Standard Reports allow you to report on a wide variety of information about tickets, customers, events, sales, fundraising activity and much more.
In this article we’ve collated and described the Standard Reports so that you can quickly and easily locate the best report for your needs.
Before you read this article make sure you’re familiar with:
How to Use this Article
Tip: If you don’t know the name of the report or which category it might fall under, use Ctrl + F (or Command/⌘ + F on a Mac) to search for keywords. Each Report has a table of items reported on that highlight the data you’ll get from the Report.
With so many Standard Reports available in Spektrix, it can sometimes be difficult to know which report you need to get the information you want. We’ve made it easier to find the right report for your needs by arranging them into categories. Each category contains fewer than 10 Reports, listed alphabetically and all relating to similar business needs.
The categories are:
- Event Sales & Reservations: Reports showing seat occupancy and Event sales.
- Ticket Sales Analysis: Analysis of ticket sales and booking behaviour.
- Customer Behaviour & Demographics: Analysis of customer behaviour and demographics.
- Accounting & Payments: Reports on transactions for accounting purposes.
- Memberships: Memberships and membership activity.
- Campaigns, Opportunities, Pledges & Activities: Fundraising opportunities and activities.
- Donations: Reporting and analysis of donation.
- Standard Reports by category
Category Report Event Sales & Reservations Event Instances Occupancy Report
Event Sales Report (Instances Summary)
Event Sales Report (Movement by Event)
Event Sales Report (Movement by Instance)
Ticket Sales Analysis Customer Behaviour & Demographics Accounting & Payments Cashier Activity Report
Payment & Activities ReportPayment & Activities Report (by User)
Payment & Activities Report (Daily Breakdown)
Memberships Membership Activity in the last 30 Days
Campaigns, Opportunities, Pledges & Activities Activities Timeline with User breakdown (run as Excel - Formatted)
Donations
If you know the name of the report you need, but you’re not sure which group it would fall under, we’ve also created a comprehensive alphabetical list of Standard Reports.
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Alphabetical list of all Standard Reports
Alphabetical list of Standard Reports in Spektrix. Click on a report title for more information on the report.
A - B
- Accounting Date Audit
- Activities Report (detailed)
- Activities Timeline with User breakdown (run as Excel - Formatted)
- All Active Reservations
- Average Price Tracker
- Booking Behaviour Report
C - D
- Campaign Detail
- Campaign Summary
- Cashier Activity Report
- Current Members
- Customer & Household Analysis
- Customer Analysis
- Customer Behaviour Analysis
- Customer Demographic Analysis
- Customer Questionnaire Analysis
- Donation Conversion Analysis
- Donations Analysis
- Donations Report
- Donor Giving History
E - L
- Event Instances Occupancy Report
- Event Sales Comparison
- Event Sales Report (Detailed)
- Event Sales Report (Instances Summary)
- Event Sales Report (Movement by Event)
- Event Sales Report (Movement by Instance)
- Event Sales Report (Summary)
- Individuals & Contacts
M - Q
- Membership Activity in Last 30 Days
- Membership Activity in Last 30 Days by membership
- Monthly Membership Activity
- Offer Analysis
- Opportunity Funnel
- Opportunity Pipeline by Month
- Payments & Activities Report
- Payments & Activities Report (by User)
- Payments & Activities Report (Daily Breakdown)
- Payments & Activities Report (Detailed)
- Payments Report
- Pledge Instalments By Campaign
- Post Show Analysis Report
- Promotion Code Analysis
R - Z
Information you’ll find on each Report
For each report, you will find the following information:
- Description: A brief description of the Report.
- Useful For: A suggestion of when/how you might use the Report.
- Report Type: You can find out more in our article on Report Types.
- Items reported on: The element the report is measuring in the database, this might be tickets, seats, individuals etc.
- Standard Criteria Set(s): The Criteria Set(s) that are set as standard. Criteria sets define how the dataset is filtered. You can create your own criteria set for all Standard Reports, for more information on this see our article about Criteria Sets.
- Teams: The team(s) who are most likely to find the report useful.
- Outputs: A table detailing what information is available in this Report.
- Images: Image(s) showing a typical export of the Report.
