This article is about how to get help with Reports. We’ll take you through the steps you can take to help you find the information you need.
Before you read this article, we recommend you start with:
How to find the information you need
There are a number of ways you can find the Report, or information, you’re looking for.
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Your Spektrix system comes with a wide variety of Standard Reports with PDF and formatted Excel templates. A Guide to Standard Reports contains every Standard Report in Spektrix, alongside a table which will tell you which data you’ll find in that Report. You can find the Report you need by doing a keyword search using Ctrl + F (or Command/⌘ + F on a Mac).
- If you have a Report that you think is incorrect or is showing information that you didn’t expect, follow the steps in Troubleshooting Reports.
If you already have a Standard or Custom Report that is close to what you need, you can:
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Configure the Report using Criteria Sets. Criteria Sets can be used against Standard or Custom Reports to filter the data that is returned.
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Export your Report as a CSV or Excel file. Once you have the raw data from the Report in Excel, you can sort, filter, and summarise the data in Excel or Google Sheets using Pivot Tables.
- Create a copy of an existing Report, edit the Output Columns and export the Report as a CSV or Excel file.
If you want to see information you can’t find in existing Reports:
- You can build your own Custom Reports that export as an unformatted CSV. Start by learning about how to build Custom Reports in the Introduction to Building Custom Reports.
If you've tried the above and are still struggling to find the information you're looking for, or if you’re not sure, get in touch with Spektrix Support. We can help you with finding the right Standard Report or support you with building an unformatted Report or Customer List.
TIP: Take a look at our Report Building Spotlight Session where you can learn how to turn your data into powerful insights with ease.
How to request help with a Report
To best be able to help with your request, we ask for some detailed information about what you need.
Before starting to complete the request form below, consider the following:
- The more context you provide, the more likely it is we’ll be able to find the right solution for you.
- The more time we have to help, the better. If you can anticipate reporting needs, letting us know in advance means we can deliver a complete reporting solution.
What do you need to know?
Firstly, you’ll need to let us know what information you need.
Here are some prompts to help you describe this to us. The answers to these questions will help us determine the best solution. The best solution might take the form of an existing Report, a combination of multiple Reports, a new Custom Report or something else.
- Why do you need this information and what impact this will have for you/ your organisation?
- What will you use the information for? If you plan to use the information for financial reconciliation, for example, this can help us find the right solution for you.
- How often do you intend to use it?
- Is your request time sensitive? Different reporting queries will require different amounts of time to resolve. Understanding why a request is time sensitive helps us prioritise.
- Are there specific data points you want to examine? For example, Price, Total Items, Number of Customers, etc.
- Are there specific data points that should be excluded? For example, Comps, Ticket Types, or Seat Attributes.
TIP: Think about what you might use as a Criteria Set to filter your Report. Criteria Sets can filter Reports based on specific things such as time periods or Events / Instances.
What have you already tried?
It’s helpful to us to know what you’ve already tried when attempting to get the information you need. This can help us get to a resolution quicker.
- Is there a report you’ve looked at already, but it hasn’t met your specific need?
- Have you checked A Guide to Standard Reports or the Troubleshooting article?
Have you seen something similar?
When you send a request for help with a Report, you’ll be asked to attach any files that will help us to better understand your request.
This can include images or examples of Reports you have seen which are similar to what you need.
We ask that you clearly label columns and rows. And, if you’re working with a templated Report, show the type of visualisation (bar chart, table, etc).
The Report Request Form
Completing the form will create a Support ticket as usual, and someone from the team will be in touch.
Further Reading
To continue learning about Reports in Spektrix, take a look at the following articles:
- Understanding Reports and Report Types
- Criteria Sets
- Troubleshooting Reports
- Using Customer Lists in Reports - Crossover Analysis
You can find more articles on running and configuring Reports in the Reporting section of the Support Centre.