Auto report

Rens van Huijkelom

2024-11-21 10:40:54 +0100

An automates ticket or product sales report can be emailed to anyone who is set up as a Box Office user. The frequency and delivery day/time can be configured on user level.

1. Create an email template of the type ReportDeliveryEvents or ReportDeliveryProducts via the Administration > Layouts > Emails module.

2. Create a Box Office user via Administration > Users > Users or open an existing user. Then go to the Auto Report tab and click Add delivery.

The Auto report tab only appears after saving a new user.

3. Choose the report type and when it is supposed to be delivered.

Type
1. Select if the users should receive an events or products report.
Layout
1. Select the correct layout.

Use event filter

To include only specific events, enable the event filter and choose the desired filters.

The report will only include future events unless the Days back filter is used.

When the eventfilter is inactive, all events will be included in the report as long as the user has access to it. This could include events in other work groups that the user has access to.

Group totals by event (product report only)
1. If set to yes, the report will show the amount of sold products per event date.
2. If set to no, the report will show the total sales per product.
Categories (product report only)
1. Select which product categories should be included in the report.
Product (product report only)
1. Select which products should be included in the report
Time
1. Choose the time the report should be delivered.
Day
1. Choose the days the report should be delivered

5. Click Register and the report will be sent at the set day(s) and time(s).

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Under the Auto report tab, all deliveries that have been set up will be shown. It is possible to edit with the blue pen, stop delivery with red cross or review history with white history symbol.

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