Event Sales & Reservations
All Active Reservations
Description: All Reservations ordered by timeout date/time. Expired/due-to-expire orders highlighted.
Useful For: Checking reservations for Instances.
Report Type: Analysis
Items Reported On: Reservations
Standard Criteria Set(s): By Instance Start Date
Teams: Box Office
Outputs: One line for each active Reservation, ordered by timeout time:
| Order ID | Timeout Time | Event | Facilitators Name |
| Phone Number | Number of Tickets |
Event Instances Occupancy Report
Description: Seat occupancy report for the specified Event Instances.
Useful For: Checking the status and booking details of each seat for an Instance.
Report Type: Sales
Items Reported On: Seats
Standard Criteria Set: By Event Instance; By Instance Start Date
Teams: Box Office
Outputs: One page for each selected Instance, one line for each Customer booked (includes unsold Seats - Available, Locked, or Reserved):
| Customer Name | Phone Number | Seat Details | |
| Number of Seats | Seat status | Ticket Type | Price |
| Delivery Method | Print status | Scan status |
Event Sales Report (Detailed)
Description: Sales report for all Event Instances.
Useful For: Viewing detailed ticket sales breakdowns for an Event and its Instances.
Report Type: Sales
Items Reported On: Seats
Standard Criteria Set(s): By Event Instance; By Event; By Instance Start Date
Teams: Box Office, Marketing
Outputs: One page for each Event Instance (includes a one-page summary of all selected Instances):
| Capacity | Financial capacity | Number of seats sold | Number of seats reserved |
| Number of seats available | Number of seats locked | Gross Yield | Average Yield/Ticket |
| Number of each Lock type | Sales by sales channel | Sales by Ticket Type | Sales by Price Band |
| Sales by Seating Area | Comps breakdown |
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If running this Report against multiple Instances, the first page of the Report will show a summary of selected Instances.
The following pages will show details for each Instance:
Event Sales Report (Instances Summary)
Description: Sales by Event broken down by Instance.
Useful For: A high-level summary of sales for an Event by Instance.
Report Type: Sales
Items Reported On: Seats
Standard Criteria Set(s): By Event
Teams: Box Office, Marketing
Outputs: One page for each Event, one line per Event Instance:
| Instance date & time | Number sold | Number reserved | Number available |
| Value sold | Value reserved | Value available | Financial capacity |
| Number of Tickets purchased with an offer | Value of offer discounts | Number of comps | Locked seats (Sold or Reserved) |
| Unsold Locked Seats | Value of tax | Net value | Ticket Type (Sold & Reserved) |
| Lock Type (Sold & Reserved) | Offer Type (Sold & Reserved) | Event seats target | Event financial target |
Event Sales Report (Summary)
Description: Sales summary by Event.
Useful For: A high-level summary of sales for multiple Events.
Report Type: Sales
Items Reported On: Seats
Standard Criteria Set: By Event; By Instance Start Date
Teams: Box Office, Marketing
Outputs: One line for each Event selected:
| Event name | Date of first Instance | Number of Instances | Number sold |
| Value sold | % capacity sold | Number reserved | Value reserved |
| Number sold & reserved | Value sold & reserved | % capacity sold & reserved | Average price |
| Capacity | Number available | Financial capacity | Seats Target |
| % seats target sold | Financial target | % financial target sold |
TIP: This Report will only include calculations and visualisations based on Financial Target if a Financial Target is set for the Event.
Event Sales Report (Movement by Event)
Description: Sales movement by Event. Includes sales made in the past day, 7 days and 30 days, as well as total sales, broken down by Event.
Useful For: Comparing sales movement across past and future Events.
Report Type: Accounting
Items Reported On: Tickets or Reservations
Standard Criteria Set(s): By Event; By Instance; By Instance Date; By First Instance
Teams: Box Office, Marketing, Finance
Outputs: Separated by Past and Future Event Instances for selected Events or Event Instances. One line for each Event, showing the number & value of tickets sold & reserved:
| Event name | First Instance | Number of Instances | Today |
| Yesterday | The last 7 days | The last 30 days | All time (total) |
Event Sales Report (Movement by Instance)
Description: Sales movement by Event and broken down by Instance. Includes sales made in the past day, 7 days and 30 days, as well as total sales, broken down by Instance.
