DigiTickets Standard Reports Overview
A compilation of the reports overview and screenshots of reports for quick reference.
Sales & Payments Reports
Branch Sales Summary
The Branch Summary report breaks down the number of items sold per branch. This includes, tickets, products, redeemed and unredeemed tickets. It also displays the value of each item sold, as well as the additional option to review event information, including the session capacity, number of tickets sold and the remaining spaces available.Please note: The events info filter is not affected by the sales period and will display all sessions set up.
Daily Sales
The Daily Sales Report is a brief overview of the number of tickets sold, the total Revenue per day and by what branch. If you require a more detailed report on ticket sales, please check the Ticket Activity Report. Where you will be able to see the number of tickets sold (including online and offline tickets), the total revenue and tickets redeemed.Please note: This report attempts to read live data and can sometimes give inaccurate figures for the present day. However, it will correct itself during the night. So, for more accurate figures, please check the next day.
Gift Aid Summary
The Gift Aid Summary Report is a general summary of gift aid transactions that can be filtered by the date of sale. It includes the amount of gift aid transactions, the number of items sold with gift aid and the total gross income for all orders including gift aid and those without.Please note: For more information on orders including Gift Aid, please check the Gift Aid Details Report, where you will be able to see customer information, the donation amount and the gift aid amount.
When purchasing with Gift Aid, the customer agrees that they are a UK taxpayer regardless of their billing address.
Monthly Sales
The Monthly Sales Report shows how many tickets were sold and the total amount taken per month. With the additional option to break sales down by individual branches.Please note: For a more detailed report of tickets sold, please check the Ticket Activity Report. Where you will be able to see the number of tickets sold (including online and offline tickets), the total revenue and tickets redeemed.
Offers Summary
The Offers Summary Report displays the total number of tickets that an offer/coupon has been applied to, the amount of discount given and the total value of items. This report can also be filtered by the date of sale.Please note: For more information about what tickets have had discounts applied to, along with the amount of discount applied to a ticket and where the ticket was bought, please check the Ticket Activity Report.
Payment Methods
The Payments Report breaks down the sales into the various payment methods available including; Card (offline), Cash, Invoice, Cheque, Other, and Card (online). With the additional option to filter the report by sale date, category, event, or session.Please note: When using the Event and Category filters, this report shows 'whole' payment amounts, and does not try to apportion payments to specific tickets.
Sales Channels
The Sales Channel Report breaks down sales made per day and also by the point of sale. Including orders that have been taken online or through; ProPoint, Back Office, Trade portal, Experience Bank, API and Automatic Renewals.The report also includes data for any order adjustments that have been made along with the original sales price and the total value.
Payments by Categories and Sales Channels
The Payments by Categories and Sale Channel Report shows payments made and is broken down by the categories and also the sale channel. This report also provides information on the method of payment and the total amount taken for either individual items or by the category.A separate table displays orders that have been cancelled and the state they were in before they were cancelled.
Please note: In some cases, the displayed Total Figures per Item might not exactly match the Total Amounts due to the rounding to the nearest penny.
Payments by Categories and Payment Methods
The Payments by Categories and Payment Methods shows payments that are allocated to items and is broken down by the payment method used for the purchases.A separate table displays purchase balances for payments, refunds, balance, allocations, and surplus.
Please note: This report will display payment information for when payment was taken rather than the date the order was placed.
Staff Sales
The Staff Sales Report breaks down the number of tickets and orders that are put through daily by each member of staff along with the total value of the transactions per user, per day. This report uses data from the admin area, as well ProPoint and calculates the total amount of orders and items sold for your chosen dates.Please note: This report contains only sales made by staff or other authorised agents and does not include online bookings made by customers themselves.
Ticket Activity
The Ticket Activity Report is an in-depth report for the sales of tickets. It can be filtered by categories, sale dates and when tickets were redeemed. With the additional option to display event information.This report includes data about where your tickets have been sold (online or offline), the total number of people, any discounts applied, the number of redeemed tickets and whether they redeemed their tickets online or offline.
Events, Bookings & Session Capacity Reports
Day Overview
The Day Overview Report displays all sessions happening within your selected date range. With the additional option to break this down per event and to show custom field data and telephone numbers. This report also can hide any empty sessions.Please note: Active, inactive and archived sessions will all be displayed in this report.
Event Bookings
The Event Bookings Report is one of our most commonly used reports. It can be used to display orders that are booked onto selected events. It also displays the order's sale date, customer information and any notes or custom fields associated with the order.It can also be filtered to display a chosen selection of the above, or to show information for specific sessions or days. As well as any active, inactive, archived session or a combination of them all.
Please note: Payment information will not show on this report as payments are related to the sale of tickets rather than events.
Event Sales
The Event Sales Report can be used to display information for either a specific event or all events. The report is broken down into individual sessions and covers the time of the sessions, the capacity, spaces reserved, sold and available as well as how many of these tickets have been redeemed.The report also covers the total value of the tickets sold per session as well as the total of all tickets sold at the bottom of the report.
Please note: For a more in-depth look at the tickets sold for each event, please check the Event Ticket Sales Report.
