ShowClix Support Center

Report Configuration

Last Updated: Nov 05, 2017 08:12PM EST

The new report builder consists of two primary pages: the report configuration, and the report viewer. After you’ve selected a report preset from the Reports Overview, it’s time to prepare the basic information about your report on the configuration step, displayed as a window on a new page.

In this step, select the event(s) and date range on which you want to build your report.

 

 
  1. The report type, preset title, and description are displayed at the top of the window
  2. Click Select Events to determine which events to include in your report.
    1. If you want to select all your events, simply skip this step.
  3. Scroll through your events using the event selection tool, or enter your events into the search field provided.
  4. Set a date range filter, or filter by all events, upcoming events, or past events.
  5. Click Select to add an event to your selection.
    1. Click Select All to add all events on the page.
    2. For an event series, click Select Events on the event series block to expand a list of all individual events within that series. Alternatively, you can click Select All within the series to add all events within a series at once.
  6. Select your date range.
  7. Use the fields provided to select a date/time range for the report.
  8. Leave the date range blank to run an all-time report.
  9. Adjust the time zone using the dropdown menu provided. (By default, your local timezone will be selected.)
  10. The date range options vary based on the report type.
    1. For example, the date range for a Tickets report includes tickets purchased within the range.
    2. Meanwhile the date range for a Customers report includes customers who were initially registered (typically by making their first purchase with ShowClix) within the date range.
  11. Click Continue to build the report!
 

Most reports you will be able to view immediately, however, especially large reports may be sent to the queue (Large Reports & The Queue).

 

Now that you’ve set your report configuration, you’ll be able to view it and customize:

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