Useful For: Comparing sales movement across past and future Event Instances.
Report Type: Accounting
Items Reported On: Tickets or Reservations
Standard Criteria Set(s): By Event; By Instance; By Instance Date; By First Instance
Teams: Box Office, Marketing, Finance
Outputs: Separated by Past and Future Event Instances for selected Events and broken down by Instance. One line for each Event Instance per Event, showing the Number & value of tickets sold & reserved:
| Event name | Number of Instances | Instance Date | Today |
| Yesterday | The last 7 days | The last 30 days | All time (total) |
Sales History for an Event Instance
Description: All the sales, returns, andreservations for an Event Instance.
Useful For: A comprehensive list of orders for each Instance selected.
Report Type: Analysis
Items Reported On: Tickets or Reservations
Standard Criteria Set: By Event Instance
Teams: Box Office, Marketing
Outputs: One page for each Instance selected. Orders are separated by Sales, Returns, Reservations and grouped by Order ID:
| Order ID | Customer Name | Number of Tickets | Total Value |
| Price band | Seating area | Ticket Type | Seat Detail(s) |
| Transaction date | Sales channel | User Name | Date returned |
Sales Conflict Report
Description: The Sales Conflict Report can be run from the Event Details page in the Sales Interface and will return information about seats that have been masked if you modify a Seating Plan and mask seats on an Instance where tickets have already been sold. This Report will only run when there is a conflict.
Useful For: Identifying masked seats that have already been sold. This is useful if you need to contact customers who might need new seats.
Report Type: Sales
Items Reported On: Seats
Standard Criteria Set(s): By Instance
Teams: Box Office
Outputs: One page for each Event Instance:
| Area | Seat | Customer Name | Order ID |
| Phone | Address | Postcode |
The Special Report
Description: The Special Report can be run from the Insights and Mailings Interface > Reports > Special Reports and reports on the sale and redemption of Credit, Deposits and Gift Vouchers.
Useful For: Viewing the status of Credit, Deposits and Gift Vouchers.
Report Type: N/A
Items Reported On: Credit, Deposits and Gift Vouchers.
Standard Criteria Set(s): By Date
Teams: Box Office, Finance
Outputs: You can choose to select to output the data by month or by year. For the time period selected on each of the balances for Credit, Deposits and Gift Vouchers.
| Opening balance | Closing Balance | Amount issued | Amount spent |
| Amount expired | Sum of all |
Ticket Sales Analysis
Average Price Tracker
Description: Grouped by Event, but for more than 10 Events will group the totals for the whole dataset.
Useful For: A visual snapshot, in graph form, of how the average price for a particular show or group of shows changes over time.
Report Type: Analysis
Items Reported On: Tickets
Standard Criteria Set(s): By Event; By Event excl comps; By Instance Start Date
Teams: Box Office, Marketing
Outputs: A line graph with one line for each Event selected. A line graph representing all Events selected. For selections of less than 10 Events, a chart broken down by individual weeks preceding Event:
| Value of Tickets sold | Number of Tickets sold | Average Ticket price | % of overall average Ticket price |
Booking Behaviour Report
Description: Report on value and number of orders by hour and day of week. Includes a breakdown of sales by channel and time.
Useful For: Knowing when your box office or website is busy.
Report Type: Analysis
Items Reported On: Orders
Standard Criteria Set: By Transaction Date (preset to Last Week)
Teams: Box Office, Marketing
Outputs: For the Transaction period selected, data breakdown of sales totals by time of day and by day of week with a detailed breakdown by Sales Channel (includes graphs):
| Time | Day of week | Value | Number of Tickets |
| Sales Channel | Number of Orders |
Offer Analysis
Description: Analysis of sales using Offers.
Useful For: Understanding the take up of Offers by customers.
