Reports allow you to track sales, revenue, marketing and account information, all in real time from your dashboard.
This article covers:
To view a report:
- From the left menu, click Reports
- Select the report you'd like to load
- If prompted, select the event name and session time you'd like to report on from the drop-down list
- Some reports will have a tick box that says All bookings. Unticking this box will allow you to select a date range to report on
- Click Generate report or Export
When a report is generated, it loads a preview of your data and the report toolbar. To export a generated report:
- From the file type drop-down menu, select your preferred file type. Most spreadsheet programs, like Excel and Sheets, will open a CSV, though you can also export Excel files (XLS)
- Click the save button
Privacy and obfuscation
If a patrons email has not been used for 4+ years, we may hide the patron address, email, phone and display their name as first name being "Customer" and Last name being "Data Removed". This is in line with our general data protection GDPR and privacy. The value of the booking will still remain visible.
If you have someone who needs to access reports regularly, or at a time when you won't be available, consider setting them up with producers access. This grants them access to only the reports you select and does not give them access to the rest of your account.
TryBooking has many reports you can use to analyse the performance of your events. If you find a report you really like, click on the star icon next to its name to make it a favourite.
The following list provides you with an overview of what each report does. We've marked our most popular reports with a star ★.
Event revenue itemised ★
A one-page summary of your ticket sales by type, promotions issued and processing fees per event. The ideal overview of your event and your net income. Extract by the event, session time or period of booking time.
Event summary ★
An overview of all events concluding within a date range irrespective of when the booking was made. A snapshot summary including the number of tickets available, sold, income, discounts and net sales. Monitor all your events running within a period of time.
Event booking payments
A breakdown per person who booked, the total payment, discounts applied, miscellaneous fees, processing fees applied and net values. A list by name of the person, date booked for an event.
Event booking donations
An overview for each event or person who has donated to your cause and includes their name, date of donation and amount donated. Extract for each event on all bookings or via bookings in a specific date range.
Export data ★
Create your own custom report, selecting from every available field including custom data. Exported to a CSV file. Run this report with different data as many times as you need.
The export data report is very handy for downloading data for your marketing applications or email software.
Review by event and see who issued the refund, on what date, which tickets and bookings including a reason for the refund.
See who was moved in each event including their original date/section/seat and the new location.
Similar to refunded tickets although in this case these tickets were voided only and not refunded.
Door list ★
Liss your bookings in surname order including seat numbers (if applicable) using a separate line for each ticket booked. Use this if you wish to quickly tick names off from a listing.
Set your label size, which fields you would like and print directly to your labels.
Ticket holder list
A quick option to extract up to two attendee data collection fields per booking. Ideal for a quick glance at names or special dietary or name and sizes, by event.
A snapshot of your event's bookings including the name of the person, tickets booked and their contact details.
Summarises your event's capacity across each session or section, the numbers booked and the remaining availability. Ideal for when you have a number of sections per event.
A listing of seats that are still available for purchase.
Pinpoint the location of where bookings come from on a world map.
Ticket sales per URL referrer
Lists where ticket sales have come from by website, including social media sites and email marketing links.
Ticket sales per tracking tag
Monitors tags to track the referrals from associations/groups, special social media posts, referrals from external sources and the value in ticket sales that they contribute.
List per event which discounts have been used and amounts applied.
Sales by ticket type
A simple graph of the tickets and count sold in a given period of time by the event.
Ticket sales vs time
A graphical summary of all tickets sold over time.
A listing in date order of each bank transfer request approved. The listing includes the BSB and account number transferred to, the date, amount and reference field.
All event revenue
Summarises ticket sales for the event over a given booking window. Use this report if you wish to extract sales per time period, irrespective of the event date.
TryBooking GST Invoice
A tax invoice for the TryBooking processing fees withheld each month. This report will list each event, the processing fees and applicable GST for you to claim back.
An overview of the processing fees and taxes collected and refunded for event over a specified date range.
A full audit report of every transaction processed including bookings, processing fees withheld per booking, refunds, donations and bank transfers.
Displays the opening and closing balance in your account over a specified date range. Also shows the total debits and credits per transaction based on the number of paid event bookings you received and fund transfers you made within the reporting period.
Review for all events which events were refunded, including a summary of who, how much, and why. This report works on all events over a specified date range.
Mobile scanning reports
Velocity of scanning
Shows graphs of the total scanned tickets over time based on volunteers, ticket types, or ticket status.
Mobile app scanned tickets per volunteer
An overview of your event's scanned tickets per volunteer.
Mobile app scanned tickets
An overview of the status of your event's scanned tickets.
Mobile app not scanned
An overview of the status of tickets not scanned for your event.
Scanning data export
Create a custom report based on mobile scanning and export to CSV format.
Gift certificate reports
Gift certificate liability
Shows all gift certificates purchased which are not expired within the specified period.
Gift certificate revenue
An overview of the total payments collected, total discount amount applied, total processing fees, total ticket fees, and the total revenue collected for each of the account's sold gift certificates within a specified report period.
Gift certificate used by event
A summary of used gift certificates generated from an event.
Gift certificate used by date range
Shows the transaction history within a specified date range of the gift certificates associated with the current account.
Purchased gift certificates
Shows all gift certificate purchases made within the specified period.
Expired gift certificates
Shows all expired gift certificates with remaining balances that were purchased within the specified period.
Gift certificate transaction
Shows the transaction history of a particular gift certificate associated with the current account.
Refunded Gift certificate
Shows all refunded gift certificates which can be filtered by purchase name, booking date or refund date.
A summary of email login, IP and time. Extract on a date range period.
A quick summary (per event) of your session times, event ID and passwords to allow you to set up Gatekeeper.