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Working with Charts and Reports
Working with Charts and Reports
Lucia Burin Sestakova avatar
Written by Lucia Burin Sestakova
Updated over a month ago

🔐 Required Role Permissions: Data Export, Generate Reports, See Custom Reports, Modify Custom Reports, See Charts, Modify Charts

The Ventrata dashboard offers tools to discern detailed information about focused aspects of your operation. The Generate Report button appears in most sections of the dashboard to help you create reports and charts, useful for both finance and day-to-day operations.
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The Generate Reports button appears on the action bar sandwiched between the top navigation and page table. Follow the steps below to create and manage reports and charts.
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Reports

Create Report

In this article, the Bookings page is used as an example.

  1. In the Ventrata dashboard, go to Bookings > Bookings.
    ​


    📒 NOTE

    Notice that certain column titles appear in green. These columns are the input data of your report. Make sure you select and filter the columns that reflect the information you need from the report.

    Bookings - Bookings

  2. Press the Generate Report button.

  3. Select New Report.

    Generate Report - New Report

  4. Review your input data.

    Input Data


    📒 NOTE
    Remember that these are coming from the filters on columns with green titles.

  5. If you wish to include test bookings, check the 'Include Test Data' box.

    Include Test Data

  6. Select what information you wish to determine using the report:

    • Total - sum of values

    • Minimum - the lowest value

    • Maximum - the highest value

    • Average - the sum of values included in the report divided by their count

    • Count - number of selected parameter
      ​

  7. Select which information you want to measure from the 'Show' drop-down field.

  8. Select how you want your information sorted from the 'By' drop-down field.

    Report Criteria


    📗 TIP
    It is helpful to read the steps in constructing your report as "Show Total of PAX by Channel".
    ​

  9. Press the Generate Report button.

    Generate Report

  10. A report using the information provided on the left is generated on the right-hand side of the Report Builder.

    Report Builder

The Ventrata dashboard offers 4 actions that can be done on the report:

  • Save Report - save to create up-to-date reports using the latest data

  • Print Report - print the report in table view, including all your input data and report criteria

  • Download Excel - download the report to work with the output offline

  • Download CSV - download the report to import the output into other applications
    ​

Save Report

  1. Press the Save Report button.

    Save Report


    ​

  2. Enter 'Name'.

    Report Name

  3. Mark the report as 'Private' if you do not want other users to access your report.

  4. Uncheck the box to make the report public.

    Private

  5. Check the 'Include Test Data' box if you wish to include test bookings every time the report is generated anew.

    Include Test Data

  6. Review and tweak your criteria as needed.

    Report Criteria

  7. Check the 'Email Report' box to create automatic emails with the update of the report.

    Email Report

  8. Enter the email addresses of your recipients.

    Email Recipients

  9. Enter how often you want the email sent in days, weeks or months.
    Set the start date.

  10. Select the time zone.

    Email Time Zone

  11. Select 'Email Date Field' to delimit results since a certain action + date combination.

    Email Date Field

  12. Enter date range start since the email date field event and range end in days, weeks or months.

    Email Date Range Start and End

    📗 TIP

    You can use the Quick Links button to set larger chunks of time, such as last/next month/week, or today, tomorrow, yesterday or day after tomorrow.
    ​

  13. Press the Create Report button.

    Create Report

Manage Reports

  1. In the Ventrata dashboard, go to Bookings > Bookings.

  2. Press the Generate Report button.

  3. Select 'Manage Reports'.

    Manage Reports

  4. A new window with a list of your reports appears onscreen.

    Reports


    ​

  5. Press the pen and paper icon to edit the report. You will be redirected to the Save Report window from above.
    ​

    📗 TIP

    If you set up automatic email sending, you can test your email setup using the TEST EMAIL button next to your report in the Reports window.
    ​

  6. Edit your report parameters and automatic email settings.

  7. Press the Update Report button to save your changes.

    Update Report

    📗 TIP
    You may also choose to Duplicate or Delete the report.
    ​


You can include new input data into your existing report by adding new green columns in the table view by pressing the Show Column, then selecting your report from the list of reports under the Generate Report button.
​

Select Existing Report


You can also switch between reports by pressing the OTHER REPORTS button below the report name.

Other Reports


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Charts

Create Chart

  1. In the Ventrata dashboard, go to Bookings > Bookings.

  2. Press the Generate Report button.

  3. Select 'New Chart'.

    Generate Report - New Chart

  4. Enter 'Name'.

  5. Select chart width in single digits.

    Name & Width


    ​

  6. Uncheck the 'Private' box if you want want other users to access the chart.

    Private

  7. If you wish to include test bookings, check the 'Include Test Data' box.

    Include Test Data

  8. Select what information you wish to determine using the report:
    ​

    • Total - sum of values

    • Minimum - the lowest value

    • Maximum - the highest value

    • Average - the sum of values included in the report divided by their count

    • Count - number of selected parameter
      ​

  9. Select which information you want to measure from the 'Show' drop-down field.

  10. Select how you want your information sorted from the 'By' drop-down field.

    Chart Criteria

    📗 TIP

    It is helpful to read the steps in constructing your report as "Show Total of PAX by Channel".
    ​

  11. Select chart type.

    Chart Type

  12. If you select 'Bar Chart', also select whether in case of multiple objects ('Show' field) they should be stacked on top of each other.

  13. Select whether the bars in your chart should line up horizontally or vertically (default).

    Stacked & Horizontal

  14. Press the Create Chart button.

    Create Chart

  15. Your new chart is located above the table view.

  16. Press the Load Chart button at the centre of the chart card.

Load Chart


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The Ventrata dashboard offers 4 actions that can be done on the report:

  • EDIT - edit your chart, duplicate or delete the chart

  • Download SVG - download the chart in scalable vector format

  • Download PNG - download the chart in high-resolution raster format

  • Download CSV - download the chart to import the output into other applications
    ​
    ​

Chart Actions


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Reporting Use Cases

Here are some real-world examples of information you can get from generating reports:
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Are any sellers selling suspicious amounts of reduced price tickets?

Create a report using the following:
​SHOW Total OF Children, Adults, Seniors BY Seller
Consider also filtering by date ranges.

I want to see a breakdown of the popularity of our products by country.

Create a report using the following:
​SHOW Total OF Total BY Customer Country, Product
The report will provide a list of products bought the most often grouped by the nationalities your customers entered during checkout. You may consider adding Customer language as a variable.
​
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