Report Type: Analysis
Items Reported On: Tickets
Standard Criteria Set: By Transaction Date; By Event Instance; By Event; By Instance Start Date
Teams: Box Office, Marketing
Outputs: For the period/Event(s) selected, total Offer sales with breakdown by Event (includes graphs):
| Offer name | Discount value | Number of customers | Number of Orders |
| % of Total Orders | Number of Tickets | % of Total Tickets | Value of Tickets |
| % Total Value of Tickets |
Event Sales Comparison
Description: Comparison of sales for a set of Events, showing revenue generated by week.
Useful For: Comparing the sales progress of multiple Events against each other over time.
Report Type: Analysis
Items Reported On: Tickets
Standard Criteria Set: By Event
Teams: Box Office, Marketing
Outputs: For each Event selected (includes graphs):
| Weeks before first Instance | Value of tickets sold | Cumulative value of tickets sold | Number of tickets sold |
| Cumulative Number of tickets sold |
Post Show Analysis Report
Description: A comprehensive post show analysis report.
Useful For: Understanding sales and audiences for an Event.
Report Type: Sales
Items Reported On: Seats
Standard Criteria Set: By Event
Teams: Box Office, Marketing
Outputs: For each Event selected:
| Customer breakdown by admin area | First-time visitor analysis (Number & value of tickets) by day of week, sales channel, seating area | Performance against target. | Number & value of tickets sold by Ticket type |
| Comps breakdown (Number by Ticket Type) | Number & value of tickets sold by Price Band |
Promotion Code Analysis
Description: Analysis of sales through Promotion Code.
Useful For: Understanding the success of a promotion.
Report Type: Analysis
Items Reported On: Tickets
Standard Criteria Set: By Instance Start Date; By Event; By Event Instance; By Transaction Date
Teams: Box Office, Marketing
Outputs: For each Code and Event or Event Instance selected (includes graphs):
| Promotion code | Number of tickets | Value of tickets |
Ticket Sales Analysis
Description: A breakdown of ticket sales by sales channel, operator, ticket type, band and event.
Useful For: Obtaining a granular view of Ticket Sales.
Report Type: Analysis
Items Reported On: Tickets
Standard Criteria Set: By Instance Start Date; By Event; By Event Instance; By Transaction Date
Teams: Box Office, Marketing
Outputs: A breakdown of total sales (number & value of tickets) of all Events and Event Instances selected by:
| Sales channel | Delivery method | User Name | Ticket Type |
| Price Band | Quick sales | Event | Series or Subscription |
Ticket Subscriptions Analysis
Description: Breakdown of Ticket Subscriptions by Subscription, Pricing Set, month purchased and Voucher status.
Useful For: Getting an overview of Ticket Subscriptions that have been sold/redeemed.
Report Type: Ticket Vouchers
Items Reported On: Ticket Vouchers
Standard Criteria Set: All Unexpired Vouchers; By Ticket Subscription; By Date Purchased; All Unredeemed Vouchers
Teams: Box Office, Marketing, Finance
Outputs: One page with one row per Ticket Subscription by Pricing Set and one page with one row per Ticket Subscription by Month/Year purchased:
| Ticket Subscription name | Expiration date | Pricing Set & Month/Year purchased | Number of Subscriptions |
| Value of Subscriptions | Number of vouchers | Number of vouchers redeemed | Value of vouchers redeemed |
| Number of vouchers available | Value of vouchers available | Total (including Commission) |
Ticket Subscriptions by Customer
Description: A listing of all Customers with Ticket Subscriptions, alongside the status of their Vouchers.
Useful For: Getting an overview of Ticket Subscriptions that have been sold/redeemed by Customer.
Report Type: Ticket Vouchers
Items Reported On: Ticket Vouchers
Standard Criteria Set: All Unexpired Vouchers; By Ticket Subscription; By Date Purchased; All Unredeemed Vouchers
Teams: Box Office, Marketing, Finance
Outputs: One page with one row per Ticket Subscription by Customer and one page with one row per Customer by Ticket Subscription:
| Ticket Subscription name | Customer name | Customer ID | Issue date |
| Expiration date | Pricing Set | Number of Subscriptions | Value of Subscriptions |
| Total Number of vouchers | Number of vouchers used | Value of vouchers used | Number vouchers available |
| Value of vouchers available | Total (excluding Commission) |
Customer Behaviour and Demographics
Customer Analysis
Description: Analysis of active Customers.
