This Guide will break down the six main functions of the Report Page:
Fields
Metrics
Filters
Dates
Sorting & Grouping
Naming, Running, Saving & Exporting
Fields
What they are: Non-aggregated data that appears on the left side of the table (grey background).
This is known as item data like Event Name, Performance Data, or Customer Email Address.
How they work: Fields determine how many rows appear in your report.
Each unique combination of selected Fields creates a new row.
Best Practice: If numbers look wrong, add more Fields to reveal hidden variations.
Example
My Org has two shows happening, titled: General Admission Event and Reserved Seating Event
Having Event Name as the only Field will create 2 rows (1 per Event):
Adding Performance Date Time will now create 337 rows (every unique Event and date combination):
If we now remove Event Name it will reduce it to 247 rows (shared dates are now combined):
Key Takeaway: Fields break your data apart into individual rows, i.e. more Fields = more rows.
Metrics
What they are: Aggregated data on the right side of the table (white background).
This is known as numerical data like Sold Tickets, Reserved Gross Value or Item Count.
How they work: Metrics count or calculate totals based on your Field selections.
No matter how you slice your data with Fields, the Metric totals remain consistent.
Example:
By adding Sold Tickets, we can see that there were 149 total tickets sold across all Events.
With Event Name only, each row will show its totals (76 and 73):
Adding Performance Date Time, with 337 rows, the total will distribute across but remain the same:
Key Takeaway: Metrics are your results and summaries.
Filters
What they are: Tools to show only specific data in your Report.
How they work: Filters work with Fields and Metrics to control what Line-Up data appears
By default, Reports show all the data, so Filters help you narrow down to what matters.
Best Practice: If numbers don't look correct, review Filters to narrow your data down.
Example
Show only one Event
Event Name Is:
Exclude test Orders
Customer Full Name is not:
Filter by Channel
Channel Name is:
Key Takeaway: Use Filters to exclude or narrow your data down.
Dates
What they control:
Timezone
Performance Dates
Transaction Dates
NOTE - the exact Date options that are available depend on what type of Report you are building. See here for our Example Reports.
Date Range Options
All: Shows everything
Custom: Choose specific dates
NOTE - End Date defaults to 00:00, so select the next day to include the full last day
Last week: Previous Monday through Sunday
Last 7 days: Seven days ago, up to (and including) yesterday
Granularity
Changes how dates display in your report (by Hour, Day, Week, Month, Quarter, or Year).
Selecting a Granularity creates a new Field in your report.
Sorting & Grouping
Sorting
Click any column header to sort by that Field. An arrow indicates the current sort direction.
Best Practice: Sort before Grouping for better organisation.
Grouping
Select a Field from the Group By dropdown to organize rows under expandable blue bars.
The Grouped Field disappears from the columns and becomes the label for the blue bars.
Best Practice: Increase rows to 500 when grouping so more data appears on one page.
Example:
Grouping by Event Name creates one expandable section per Event, with the Metric totals displayed on each blue bar:
Naming, Running, Saving & Exporting
Naming: Click the large text at top left, type the name and press Enter.
Run Report: Will update the Report to reflect changes.
Save: Saves the report as it is currently run.
Save As: Creates a duplicate copy without changing the original.
Export: Download as PDF or CSV.
PDFs expand all groups; CSVs export without grouping.
Delete: Permanently removes the report.
