The Scheduled Reporting feature gives you the ability to produce and send any Moshtix report via email to multiple email addresses on your own custom schedule.
Set-Up
To set up Scheduled Reports, navigate to REPORTS > Scheduled Reports and Create New Report
Once there, select the report you wish to schedule, as well as the following parameters
|
Parameter
|
Description
|
|---|---|
| Report Type | The list of reports that are able to be scheduled. This includes all sales, demographic and scanning based reports. |
| Event(s) | A picklist of all events within that clients Control Room account. Type three letters to begin the search and add as many events as required. If you wish to report on ALL events in the account, leave this field blank. |
| Report Range |
This range is to define what period the report should base it's data on. Options Today - All sales that have taken place on the day of the report being generated |
| Subject | The subject line for the email that is sent with the report attached. This can be customised directly for the clients needs. |
| Recipient Emails | Which email addresses should receive this report. Type in an email address and press Return/Enter to add the email address. To enter multiple addresses at once, separate each email address by a semi colon ( ; ) |
| Report Output |
The file format in which the report is attached Options PDF - A PDF document that cannot be edited. Suitable for archival processes or easy viewing on multiple devices. |
| First Send Time | The first date that the report is to begin sending (usually aligned with the on-sale date of the event) |
| Last Send Date | The last date that the report is to send (usually aligned with the day of the event) |
| Frequency |
How often the report needs to be generated and sent to the recipients. Options Daily - Sent every day between the First Send Date and Last Send Date |
3 key highlights
- Flexibility to report on specific data that is most valuable to the client
- Automate processes for finance and marketing, by scheduling relevant department emails to specific contacts
- Receive automated updates for on-sales or scanning during periods where they don't have time to log into the control room.
Limitations
- Reports cannot be grouped together, so in order for multiple reports to arrive at the same time, they must be configured individually.
- Scanning reports can often be delayed when MoshFest scanning solution is used so bare this in mind when scheduling scanning reports.
Examples
On-Sale Reporting
- Scheduling a General Sales Summary report that sends to all client stakeholders every 15 minutes during a major on-sale to save time for both Moshtix staff and for the client.
Month-End Reporting
- Scheduling a monthly Booking Transaction report to client finance teams can allow for convenient reconciliation, particularly for Third Party Merchant clients.
FAQ
- Q: Can I receive multiple reports on the same schedule?
- A: Yes you can, however these need to be configured individually and will be sent in multiple emails.
- Q: Can I hide confidential information from specific recipients?
- A: All Scheduled Reports exactly match the reports that are found in the Reporting Dashboard. Ensure you are aware of what data is in each report before you schedule them. It is recommended to keep any financial reports or reports that include sensitive customer data to internal recipients only.
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