Useful For: An overview of Customer behaviour and demographics of Individuals at your organisation.
Report Type: Customer
Items Reported On: Individuals
Standard Criteria Set: All Active Customers
Teams: Box Office, Marketing
Outputs: A summary of all active Individuals:
| Last visit | Average spend per ticket | Average spend per order | Breakdown by postcode |
| Advance booking analysis | Database statistics |
Customer & Household Analysis
Description: Analysis of active Customers and Households.
Useful For: An overview of Customer & Household behaviour and demographics.
Report Type: Customer
Items Reported On: Customers
Standard Criteria Set: All Active Customers
Teams: Box Office, Marketing
Outputs: A summary of all active Individuals and Organisations:
| Customer Statistics | Contact statistics | Top locations where customers live | Top locations where households are |
| Last visit for those without a future booking | Last visit for those with a future booking | Average advance booking | Average spend per ticket |
| Average spend per order |
Customer Behaviour Analysis
Description: Analysis of Customer behaviour e.g. period booked in advance, Offers used, group size.
Useful For: Understanding Customer behaviour for a particular Event(s).
Report Type: Analysis
Items Reported On: Tickets
Standard Criteria Set: By Instance Start Date; By Event; By Event Instance; By Transaction Date
Teams: Box Office, Marketing
Outputs: For all tickets booked, a summary of their purchasers’ behaviours (includes visual representations):
| Advance booking | Sales channel | Delivery method | Overall sales compared to other selected Events |
| Group size | How customers heard about the Event | Offers used | Promotion codes used |
Customer Demographic Analysis
Description: Analysis of Customer demographics e.g. Ticket Types, Post / ZIP codes, age.
Useful For: Understanding more about the Customers who came to a specific Event.
Report Type: Analysis
Items Reported On: Tickets
Standard Criteria Set: By Instance Start Date; By Event; By Event Instance; By Transaction Date
Teams: Box Office, Marketing, Development
Outputs: For all tickets booked, an analysis of the customers who attended, showing the Number & value of tickets broken:
| Ticket Types | Age range | Post/ZIP code | Value of Tickets |
| Number of Tickets |
Customer Questionnaire Analysis
Description: Breakdown of the answers given by Customers to the questionnaire.
Useful For: Getting an overview of answers and how successful different channels are in obtaining answers.
Report Type: Analysis
Items Reported On: Tickets
Standard Criteria Set: By Instance Start Date; By Event; By Event Instance; By Transaction Date
Teams: Box Office, Marketing
Outputs: A summary of questionnaire responses for all tickets booked:
| Summary | Summary by sales channel | Summary by User Name | Questionnaire response summary |
| Questionnaire response summaries for individual Events |
Individuals & Contacts
Description: All active individuals and contact.
Useful For: Getting an overview of customers filtered via contact preference or Tag.
Report Type: Customer
Items Reported On: Individuals
Standard Criteria Set: By Tag; By Contact Preference
Teams: Box Office, Marketing, Development
Outputs: One line per Individual based on the contact preference or Tag selected:
| Customer ID | Name | Organisation | |
| Address |
Reattendance Analysis
Description: Information about reattendance of Customers for the specified Events.
Useful For: Getting an overview of Customer reattendance based on Tickets booked.
Report Type: Analysis
Items Reported On: Tickets
Standard Criteria Set: By Instance Start Date; By Event; By Event Instance; By Transaction Date
Teams: Box Office, Marketing
Outputs: Based on Tickets booked, an analysis of Ticket purchasers’ attendance history:
| Number of visits | Total customers visited | Total visits | Total tickets |
| Average group size | Total Customers by number of visits | Total Tickets by number of visits |
Register of Attendance
Description: A register of who's booked into each Instance of an Event, including customers’ emergency contact details.
Useful For: Knowing who’s booked for an Event.
Report Type: Sales
Items Reported On: Seats
Standard Criteria Set: By Event; By Event Attribute & Date
Teams: Box Office
Outputs: One page for each Event selected and one column for each Event Instance:
| Name | Number tickets booked | Attended? | Contact details |
ROI Report by Mailing
Description: A page per Mailing, looking at overall ROI, and sales by Event due to the mailing.