Event Ticket Sales
The Event Ticket Sales Report displays ticket information for each session, per event. This covers the number of people booked in, the sold value, the redeemed value, and the unredeemed value.This report can be filtered to show data from all sessions in an event or it can be filtered down to specific session dates or tickets.
Open Ticket Bookings
The Open Tickets Bookings Report can be used to see tickets that are not attached to any events. This report can be narrowed down by selected dates and includes information regarding customer details, booking references, the quantity of tickets, custom fields and the order and redemption date.You can use this report by searching for your chosen order dates or by selecting a specific category or all categories. With the additional option to order the tickets by Customer Name, Order Date, and the Redemption Date.
Session Bookings
The Session Booking Report provides a breakdown of how many people are booked into individual sessions. As well as how many remaining spaces there are. To search for a session, first choose the event you are interested in. You can then search for sessions on a specific time and date.
Bookable Resources Allocations
The Bookable Resources Report provides information about what bookable resources have been allocated to orders. This includes the booking reference, the date the order was booked, what item the bookable resource is allocated to, the date it is booked for and the quantity. If you have also marked your bookable resource as exclusive, this will also show in the report.
Tickets & Retail Reports
Orders by Ticket
The Orders by Ticket Report displays customer information. This includes the order references, names, email address, phone number and house address.This report also includes the name of the category as well as the quantity and value of the tickets purchased. Rows with grey backgrounds indicate items which have been cancelled.
Sales by Bundle
The Sales by Bundle Report displays the number of bundles sold either online or offline. This includes any that were refunded as well as the total value and quantity of the bundles.This report does not display the dates they were purchased or what is included within the bundle.
Sales by Item
The Sales by Item Report is an in-depth look at all items sold. You can choose to either review each item (including Tickets, Products, Bundles and Memberships Plans) or to view them all together.This report can also be broken down by sales channel, the sale date, and the users.
Sales by Item by User
The Sales by Item by User Report displays the number of items sold by each user as well as the value of the items sold. With a summary of the total quantity and amount sold.With the additional option to select sales through the Back Office or ProPoint or to view both of them.
Sales by Product
The Sales by Product report is a breakdown of products sold. The filters can be used to search either by date of items sold or by specific suppliers or categories. The filters can also be used to display either retail, food and drink or both.This report includes the supplier of the item, the product name and code and the quantity of the items sold. Along with the value and how much stock is remaining for each item.
Sales by Ticket
The Sales by Ticket report can be used to break down the sales of tickets for a selected period of time.This report shows the quantity of tickets bought (online and offline), the number of people included and the total revenue.
Stock Levels
The Stock Level Report displays the Code, Name, Category, Supplier for each item. Along with how much stock is left for each item and how many of each are reserved and available. As well as the cost and retail value.Please note: When an order including products is cancelled and refunded. The product will not automatically be returned to stock.
Redemption Reports
Daily Redemptions
The Daily Redemptions report breaks down the number of redemptions per date, this includes the value of the redeemed tickets.Please note: If you have tickets with certain keywords such as Kids and Adults, this data will also be broken down in the report.
Redemptions by Sale Date
The Redemptions by Sale Report breaks down how many tickets have been redeemed out of the tickets purchased during a specific time as well as how many of the remaining tickets are outstanding and the value of the redeemed tickets.
Redemptions by Usage Date
The Redemptions by Usage Report, is a thorough overview of ticket redemptions and whether they were bought online or offline.This report should also show how many days in advance the tickets were bought on average. As well as the value of the tickets, categories, and the grand total.
Please note: If you are seeing figures that seem incorrect, check if your tickets have been set to auto-redeem to 720 minutes before each session starts. This then means that any customer who purchases a ticket at the till on the day, should automatically be redeemed.
Redemptions by User
The Redemptions by User Report displays the quantity and value of items sold by each individual user. With the additional ability to display or hide users with no redemptions.
Redeemed Ticket Details
The Redeemed Tickets Report can be used to display customer information for tickets that have been redeemed for selected Events or Categories. This includes the customer's name, contact details, the number of tickets redeemed, the value of the tickets and also what session they have been booked.Please note: This report does not break down the total amount of income for the redeemed tickets for events. To view this, please view the redemptions by sale report, or the redemptions by usage report.
Unredeemed Tickets
The Unredeemed Tickets Report displays customer information for all tickets that are currently unredeemed for the selected event. This can also be narrowed down by choosing certain sessions or dates.The report will alphabetically display orders by customers surnames and displays the booking reference, customers name, date and time of booking, phone number and additional notes. As well as the quantity of tickets bought and the value of the tickets, You also can redeem either one ticket or all the tickets through this report. To do this, click on the links under actions.
Propoint Reports
Discounts by User
The Discounts by User Report displays the discounts made by different users through ProPoint. You can use this report by selecting a date range.Please note: This report does not include order details such as the items that were purchased with the discount or when the order was placed.
