Reports
Reports allow you to generate detailed analytics exports for specific metrics, time periods, and segments. Use reports for deeper analysis, stakeholder presentations, and compliance requirements.Report Types
Standard Reports
| Report | Description |
|---|---|
| Experience Summary | Overview of all experience performance |
| Consumer Activity | Consumer engagement and participation |
| Revenue Report | Financial performance analysis |
| Conversion Report | Funnel and conversion analytics |
| Usage Report | Platform usage and consumption |
Experience Reports
| Report | Description |
|---|---|
| Queue Performance | Wait times, completion, throughput |
| Draw Results | Entry counts, winner distribution |
| Auction Analysis | Bidding patterns, final prices |
| Appointment Summary | Booking rates, attendance metrics |
Generating Reports
Standard Report Generation
- Navigate to the reports section
- Select a report type
- Configure parameters
- Generate the report
- Download or view online
Report Parameters
| Parameter | Description |
|---|---|
| Date Range | Start and end dates |
| Experiences | All or selected experiences |
| Audiences | All or specific audiences |
| Metrics | Which metrics to include |
| Grouping | How to group data |
Date Range Selection
Preset Ranges
| Preset | Description |
|---|---|
| Today | Current day |
| Yesterday | Previous day |
| Last 7 days | Rolling week |
| Last 30 days | Rolling month |
| This month | Calendar month to date |
| Last month | Previous calendar month |
| This quarter | Quarter to date |
| Last quarter | Previous quarter |
| Custom | Specify exact dates |
Custom Date Range
- Click Custom
- Select start date
- Select end date
- Apply the range
Report Metrics
Experience Metrics
| Metric | Description |
|---|---|
| Total Entries | Number of experience entries |
| Unique Entrants | Distinct consumers |
| Completion Rate | Percentage completed |
| Average Wait Time | Mean time in experience |
| Drop-off Rate | Percentage who left early |
Consumer Metrics
| Metric | Description |
|---|---|
| New Consumers | First-time participants |
| Returning Consumers | Repeat participants |
| Consumer Growth | Net new consumers |
| Engagement Rate | Activity per consumer |
Revenue Metrics
| Metric | Description |
|---|---|
| Total Revenue | Sum of transactions |
| Average Order Value | Mean transaction amount |
| Revenue Per Entry | Revenue divided by entries |
| Transaction Count | Number of transactions |
Report Formats
Available Formats
| Format | Best For |
|---|---|
| CSV | Data analysis, spreadsheets |
| Excel (.xlsx) | Formatted reports, formulas |
| Presentations, sharing | |
| JSON | API integration, automation |
Format-Specific Options
CSV Options
- Include headers
- Date format
- Number format
- Delimiter choice
Excel Options
- Multiple sheets
- Charts included
- Formatting applied
- Summary sheet
PDF Options
- Include charts
- Page orientation
- Paper size
- Branding
Scheduled Reports
Setting Up Scheduled Reports
- Create a report configuration
- Click Schedule
- Set frequency
- Choose delivery method
- Save the schedule
Frequency Options
| Frequency | Description |
|---|---|
| Daily | Every day at specified time |
| Weekly | Specific day each week |
| Monthly | Specific day each month |
| Quarterly | End of each quarter |
Delivery Methods
| Method | Description |
|---|---|
| Send to specified addresses | |
| Download | Available in reports section |
| Webhook | POST to specified URL |
Report History
Viewing Past Reports
Access previously generated reports:| Information | Description |
|---|---|
| Report Name | Type and parameters |
| Generated At | When the report was created |
| Generated By | Who requested the report |
| Status | Complete, pending, or failed |
| Download | Link to download |
Report Retention
| Plan | Report History |
|---|---|
| Free | 7 days |
| Basic | 30 days |
| Pro | 90 days |
| Enterprise | 1 year |
Advanced Reporting
Filtering Data
Apply filters to narrow report scope:| Filter | Options |
|---|---|
| Experience Type | Queue, Draw, Auction, Appointment |
| Audience | Specific audience segments |
| Status | Completed, pending, cancelled |
| Consumer Status | New, returning |
Grouping Data
Group report data by:| Grouping | Description |
|---|---|
| Day | Daily aggregation |
| Week | Weekly aggregation |
| Month | Monthly aggregation |
| Experience | Per-experience breakdown |
| Audience | Per-audience breakdown |
Comparing Periods
Compare metrics across time periods:- Select primary period
- Enable comparison
- Select comparison period
- View side-by-side metrics
Report Templates
Saving Templates
Save report configurations for reuse:- Configure report parameters
- Click Save as Template
- Name the template
- Access from template library
Using Templates
- Open template library
- Select a template
- Adjust parameters if needed
- Generate the report
API Access
Report API
Programmatically generate reports:Webhook Delivery
Receive reports via webhook:- Configure webhook URL
- Set report parameters
- Schedule or generate
- Report POSTed to URL
Best Practices
Report Design
- Start with questions - Know what you want to learn
- Choose appropriate metrics - Select relevant data
- Use meaningful ranges - Compare like periods
- Include context - Add notes and explanations
Report Distribution
- Schedule regular reports - Automate routine reports
- Use appropriate formats - Match format to audience
- Secure sensitive data - Limit access as needed
- Archive important reports - Download for records
Troubleshooting
Report Generation Failed
- Check date range is valid
- Verify you have data for the period
- Ensure you have permission
- Try a smaller date range
Data Looks Incorrect
- Verify date range selection
- Check timezone settings
- Confirm metric definitions
- Compare with dashboard data
Scheduled Report Not Delivered
- Check email spam folder
- Verify email addresses
- Confirm schedule is active
- Check report generation status
Related Guides
- Analytics Overview - Dashboard analytics
- Experience Analytics - Per-experience metrics
- API Documentation - Report API reference