Useful For: Understanding the impact of a Mailing on Ticket Sales.
Report Type: Mailing ROI
Items Reported On: Mailing and Events
Standard Criteria Set: By Mailing; By Expected Receipt Date
Teams: Marketing, Development
Outputs: For the Mailing campaigns selected, a one-page breakdown of sales attributed to the mailing:
| Income | Ticket Sales | Visits | Items sent |
| Cost per item | Total cost | Total sales | ROI |
Accounting and Payments
Accounting Date Audit
Description: Provides details of transactions with an altered Accounting Date. This report is only available when Accounting Date is turned on.
Useful For: Getting high-level summaries and information about transactions with altered Accounting Dates.
Report Type: Accounting
Items Reported On: Transactions Items
Standard Criteria Set: By Date Confirmed; By Accounting Date
Teams: Development, Finance
Outputs: For the dates selected a summary and one line for each transactions:
| Transaction Date | Accounting Date | Sales agent | Order ID |
| Item Type | Total charged | Total received | Quantity |
Cashier Activity Report
Description: Breakdown of all activity by cashier over a date range. Includes Customer, Payment and Item details in full.
Useful For: Having a record of all transactions by a specific sales agent.
Report Type: Accounting
Items Reported On: Order Items
Standard Criteria Set: By Date and Cashier
Teams: Box Office, Finance
Outputs: For selected dates, one page for each sales agent:
| Order ID | Customer name | Date & time | Item |
| Details | Item value | Ticket commission | Payment value |
Payment & Activities Report
Description: Report for a particular period showing all payments received and how these broke down into activities. This report breaks down all your Payment types (including card types, Gift Vouchers and Custom Payments) and also shows the gross totals for Commissions, Events, Merchandise sales, Donations and Memberships.
Useful For: A summary of payment activities.
Report Type: Accounting
Items Reported On: Transaction Items
Standard Criteria Set: By Date
Teams: Box Office, Finance
Outputs: For the selected timeframe:
| Payment Type | Credits | Commissions | Event |
| Merchandise | Donations | Memberships | Total |
TIP: If you use the Account Code Attribute, this will be available in Payments and Activities Reports.
Payment & Activities Report (by User)
Description: Report for a particular period and user(s) showing all payments received and how these broke down into activities. As the Payments & Activities Report, includes reports for individual Spektrix users' activities.
Useful For: A summary of payments and activities broken down by user.
Report Type: Accounting
Items Reported On: Transaction items
Standard Criteria Set: By Date
Teams: Box Office, Finance
Outputs: For the selected timeframe, one page for each user’s activity broken down by:
| Payment Type | Credits | Commissions | Event |
| Merchandise | Donations | Memberships | Total |
Payment & Activities Report (Daily Breakdown)
Description: Report for a particular period showing all payments received and how these broke down into activities. As the Payments & Activities Report, with additional breakdowns for each day which saw payments made.
Useful For: A summary of payment activities broken down by day.
Report Type: Accounting
Items Reported On: Transaction Items
Standard Criteria Set: By Date
Teams: Box Office, Finance
Outputs: For the selected timeframe, one page for each day’s activity broken down by:
| Payment Type | Credits | Commissions | Event |
| Merchandise | Donations | Memberships | Total |
Payment & Activities Report (Detailed)
Description: Report for a particular period showing all payments received and how these broke down into activities. As the Payments & Activities Report but with extra columns for gross, VAT and net amounts and a Payments breakdown (cash, card, custom payments, gift vouchers, account and mixed) for each Event and Item.
Useful For: A summary of payment activities including tax and payment breakdown.
Report Type: Accounting
Items Reported On: Transaction items
Standard Criteria Set: By Date
Teams: Box Office, Finance
Outputs: For the selected timeframe, each day’s activity broken down by:
| Payment Type | Credits | Commissions | Event |
| Merchandise | Donations | Memberships | Total |
Payments Report
Description: Full details of all payments across the specified date range. Includes transaction codes, order ID and payment details such as registers, card identifiers and Custom Payment Attributes.
