Scheduling & Managing Reports

Once you have created a report, you can view, edit, pause, or resume it from the Custom section in the partner portal.

Viewing existing reports

Navigate to Insights > Custom in the sidebar. You will see a list of all reports and invoices that have been set up for your show. The list shows:

• Report name and type (report or invoice)
• Current schedule (one-time, daily, weekly)
• Status (active or paused)
• Recipients

You can filter between active and paused reports.

Editing a report

Click on any existing report to open its settings. You can change:

• Filters — adjust the transaction date range, performance range, retailers, or statuses
• Grouping — switch between by-ticket, by-performance, or by-transaction-date views
• Format — change between CSV, PDF, or both
• Recipients — add or remove email addresses
• Schedule — switch between one-time, daily, or weekly delivery

Click Save changes to apply your edits. Changes take effect from the next scheduled send.

Pausing and resuming

To temporarily stop a scheduled report without deleting it, pause it from the report list. Paused reports retain all their settings and can be resumed at any time.

This is useful when a show goes on hiatus or when you need to temporarily stop sending reports to a retailer (e.g. ticket agent).

Common configurations

Weekly sales summary

A rolling report that arrives every Monday morning covering the previous week’s transactions.

Daily advance order report

Check what performances are coming up and how many tickets have been sold.

Retailer-specific audit

Pull a full transaction history for a specific retailer.

Next steps

• Understanding Report Output — how to read the emailed report
• Report Column Reference — what every column means
• Invoicing — sending invoices to retailers