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Automated Reporting
Automated Reporting

Receive your sales reports by email automatically and periodically according to your needs

Geneviève Têtu avatar
Written by Geneviève Têtu
Updated over a week ago

You can program the automatic delivery of your sales results by email at a specific time. That way, you can receive sales reports without having to be connected to the Management Tool. Give your report a name, choose the dates for the beginning and end of report delivery, select the events to be included in the report, enter the recipients of the report and determine the frequency of delivery. You may program as many reports as you like!

  1. In the Reports section, click on Automated Reporting.

  2. Click on + Create Report

  3. In the Information section, give the report a name so that you may easily identify it. Select a language for the report. 

  4. Enter as many Recipients as necessary by adding their name and email. To add more than one recipient, click on the +. To delete one, click on the X.

  5. Select the Events you want to include in your report by clicking + Add.

  6. In the Schedule column, determine the time period in which you want to receive reports.

    Watch out: By default, the period ends the day after the automated report is created.

  7. Check the days of the week on which you wish to receive a report and the time it should be sent.

  8. The Additional Reports section allows you to add information

    Last Week Sales
    Add a graph representing the sales made in the past week. 

    Sales by Website
    Add a results table detailing the sales made through the website. 

    Sales by Buyer’s Location
    Add a map or chart showing where ticket buyers are located. 

  9. The Options section also allows you to add additional information to your report.

    • Sales details

      Determine if you want to see sales displayed by ticket type or by event;

    • Keep events after one week

      Display events one week after they are held;

    • Include the organizer’s fee

      Display the sales amounts including the organizer’s fee;

    • Exclude events with no sales

      Your report includes a variety of events; you can clean it up by displaying only the events for which ticket sales have been held.

  10. Click on Save.

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