🔐 Required Role Permissions: Data Export, Generate Reports, See Custom Reports, Modify Custom Reports, See Charts, Modify Charts
📒 NOTE
Dashboard tables were updated in October 2026. Your existing reports and charts were updated automatically, but some column names have changed. To find the new name of a column, see the column mapping document.
The Ventrata Dashboard offers tools to analyse specific 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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Reports and charts can also use custom columns and fields from related records. For more information, see Working with Table Columns.
The Generate Report button is on the action bar between the top navigation and the table. Follow the steps below to create and manage reports and charts.
Reports
Use reports when you need a detailed, structured view of raw data that you can filter, sort, and export for further analysis.
Use reports when you need a detailed, structured view of raw data that you can filter, sort, and export for further analysis.
Create Report
In this article, the Bookings table is used as an example.
In the Ventrata Dashboard, go to Bookings > Bookings.
📒 NOTE
Before generating a report, filter the table to the records you want to report on. Filtered columns have green titles. Their filters become the report’s input data.
Report Input Data
Press the Generate Report button.
Select New Report.
New Report
Review your input data.
Report Builder
📒 NOTE
The input data shows the filters currently applied to the table.If you wish to include test bookings, tick the 'Include Test Data' checkbox.
Include Test Data
Select what information you wish to determine using the report:
Count - the number of records
Distinct count - the number of different values, with each value counted only once
📘 EXAMPLE
Distinct count of Order Customer Email shows how many different customers emails appear in the bookings. A customer who booked several times with the same email is counted once.
Sum - the sum of all values
Average - the sum of values divided by their count
Minimum - the lowest value
Maximum - the highest value
True count - the number of records where the value is 'Yes' (true)
False count - the number of records where the value is 'No' (false)
Use the ‘Show’ drop-down to select the metric, and the ‘By’ drop-down to define how the data is grouped.
Show & By
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Read your report settings as a sentence, for example "Show Sum of Size by Order Channel Name".If you selected more than one 'By' attribute, choose the field you want to use to sort the information.
📒 NOTE
This field sorts only based on the options selected in the 'By' field.
Press the Browse associations link, then select the related record and the field you want to add.
📒 NOTE
Records marked with an arrow contain further related records. Select them to browse deeper levels.
Browse Associations
Select whether to sort data in ascending or descending order.
Sort By & Sort Direction
📒 NOTE
If you are modifying an existing report, make sure to save the report with the desired sort options before exporting. This ensures that the sort order is retained in the exported report.
Press the Generate Report button.
Generate Report
A report using the information provided on the left is generated on the right-hand side of the Report Builder.
Generated Report
The following actions are available for the report:
Save report - save to create up-to-date reports using the latest data
Save chart - save the report as a chart
Print - 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
Press the Save report button.
Save Report
Enter a name for the report.
Name
Keep the 'Private' checkbox ticked to make the report available only to you. Untick it to let others in your organisation access the report.
Private
Tick the 'Include Test Data' checkbox if you wish to include test bookings each time the report is generated.
Include Test Data
Review and tweak your criteria as needed.
📒 NOTE
If you have not specified the field to sort by or the order in which to sort your data, you can do so here. These fields sort only based on the options selected in the 'By' field.
Data Composition
Tick the 'Email Report' checkbox to send the report by email automatically.
Email Report
Tick the 'Skip if Empty' checkbox to prevent emails from being sent if the report contains no matching data.
Skip if Empty
Enter the email addresses of the recipients.
Email Recipients
Enter how often the email is sent, in hours, days, weeks or months.
Set the start date.
Email Period & Start Date
Select the time zone.
Email Time Zone
Select 'Email Date Field' to choose which date the emailed report's date range is based on.
Press the Browse associations link, then select the related record and the date field you want to use.
Email Date Field
📒 NOTE
Records marked with an arrow contain further related records. Select them to browse deeper levels.
Enter the start and end of the date range, relative to the email date field, in days, weeks or months.
