🔐 Required Role Permissions: Reports, Data Export, Generate Reports, See Custom Reports, Modify Custom Reports
📒 NOTE
Dashboard tables were updated in October 2026. Your existing reports 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 Report button appears in most sections of the Dashboard to help you create reports, useful for both finance and day-to-day operations.
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Reports can also use custom columns and fields from related records. For more information, see Working with Table Columns.
Create Report
Create a report from a filtered table.
Create a report from a filtered table.
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 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.To include test bookings, tick the 'Include Test Data' checkbox.
Include Test Data
Use the ‘Show’ drop-down to select one or more columns.
Show
Use the 'Function' drop-down to select how the values in the 'Show' columns are combined into one result for each 'By' group.
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 customer emails appear in the bookings. A customer who booked several times with the same email is counted once.
Sum - all values added together
Average - the sum of values divided by the number of values
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)
Choose Function
📒 NOTE
A function for each column is configured separately.
Use the ‘By’ drop-down to define how the data is grouped.
By
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Read your report settings as a sentence, for example "Show Sum of Size by Order Channel Name".(Optional) Press the Browse columns 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 Columns
Choose the field you want to use to sort the information by.
Sort By
Select whether to sort data in ascending or descending order.
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
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
Save a report you built.
Save a report you built.
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 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.
(Optional) Press the Browse columns 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
Manage reports you have access to.
Manage reports you have access to.
In the Ventrata Dashboard, go to Bookings > Bookings.
Press the 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 Duplicate or Delete the report from this window or the Reports window.
To change the input data of an existing report, filter the table, then select the report from the list under the Report button.
Report
You can also switch between reports by pressing the OTHER REPORTS button below the report name.
Other Reports
Reporting Use Cases
Here are some real-world examples of information you can get from generating reports.
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:
SHOW Sum of Child Count, Sum of Adult Count, Sum of 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:
SHOW Sum of {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:
SHOW Sum of 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.