Useful For: Details of payment activities.
Report Type: Accounting
Items Reported On: Transaction Items
Standard Criteria Set: By Date
Teams: Box Office, Finance
Outputs: For the selected timeframe, each day’s activity with one line for each payment broken down by:
| Date & time | Amount | Order ID | User |
| Customer | Payment Type | Reference | Card Type & number |
| Transaction code | Payment provider | Sales channel |
Memberships
Current Members
Description: A listing of all customers with current subscriptions to the selected Membership(s). Includes their start date, expiry date and price paid.
Useful For: A listing and summary of all current members.
Report Type: Memberships
Items Reported On: Memberships
Standard Criteria Set: Current Members
Teams: Box Office, Marketing, Development
Outputs: One line for each current member, broken down by membership type:
| Customer Name | Customer ID | Start date | Expiry date |
| Price paid | Total number of members per membership type |
Membership Activity in Last 30 Days
Description: New, renewed and lapsed Memberships in the last 30 days.
Useful For: Understanding membership acquisition and retention by status.
Report Type: Memberships
Items Reported On: Memberships
Standard Criteria Set: All
Teams: Box Office, Marketing, Development
Outputs: For all membership activity in the last 30 days, broken down by new, renewed, lapsed and due to lapse displayed one line per member across all membership types:
| Membership Type | Customer Name | Customer ID | Purchase Date |
| Amount Paid |
Membership Activity in Last 30 Days by membership
Description: New, renewed and lapsed Memberships in the last 30 days. As Membership Activity in Last 30 Days report, broken down by membership first then status.
Useful For: Understanding membership acquisition and retention by membership.
Report Type: Memberships
Items Reported On: Memberships
Standard Criteria Set: By All
Teams: Box Office, Marketing, Development
Outputs: For each membership type, activity in the last 30 days broken down by new, renewed, lapsed and due to lapse displayed one page per membership type and one line per member:
| Customer Name | Customer ID | Purchase Date | Amount Paid |
Monthly Membership Activity
Description: Monthly Membership activity for the last 12 months.
Useful For: Understanding membership acquisition and retention over the last year by month.
Report Type: Memberships
Items Reported On: Memberships
Standard Criteria Set: All
Teams: Box Office, Marketing, Development
Outputs: For each month over the last year:
| Memberships sold | Number of New Members | Number of Renewed Members | Number of Lapsed Members |
| Total number of members | Difference from previous month | Customer ID of lapsed members | Name of lapsed members |
Campaigns, Opportunities, Pledges & Activities
Activities Report (detailed)
Description: Activities grouped by due date (month) and complete/incomplete status. Includes information on Opportunities, Campaigns, Campaign stages and Opportunity values.
Useful For: Keeping track of Activities’ status and due dates.
Report Type: Activities
Items Reported On: Activities
Standard Criteria Set: Due this week; Due this month; By Campaign (only works for Activities linked to Opportunities); Incomplete Activities by Type (This Month); By Assignee & Due Date
Teams: Development
Outputs: One line for each Activity for the time frame selected, grouped by status and due date:
| Due date | Linked to Customer | Assignee | Priority |
| Type | Subject | Notes | Opportunity & value |
Activities Timeline with User breakdown (Excel - Formatted)
Description: Gantt chart grouped by Activity Type and linked record including user breakdown.
Useful For: Seeing a calendar view of all Activities.
Report Type: Activities
Items Reported On: Activities
Standard Criteria Set: Incomplete Activities - Next 6 Months; Incomplete Activities by Type (This month); Completed Activities - Last 12 Months; All Activities - This Financial Year; By Campaign (only works for Activities linked to Opportunities)
Teams: Development
Outputs: One line for each Customer, one page for each User/Assignee. For the time frame selected, a visual grid showing:
| Prospect/Donor | Date | Activity |
Campaign Detail
Description: Details of your Campaigns. Includes donor name, amounts, and transaction dates.
Useful For: Getting an overview of Campaign activity.
Report Type: Campaigns
Items Reported On: Campaigns
Standard Criteria Set: By Campaign
Teams: Development
Outputs: For the selected Campaign(s), items grouped by stage:
| Name | Item | Date | Amount |
| Target | % of target | Owner |
Campaign Summary
Description: A summary of your Campaigns.
