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# 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.

| Setting | Value |
|---|---|
| Transactions | Day range — previous 7 days |
| Performances | All |
| Retailers | All |
| Statuses | All |
| Grouping | By Transaction Date |
| Format | PDF |
| Schedule | Weekly — Monday |

### Daily advance order report

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

| Setting | Value |
|---|---|
| Transactions | All |
| Performances | Day range — next 7 days |
| Retailers | All |
| Statuses | Charged |
| Grouping | By Performance |
| Format | CSV |
| Schedule | Daily |

### Retailer-specific audit

Pull a full transaction history for a specific retailer.

| Setting | Value |
|---|---|
| Transactions | Date range (full run of show) |
| Performances | All |
| Retailers | Specific retailer |
| Statuses | All |
| Grouping | By Ticket |
| Format | CSV |
| Schedule | One time |

## Next steps

- [Understanding Report Output](/partner-portal/understanding-report-output) — how to read the emailed report
- [Report Column Reference](/partner-portal/report-column-reference) — what every column means
- [Invoicing](/partner-portal/invoicing) — sending invoices to retailers