Using Attributes in Reports and Customer Lists

Billy Fluck
Billy Fluck
  • Updated

When running a report or creating Customer List, you can use Attributes as part of Criteria Sets or Segments – for example, you might have an Event Attribute of Genre. You could create a Criteria Set on a Sales report to report on all tickets that were sold for an event where the Event Attribute of Genre is set to Comedy.

It's also possible to search for multiple values for a single Attribute in one Criteria Set or Segment – for example, if you want to expand that search and report on all tickets where the Event Attribute of Genre is Comedy OR Drama.

In this article, we'll cover:

Using Attributes in Criteria Sets

You can create a new Criteria Set for any report in your Report Explorer, whether its a standard Spektrix report or a custom one that's unique to your system. Depending on what kind of report it is, you'll have slightly different options as to what criteria you can set it to report on – for more information about the different types of reports in Spektrix, have a read of our article on Report Types.

Creating a new Criteria Set using Attributes

Let's say you want to create a new Criteria Set that lets you run the Ticket Sales Analysis report against tickets purchased for Events based on the Event Attribute of Genre.

You'll first need to find the report in question and create a new Criteria Set by clicking New criteria set:

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This will open the Criteria Editor. Name your Criteria Set appropriately, then open the Tickets metric wrapper and the Event Instances metric wrapper within it. Here you'll find your Event Attributes metric:

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Drag the Event Attributes metric into the dotted area marked Drop criteria here... This will open the Attribute Selector, where you can select Genre from the first dropdown menu, keep is exactly in the second dropdown, and, as you want to choose the Genre value each time you run the report, leave the third dropdown blank:

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Once that's done, click Add and this Attribute and value will be added:

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Hit Ok and you'll be taken back to the Edit criteria page, where this metric will have been set:

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Click Save and your Criteria Set will be created:

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Running a report with this Criteria Set

Now when you choose to run this report using your new Criteria Set, you'll just need to hit the green 'play' button alongside it, and set the genre you're interested in reporting on ticket sales for by clicking the blue pencil:

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You can then select the genre you're looking to report on from the dropdown list – in this case, we're going to report on tickets sold to Events with the Event Attribute: Genre of Dance:

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Click Ok and this will have populated in your Criteria Set; you can then run your report:

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You can use this Criteria Set over and over again, selecting a different genre from the dropdown list every time you do so.

Using Attributes in Customer Lists

As Attributes are held against nearly every concept in Spektrix, you can use them in all kinds of Segments to find customers in Customer Lists.

Creating a new Segment using Attributes

Let's say you want to make a List of all customers who have a particular Audience Spectrum type against their record. You'd start by creating a new Customer Segment in a Customer List, naming it appropriately (and adding a description if you want to), then opening the Individuals metric wrapper. Here you'll find your Customer Attributes metric:

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Drag the Attributes metric into the dotted area marked Drop to add to criteria – this will open the Attribute Selector, where you can select Audience Spectrum from the first dropdown menu, keep is exactly in the second dropdown, and select Commuterland Culturebuffs from the third dropdown:

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Click Add and this Attribute and value will be added:

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Hit Ok and you'll be taken back to the Edit Segment page, where this metric will have been set:

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You can then edit this Segment further, or just click Save and add it to your Customer List as is.

Using multiple Attributes

You can use multiple Attributes in the same Criteria Set or Segment to hone your results down further.

For example, let's say you want to run a report against Events with the genres o Dance, Comedy and Opera. In the Attributes Selector, add the Event Attribute: Genre three times with each of these values:

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You'll need to make sure you select some of from the Event attributes contain dropdown menu; if you leave all of selected, this will not find any results, as it's not possible for any Event to have more than one of these options selected at once.

To confirm, selecting:

  • All of: will find items where all of the Attributes you are searching for are specified
  • Some of: will find items that match any one or more of the criteria you have specified
  • None of: will find items that match everything except the criteria you have specified

Here's a few examples of how this might work when reporting on tickets.

Looking for tickets that meet all of the following criteria

  • Event Attribute: Venue is exactly Studio
  • Event Attribute: Genre is exactly Comedy
  • Event Attribute: Producer is exactly Disney

This would report on tickets for comedy Events that took place in the studio and were produced by Disney. 

Looking for tickets that meet some of the following criteria

  • Event Attribute: Venue is exactly Studio
  • Event Attribute: Venue is exactly Main House
  • Event Attribute: Genre is exactly Comedy

This would report on tickets for Events that took place in the studio, tickets for Events that took place in the main house, and tickets for comedy Events.

Looking for tickets that meet none of the following criteria:

  • Event Attribute: Venue is exactly Studio
  • Event Attribute: Genre is exactly Comedy
  • Event Attribute: Producer is exactly Disney

This would report on tickets for all Events except those that were comedy Events that took place in the studio and were produced by Disney.

Further reading

Hopefully this article has given you everything you need to start using Attributes in reports and Customer Lists. We'd recommend you also have a look at these articles:

  • Attributesa guide to the kinds of Attributes available, and how to set them up in the Settings Interface
  • A Guide to Standard Reports in Spektrix: a comprehensive guide to all the standard reports available in Spektrix, including their standard Criteria Set(s)
  • Report Types: a guide to the types of reports available in Spektrix, and the differences between them
  • Criteria Setsa guide to creating and using Criteria Sets
  • Global and Local Segmentsa guide to the different types of Segments available for use in Customer Lists and Auto Tag eligibility
  • Customer List Builder: a guide to building Customer Lists, including information on using the ANDOR and NOT rules

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If you have any further questions about anything in this article, please don't hesitate to get in touch with the Spektrix Support team.

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