Email Date Range
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You can use the Quick Links button to set common periods, such as last month, next week, today, yesterday or the day after tomorrow.
Press the Create Report button.
Create Report
Manage Reports
In the Ventrata Dashboard, go to Bookings > Bookings.
Press the Generate Report button.
Select 'Manage Reports'.
Manage Reports
A new window with a list of your reports appears onscreen.
Reports
Press the pen and paper icon to edit the report. You will be redirected to the window from Save Report above.
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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.
Edit your report parameters and automatic email settings.
Press the Update Report button to save your changes.
Update Report
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You may also choose to Delete the report from this window or the reports management window.
To change the input data of an existing report, filter the table, then select the report from the list under the Generate Report button.
Generate Report
You can also switch between reports by pressing the OTHER REPORTS button below the report name.
Other Reports
Charts
Use charts when you want to visualise trends, comparisons, or summaries in your data for quicker insights and presentations.
Use charts when you want to visualise trends, comparisons, or summaries in your data for quicker insights and presentations.
Create Chart
In the Ventrata Dashboard, go to Bookings > Bookings.
Press the Generate Report button.
Select 'New Chart'.
New Chart
Enter a name for the chart.
Set the chart width from 1 to 9.
Chart Name & Width
Keep the 'Private' checkbox ticked to make the chart available only to you. Untick it to let others in your organisation access the chart.
Private
If you wish to include test bookings, tick the 'Include Test Data' checkbox.
Include Test Data
Select what information you wish to determine using the chart:
Count - the number of records
Distinct count - the number of different values, with each value counted only once
📘 EXAMPLE
Distinct count of Order Customer Email shows how many different customers emails appear in the bookings. A customer who booked several times with the same email is counted once.
Sum - the sum of all values
Average - the sum of values divided by their count
Minimum - the lowest value
Maximum - the highest value
True count - the number of records where the value is 'Yes' (true)
False count - the number of records where the value is 'No' (false)
Select which information you want to measure from the 'Show' drop-down field.
Select how to group the data from the 'By' drop-down field.
📗 TIP
Read your chart settings as a sentence, for example "Show Sum of Size by Order Channel Name".If you selected more than one 'By' attribute, choose the field you want to sort the information by.
📒 NOTE
This field sorts only based on the options selected in the 'By' field.
Press the Browse associations link, then select the related record and the field you want to add.
📒 NOTE
Records marked with an arrow contain further related records. Select them to browse deeper levels.
Browse Associations
Select whether to sort data in ascending or descending order.
Data Composition
Select the chart type.
Chart Type
If you select 'Bar Chart', choose whether to stack multiple 'Show' values on top of each other.
Select whether the bars in your chart should line up horizontally or vertically (default).
Chart Orientation
Press the Create Chart button.
Create Chart
Your new chart is located above the table view.
Press the Load Chart button at the centre of the chart card.
Load Chart
The following actions are available for the chart:
EDIT - edit your chart 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
Reporting Use Cases
Here are some real-world examples of information you can get from generating reports:
I want to see whether any sellers are selling suspicious amounts of reduced-price tickets.
I want to see whether any sellers are selling suspicious amounts of reduced-price tickets.
Create a report using the following:
Function Sum
SHOW Child Count, Adult Count, Senior Count BY Order Seller Name
I want to see monthly sales trends in one view.
I want to see monthly sales trends in one view.
Create a report using the following:
Function Sum
SHOW {currency} Total BY Travel Date Year Month, Product
📒 NOTE
Replace {currency} with your currency, such as EUR Total.
This report shows total sales for each month, broken down per product.
Monthly Sales Trends
I want to see which weekdays are the most visited.
I want to see which weekdays are the most visited.
Create a report using the following:
Function Sum
SHOW Size BY Travel Date Weekday
The report will show the total number of visitors per weekday, sorted in ascending or descending order. Use the results to better understand customer behaviour and create targeted marketing to increase visitor numbers on underperforming days.