Item Sales by Device
The Items Sale by Device report breaks down sales made by each individual device. You can use this report by selecting the date range you require. The report also includes the quantity and value of the items. You will also be able to see the total quantities and values for each device.Please note: This report contains only sales made at ProPoint terminals and does not include online bookings made by customers themselves.
Payment Methods by Device
The Payments Methods by Device Report displays all payments that have been put through ProPoint under the individual payment methods including Card, Cash, Gift Vouchers and Invoices and by the device which took the payment.You can choose to filter this report based on either Orders put through ProPoint or by payments taken.
Please note: This report contains only sales made at ProPoint terminals and does not include online bookings made online.
Redemptions by Device
The Redemptions by Device report breaks down the number of tickets redeemed and by the device they were redeemed on. It also displays items that have been redeemed not by a device. With the additional option to hide or display devices that have not made a sale.The report displays what tickets have been redeemed, the quantity of tickets and the value of the redeemed tickets for the set date range.
Sales by Device
The Sales by Device Report is a breakdown of the total number of items and orders sold through a ProPoint device day by day as well as a total value.You can use this report by selecting the date range you would like the report to display.
Please note: This report contains only sales made at ProPoint terminals and does not include online bookings made by customers themselves.
Z-Reads (Historic Data Only)
This report shows all sales made on an EPOS device between one Z-Read and the next (usually one per day).Please note:
The data in this report only covers the period up until approximately the end of July 2018. The report has been replaced by Trading Sessions.
Membership Reports
Memberships Summary
The Membership summary report is a breakdown of all memberships. With additional options such as viewing all membership types or selected ones, inactive or archived memberships, paused or unpaused memberships and certain age groups or date of births.Once you have chosen your selected filters, you will then be able to review each membership. This will include details such as personal information (names, email address and if entered, age), the primary member, the membership type and number as well as the purchase date and expiry date.
Member Visits
The Membership Visits Report can be used to review when a member has visited. The report gives a breakdown of the date the member visited, their membership number, time of admission, and the expiry date of the membership.
Paused Memberships
The Paused Memberships Report displays all memberships that are currently paused. This information includes the membership number, the date the membership was paused, the reason for being paused (if given) and the status of the membership.Please note: If you would like to see more information regarding the memberships, such as customer details, purchase and expiry date and more, please check the Membership Summary Report.
Resellers & Channel Management Reports
Resellers Summary
The Resellers Summary Report displays a summary of sales by each Reseller. This includes what items were sold and the quantity, as well as the category. The report also includes the net profit, the amount of tax paid and the gross profit for each item sold. Please note: This is a live report showing the status of orders so the data is subject to change.
Reseller Sales
The Resellers Sales Report displays the details of sales by a single reseller. This includes the order reference number and the date of the purchase. The report also includes the net profit, the amount of tax paid and the gross profit for each item sold. Please note: This is a live report showing the status of orders so the data is subject to change.
Miscellaneous Reports
Custom Data by Order
The Custom Data Report displays custom field answers per order. The report can be filtered by a selected sales period, or you can use this report to look at specific events or tickets.If a custom field answer was filled out when the customer placed the order, it will display above the ticket information.
Custom Data Summaries
The Custom Data Summaries Report can be used to review the selectable answers for custom fields options and the number of times an answer has been chosen. This report can be used by either choosing an event, session or a certain sales date to review the custom fields.You can view only active custom fields, or all custom fields including inactive and archived ones.
Custom Ticket Barcodes
The Custom Ticket Barcode report displays custom barcodes. If you have produced barcodes using a Third-Party system, then this report will show how many are remaining for each ticket type.
Debtors
The Debtors Report displays orders that have an outstanding balance. The orders are grouped by customers, with aggregated payments due, made, and outstanding for each customer. As well as the customers personal information, the items purchased, the booking reference and the payment method used.
Gift Aid Details
The Gift Aid Details report displays a breakdown of orders that include a donation for Gift Aid. This will include personal information such as name, email address and phone number, booking reference and the total order amount along with the amount donated to Gift Aid.Please note: Refunds that have been processed in the same date range as the original transaction will cancel out and not be displayed. Refunds processed in different date ranges will display positive and negative transactions to allow for clear reporting to HMRC when Gift Aid has been claimed on a transaction but then refunded.
When purchasing with Gift Aid, the customer agrees that they are a UK taxpayer regardless of their billing address.
Payments
The Payments report displays all payments that have been processed through DigiTickets over your selected date range. You can also filter this report by payment method, device used, specific events or types of payments (refunds, payments or even successful or failed payments.)The report is an in-depth look at payments handled by Digitickets and includes customer information (names, email address and if entered, telephone number), the order number, the payment method used and the date and time of the payment.
Go Cardless Payments
The GoCardless Payment Report is a summary for all payments taken through GoCardless. The report includes the GoCardless reference number, the booking reference, the amount taken, the membership accounts created and the status of the transaction.Please note: If you would like to see more information with regards to Go Cardless payments, please use the payments report and use the GoCardless filter.
Transaction Details
The Transaction Report breaks down order details per transaction. This includes customer information, items purchased, the gross and net profit, the payment method used as well as the amount of tax paid and any discounts applied.
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