To create a custom report, go to the “Tools” section on your account.  On the side menu the first thing that will be selected is “Custom Reporting”.  Here you will be able to create any type of report that you need.  There is a wealth of information here that you can create a report for.

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Step 1

The types of reports you will be able to create are “Customer Data”, “Financial Data”, “Marketing Data” and “Guestlist Data”.  Choose which data type you need.

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Step 2

Select all data options or select any pieces of data to create a completely custom report that you require.

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Step 3

In this step you will have options where you can narrow it down by event, date range, or you can retrieve all data from all events.  After selecting this option you are now ready to download your custom report.  Click on Generate report and you are all set!

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