Reports are how agile packages and delivers the data that is collected as you and your customers check out through the system. While you can pull data from a variety of locations in the system all reports are found on the web portal. Begin by Logging In or navigating to the web portal.

Along the left menu bar click Reports to launch that section.

In the reports area you will be met with a search bar right at the top. If you have a search word in mind or know the name of a report you can use this to find it quickly. Here are a few common report keywords that can help you find what you are looking for.

Manifest - This term refers to reports that are focused on your clients. A manifest will return as much customer information as it can including but not limited to seating for reserved seating events and answers to order questions

Extract - This term will be found on some of the most data-driven reports, these will often be limited to opening in Excel or should be due to size and complexity.

Audit - This term is attached to reports that will usually summarize a period of time or folder down to its gross figures.

Next to each report you will find an (i) which is a call out for what this report will contain. Clicking this will open a window with details about that specific report. You can find all of these callouts in one place Here.

The Favorites section will be blank when you first arrive but as you find reports you like if you toggle the star that report will now live in its home section but also in the favorites area. Under that is the Recent section where you will find the last 10 reports you ran.

Popular Reports are the ones ran most often by people in your organization and can be a good place to find that report your co-workers usually runs. Custom Reports are used to filter existing datasets into something that may not already be available via an existing report. Once created at saved These will be covered in more detail in the Advanced Reporting section at the bottom of this article.

From this point down, reports are broken into sections defining what you will target with that report. If you want to know how much popcorn you sold that will be in concessions, customers attending a show will be in event, and who your active members are will be found in membership. In bold are the reports from each section that stand out or are commonly needed.

Accounting - Accounting holds more reports than any other section and is, therefore, the most robust in terms of data. Commonly run reports from this section include. 

Agent Cash Out / User Batch Audit - This is the same report that can be printed from the PoS and used to balance a drawer. 

Executive Summary - Summarizes your entire organization by sales channel and folder for a defined time, making it great for a snapshot of how things are going.

Gross Revenue By Event – Breakdown of gross money by tickets sold for a specific event and date range.

 Organization Audit - Gives total numbers for the organization broken down only into totals.

Analysis - Analysis is where you will find the reports that are optimized to run for long time periods. Both of the reports found here will compare one time to another.

Period Over Period - Shows one time against another by sales line, buyer type, or folder.

Concessions - These reports will all target the Sales Line Type of Concessions.

Concessions /SKU Sales Audit Extract - Show current inventory levels for all items.

Concessions Audit - Shows concessions sale for a time period.

Customer - These reports will return only customer data broken up into various groups. The Customer DB Extract will pull your entire customer base into an excel file.

Customer DB Extract - Exports your entire customer base into an Excel document.

Donation -  These reports will all target the Sales Line Type of Donation.

Donation Manifest – Breaks down donations for a time period by sales channel and list all orders and question answers.

Donor / Member Manifest Extract – List donations for a  time period with all customer data.

Event - Event is the second largest section by number of reports and targets all show and event sales line types. Reports in this area will typically break things down by ticket type and date.

Event Audit - Targets a specific event and reports on ticket sales and inventory levels.

Event Manifest - Reports back on the customers who are attending an event, including reserved seating details.

Gate Control - These reports target the ticket you scan in-house and can show you how many sold tickets were used and other attendance details.

Gate Control Detail Extract by Date - Shows the show and customer information that is collected during a scan.

Gate Control Summary - This shows the scan state of all tickets you scanned for each date and event.

Gift Card - These reports will all target the Sales Line Type of Gift Card.

Gift Card Manifest - Shows who purchased a gift card during this time and the answers to any order questions.

Gift Certificate -These reports will all target the Sales Line Type of Gift Certificate.

Gift Certificate Manifest -Shows who purchased a gift certificate during this time and the answers to any order questions.

Gift Membership - These reports will all target the Sales Line Type of Gift Certificate as that is how Agile treats a gift membership until it is redeemed.

Gift Membership Manifest -Shows who purchased a gift membership during this time and the answers to any order questions.

Membership -  These reports will all target the Sales Line Type of Membership.

Membership Extract by Expiration - Show how many members you had during a time period.

Membership Usage - Shows how often your members are taking advantage of system-built benefits.

Merchandise -  These reports will all target the Sales Line Type of Merchandise.

Merchandise /SKU Sales Audit Extract - Show current inventory levels for all items.

Merchandise Audit - Shows merchandise sales for a time period.

Multipack -  These reports will all target the Sales Line Type of Multipacks.

Multi Packs \ Extract by Expiration - Show how many multi packs you had during a time period.

Multi Packs Usage - Shows how often your customers are taking advantage of system-built benefits.

Orders - These reports target orders instead of sales and contain several rarely used but very important reports.

Credit Card Chargeback Details - Give this report an order and case number, and it will generate the paperwork needed to dispute a credit card chargeback with your bank.

Refund / Cancelation Summary - This one shows all refunds for a time period, including customer and agent data.

Package - These reports target the Sales Line Type of Package.

Package Orders - Shows all Package data including customer and the answer to any questions you asked.

Package Renewal Status Extract - Will show who has and has not renewed when that options have been built into a package.

Pass - These reports will all target the Sales Line Type of Pass.

Pass Extract by Expiration - Show how many passes you had during a time period.

Pass Usage - Shows how often your customers are taking advantage of system-built benefits.

Sales - These reports target pieces of an order making it possible to view only the ones that fit your criteria.

Promotion Usage Summary - Shows how your promo code is performing in the wild.

Sales by State /City/ MSA - This one will use customer data to build a heat map of your attendees by zip code.

Advanced Reporting, choose your desired activity

Custom Reports

 

Schedule Reports

 

 

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When you schedule a report the parameters you are running that report for become the parameters that will be delivered to you. This is to say that if the report if for January 1st to January 14th  those are the dates you will receive every time this report is delivered. That means the best reports are the ones you can run for a variable block of time such as the report in this example that can be run for last week.

 

Many of the reports you can find in Agile can be scheduled to self-run and email you on a fixed timetable. You will know these reports by the Schedule Email button found in the view and download area.

 

In the Email Address field put as many emails as you need using enter to save one and move to the next. Recurrence Pattern is how often you want this report to be sent.

 

Day of the week is when this report will be delivered and can be combined with tell the system when your week begins to get numbers for that past seven days. Time is when this report will generate so it should be set to a non-business hous to prevent cut offs during sales.

 

Subscription End Date is when this will stop automatically reporting to the emails addresses listed above. The Report Format is how you would like this delivered to the listed emails addresses. Send in Email Body will simply send you the result of the report as the body of the email, choosing either Send as PDF or Send as Excel will attach the report as that file type.

 

Use the Email Subject Line field to tell yourself what's in this report and click Submit to save and close.

 

Back on your dashboard, which you access with the Home button, you can view your scheduled reports using the Report Subscriptions button.

 

From the Manage Subscriptions page you can edit any of the settings of this report or delete it when it is no longer needed.