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Tickets overviews

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Learn how to generate reports for ticketed events in the Wise staff client.

Tickets overviews provide access to a number of reports about ticket sales. Wise uses a reports generator that is linked the staff client.  The reports generator ensures that all data is retrieved and presented in the correct manner.  Once all data is retrieved and the report is compiled, it will display in your web browser. For more information, see View reports.

Ticketing sale overview

To generate the overview:

  1. Go to Tickets > Overviews > Ticketing sale overview. The Sales figures - default window opens.
  2. Select preferences for the overview. Fields marked with an asterisk (*) are required.
    Field Description
    Branch(es)* Select a branch to include in the report. Use ctrl+click to select multiple branches.
    Period up to and including The time period for which the report will be created.
    Activity type Select the type of activity from the drop-down menu, or select All.
    Genre Select the genre from the drop-down menu, or select All.
    Group by tier Select Yes to generate a report that groups results by tier.
  1. Click Create report. The report is generated in your web browser.

The report displays the following details:

  • Genre
  • Activity type
  • Event date
  • Event time
  • Title
  • Performers
  • Location
  • Range
  • Sale type
  • Tickets sold
  • Total income

Ticketing sale overview (styled)

To generate the overview:

  1. Go to Tickets > Overviews > Ticketing sale overview. The Sales figures - default window opens.
  2. Select preferences for the overview. Fields marked with an asterisk (*) are required.
    Field Description
    Branch(es)* Select a branch to include in the report. Use ctrl+click to select multiple branches.
    Period up to and including The time period for which the report will be created.
    Activity type Select the type of activity from the drop-down menu, or select All.
    Genre Select the genre from the drop-down menu, or select All.
    Group by tier Select Yes to generate a report that groups results by tier.
  1. Click Create report. The report is generated in your web browser.

The report displays the following details:

  • Performance genre
  • Event type
  • Performance date
  • Time
  • Venue
  • Tier
  • Card type
  • Source
  • Ticket total
  • Total amount

Ticketing guest list and Ticketing guest list (unique customers)

The Ticketing guest list reports provide an overview with the name and address of customers who purchased tickets. This report can target a specific period of time, the status of the ticket, type of activity, and performance. The Guest list can be sorted by date, status, genre, title, or customer name.

The unique customers guest list shows all unique customers only once in the report; if a customer purchases multiple tickets, they only appear on the guest list once.

To generate the overview:

  1. Go to Tickets > Overviews > Ticketing guest list or Ticketing guest list (unique customers). The Guest list window opens.
  2. Select preferences for the overview. Fields marked with an asterisk (*) are required.
    Field Description
    Branch(es)* Select a branch to include in the report. Use ctrl+click to select multiple branches.
    Period up to and including Enter the time period for which the report will be created.
    Status

    Select the status of the ticket:

    • 1 - Reserved
    • 2 - Sold
    • 3 - Canceled
    Event type Select the type of activity from the drop-down menu, or select All.
    Genre Select the genre from the drop-down menu, or select All.
    Performance Select the performance of the event, or show All guests for all performances of an event.
    Sorting (Not available for the unique guest list overview)

    Select a sort order:

    • 1 - Performance date
    • 2 - Status
    • 3 - Genre
    • 4 - Title
    • 5 - Name
  1. Click Create report. The report is generated in your web browser.

The report displays the following details:

  • Event date
  • Status
  • Genre
  • Activity type
  • Title
  • Performers
  • Customer name
  • Customer address
  • Customer email address

Ticketing ticket scanner

The Ticketing ticket scanner overview provides an overview of the scanned maps for an event. It provides a visitor map and how often a ticket has been scanned.

To generate the overview:

  1. Go to Tickets > Overviews > Ticketing ticket scanner. The Ticket scanner window opens.
  2. Select preferences for the overview. Fields marked with an asterisk (*) are required.
    Field Description
    Performance Select the performance for which the report will be generated.
    Suppress cancelations

    Make a selection:

    • No - canceled tickets appear in the report
    • Yes - canceled tickets do not appear in the report
    Group by status

    Make a selection:

    • Yes - group by status
    • No - do not group by status
  1. Click Create report. The report is generated in your web browser.

Ticketing attendance list

The Ticketing attendance list provides a list of attendees by Performance ID.

To generate the overview:

  1. Go to Tickets > Overviews > Ticket attendance list.
  2. Enter the Performance ID number of the event. 
  3. Click Create report. The report is generated in your web browser.

The report displays the following details:

  • Ticket number
  • Card type
  • Amount
  • Status 
  • Source
  • Printed?
  • Condition

Ticketing cancelation report

The Ticketing cancelation report shows the canceled cards for each event, sorted alphabetically by customer last name. The overview can be generated for a specific sales location, date, and/or time period.

To generate the overview:

  1. Go to Tickets > Overviews > Ticketing cancelation report. The Cancelation overview window opens.
  2. Select preferences for the overview. Fields marked with an asterisk (*) are required.
    Field Description
    Performance (id)* Select the performance ID for which the report will be generated.
    Branch(es)

    Select a branch to include in the report. Use ctrl+click to select multiple branches.
    Period up to and including

    Enter the time period for which the report will be created.
  1. Click Create report. The report is generated in your web browser.

The report displays the following details:

  • Name customer: If unknown, this will display ZZZ (anonymous)
  • Customer ID + Library card number: if there is no card number, this will display a dash (-)
  • Ticket number
  • Card type
  • Amount
  • Status
  • Source
  • Printed: Yes/No
  • Condition, if filled

Ticketing visiting history

The Ticketing visiting history overview provides an overview of the activities that a specific customer has attended.

To generate the overview:

  1. Go to Tickets > Overviews > Ticketing visiting history. The Cancelation overview window opens.
  2. Select preferences for the overview. Fields marked with an asterisk (*) are required.
    Field Description
    Visitor (id)* Enter the customer ID of the visitor.
    Period up to and including Enter the time period for which the report will be created.
    Sorting

    Select a sort preference:

    • 1 - title
    • 2 - performers
    • 3 - performance date
  1. Click Create report. The report is generated in your web browser.

The report displays the following details:

  • Customer ID
  • Customer name
  • Customer address
  • Customer email
  • Customer telephone
  • Title of the event
  • Performer
  • Event date
  • Ticket price type
  • Activity type
  • Genre
  • Ticket price

 

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