Accessing reports
Navigate to Reporting from the dashboard sidebar (under Operations). From here you can:- Generate a new report — Select the type, set parameters, and create
- View past reports — Access previously generated reports
- Schedule reports — Set up automatic report generation on a recurring basis
Generating a report
Choose from the available report types (see Report Types for the full list).
Click generate and the report is created. For large reports, generation may take a moment — you’ll be notified when it’s ready.
Report viewer
The built-in report viewer displays reports directly in the dashboard with:- Interactive tables with sortable columns
- Summary totals and calculated fields
- Visual breakdowns (charts and graphs where applicable)
- Print-friendly formatting
Scheduling reports
Don’t want to generate reports manually? Set up report schedules to automate it:- Go to Reporting → Schedules
- Create a new schedule
- Select the report type and parameters
- Set the frequency (daily, weekly, per-event, etc.)
- Choose delivery method (email, dashboard notification)
Who uses reports?
| Role | Common reports |
|---|---|
| Tour Manager | Tour Overview, Sales Report, Settlement Report |
| Merch Director | Inventory Holdings, Inventory Forecast, Shipment Report |
| Accountant | Taxes & Payments, Profit Report, Tour Profits |
| Artist Management | Tour Overview, Tour Profits, Settlement Summary |