Useful For: Getting an overview of Campaign activity each month and how they change over time.
Report Type: Campaigns
Items Reported On: Campaigns
Standard Criteria Set: By Campaign
Teams: Development
Outputs: For the selected Campaign(s), one line per month (includes visual representation) the number & value:
| Donated | Pledged | Forecast | Total |
| Running total |
Opportunity Funnel
Description: A summary of your Opportunities displayed as funnel charts.
Useful For: Displaying the Opportunities pipeline.
Report Type: Opportunities
Items Reported On: Opportunities
Standard Criteria Set: By Campaign; By Campaign & Close Date; By Close Date; All Open Opportunities;
Teams: Development
Outputs: For the selected campaign time frame, a visual representation of the Opportunities funnel by:
| Target amount | Factored amount | Number of Opportunities |
Opportunity Pipeline by Month
Description: A pipeline of your Opportunities by when you have anticipated they will close.
Useful For: Displaying the Opportunities pipeline.
Report Type: Opportunities
Items Reported On: Opportunities
Standard Criteria Set: By Campaign; By Campaign & Close Date; By Close Date; All Open Opportunities;
Teams: Development
Outputs: One line for each month for the selected campaign time frame:
| Target amount | Likelihood of success | Factored amount |
Pledge Instalments by Campaign
Description: Pledges and their instalment statuses, expected fulfilment dates, campaign totals, and grand total
Useful For: Keeping track of your outstanding earned income by tracking Pledge due dates and payment schedules. Also helpful in financial forecasting and offers a snapshot of outstanding and received income.
Report Type: Pledges & Legacies
Items Reported On: Pledges
Standard Criteria Set: By Campaign; By Fund; By Date Pledged; By Outstanding Balances Only
Teams: Development
Outputs: For the selected Campaign, Fund or time frame:
| Donor | Pledge value | Date pledged | Fund |
| Pledge instalments | Date expected | Instalment status | Amount given |
Donations
Donations Analysis
Description: Analysis, by sales channel, of proportion of transactions containing donations.
Useful For: An overview of donations activity.
Report Type: Analysis
Items Reported On: Order Items
Standard Criteria Set: By Transaction Date (preset to Last Week)
Teams: Development
Outputs: For the selected time frame:
| Donations by sales channel | Conversion ratio | Average donation | Donation amounts |
| Donations by user | Donations by Fund | Donation Totals by Day of Week | Donation Totals by Time of Day |
Donation Conversion Analysis
Description: An analysis of the percentage of orders containing donations and tickets. Criteria Set should contain matching dates/users for each.
Useful For: Measuring against your donation goals
Report Type: Analysis
Items Reported On: Donations, Tickets
Standard Criteria Set: Donation Conversions; Donation Conversions by User; Donation Conversions under £/$50; Value of Donation Conversions as a proportion of Tickets
Teams: Development
Outputs: For the selected time frame, conversions broken down by:
| Sales channel | User | Amount | Event |
| Fund |
Donations Report
Description: Donations during a date range broken down by fund, campaign, and donor with totals.
Useful For: Measuring against your donation goals
Report Type: Analysis
Items Reported On: Donations
Standard Criteria Set: By Fund & Transaction Date; By Transaction Date; By Campaign & Transaction Date
Teams: Development
Outputs: For the selected time frame and/or Fund or Campaign selected:
| Transaction Date | Donor name | Donor ID | Amount |
| Campaign | Recognition name | Tribute Type | Tribute name |
| Gift aid (UK only) | Order ID |
Donor Giving History
Description: A list of donors with a breakdown of their total, average, latest and largest gift information.
Useful For: Measuring against your donation goals
Report Type: Analysis
Items Reported On: Donations
Standard Criteria Set: By Lifetime Donations (Use with Customer List); By Lifetime Donations - By Tag
Teams: Development
Outputs: For the selected Donors:
| Customer ID | First name | Last name | City |
| Total giving | Number of gifts | Years giving | Average gift |
| Latest gift amount | Latest gift date | Largest gift amount | Largest gift date |
