates reflect when each charge or refund was processed — not when the original order was placed. A ticket sold last week and refunded this week will appear in this week’s report as a refund.

If you need to see the full lifecycle of a ticket (sale and refund together), use a date range wide enough to capture both events.

Click Continue to proceed.

Step 2: Report details

Configure the details of your report.

Step 2 — retailers, credit card status, and grouping.

Retailers

By default, all retailers are included. Click Edit to open the retailer picker, where you can select or deselect individual retailers.

The retailer picker showing all available retailers with checkboxes.

Credit card status

Select which transaction statuses to include. All statuses are selected by default — click a pill to toggle it on or off.

StatusDescription
ChargedCompleted sales
RefundedProcessed refunds
PendingTransactions awaiting processing
CancelledCancelled transactions
VoidedVoided transactions

Refunds net against their original sale. If you include both Charged and Refunded, the totals reflect the net position. Including all statuses is recommended for most use cases.

Group report by

This determines what each row in your report represents. Select one or more groupings — each generates a separate report table in the same email.

GroupingEach row representsBest for
TicketOne ticketAuditing individual transactions, tracing refunds, checking specific orders
PerformanceOne performanceComparing performance-level revenue, checking capacity by date
Transaction dateOne day of transactionsTracking daily sales volume, reconciling bank deposits

You can select all three to receive a comprehensive set of views in one report.

All three groupings selected — Ticket, Performance, and Transaction date.

Click Continue to proceed.

Step 3: Report delivery

Choose how and when to receive your report.

Step 3 — format, recipients, and schedule.

Report format

FormatBest for
CSVImporting into spreadsheets, plugging into BI tools (Excel, Tableau, Power BI), running calculations
PDFSharing with colleagues or retailers — cleaner, branded presentation

Select one or both formats.

Report sent to

The report is sent to your email by default. Click Edit to add additional recipients:

  • Colleagues who need visibility
  • Retailers who want sales updates

Recipients do not need a portal account — they receive the report by email only.

Schedule

ScheduleBehaviour
One-timeSends the report within 10 minutes. No recurrence.
DailySends every day at 5:00 AM.
WeeklySends once per week on your chosen day.

Selecting Weekly reveals a day-of-week picker so you can choose which day the report is sent.

Weekly schedule with day-of-week picker — choose when to receive the report.

Recurring schedules pair well with day ranges. For example, a weekly report with “previous 7 days” of transactions delivers a rolling weekly summary every Monday.

Save and send

Click Save changes to activate the report. One-time reports arrive within 10 minutes. Scheduled reports begin on their next scheduled send.

Next steps