This article covers:
Customer reporting
We've created a Google Sheets workbook to help you dive deeper into your customer export. With just a few steps, you can analyse key metrics, such as customer and email address counts, booking totals and values, customer insights by name and email, and trends by year and month.
Setting up your data
Open this reporting document and select Make a copy.
Select Customers from the left-hand dashboard menu, and generate the search.
You can filter as needed using filters such as start and end dates (which apply to the event date, not the booking date), entry names, etc.
Select the Options drop-down menu, then Export customers (CSV) to export the report into a spreadsheet:
Open the downloaded CSV file using your preferred spreadsheet software (such as Excel, Google Sheets, etc.). Then, select and copy the entire content.
💡 Keyboard shortcuts to copy:
Windows: Ctrl+A and Ctrl+C
Mac: Cmd+A and Cmd+C
Paste the copied content from your exported file to the previously opened workbook (step 1) on the first tab titled CUSTOMERS IMPORT - paste details from export here:
💡 Keyboard shortcuts to paste:
Windows: Ctrl+V
Mac: Cmd+V
Understanding the reporting workbook template
To help you maximise the value of the workbook and improve your reporting, we’ve included an overview of the key metrics found in each tab below:
Tab 1: Customers Import - Paste details from export here
This tab is where you add the data from your downloaded report, which powers the remaining tabs in the workbook.
Tab 2: Customers in numbers
This tab contains customer, booking, and attendance-related stats, such as the total number of customers, email addresses, bookings and attendances, and bookings' total value.
You can use this to review the number of:
Customers and child accounts.
Email addresses by status (verified, unverified and invalid).
Bookings and attendances.
Cancelled and transferred tickets.
Passes sold and uses remaining, and
The total bookings value.
Tab 3: Customer Insights (by email)
This tab includes customer-related stats based on the email address.
This workbook provides insights into bookings, attendances, tickets, and passes by customer email address. It includes:
Bookings: Total number, value, and outstanding amounts.
Attendances: Total number and those marked as attended.
Tickets: Cancelled and transferred tickets.
Passes: Number purchased, remaining uses, and expiry dates.
The table is sorted alphabetically by email address. After importing data (Tab 1), automatic colour formatting is applied:
Yellow: Maximum values in Total bookings (C), Bookings value (D), Total attendances (G), and Passes bought (M).
Red: Unpaid bookings in Outstanding value (E) and ticket cancellations/transfers in Cancelled (J) and Transferred (K).
Green: Fully attended bookings in Confirmed attendances (H) and unused passes in Pass uses remaining (N).
Current reporting maximum for the number of attendee email addresses: 5,000
Tab 4: Customer Insights (by name)
This tab includes customer-related stats based on the name.
You can use this to get insight into:
Bookings (total number and value as well as outstanding amount).
Attendances (number and marked as attended).
Tickets (cancelled and transferred), and
Passes (number of passes bought, uses remaining and expiry) by customer name.
The table is sorted alphabetically by name. Once you have imported data (Tab 1), automatic colour formatting is applied:
Yellow: Maximum values in Total bookings (C), Bookings value (D), Total attendances (G), and Passes bought (M).
Red: Outstanding value (E) for unpaid bookings and ticket cancellations/transfers in Cancelled (J) and Transferred (K).
Green: Fully attended bookings in Confirmed attendances (H) and unused passes in Pass uses remaining (N).
Current reporting maximum for the number of attendee names: 5,000
Tab 5: Date Insights (by email)
This tab provides date-related insight based on the email address and the first/last booking attendance date.
You can use this to review the first and latest bookings and the first and last attendance dates by customer email address.
The four tables are sorted by:
First booking date.
Last booking date.
First attendance date and
Last attendance date.
Current reporting maximum for the number of email addresses: 5,000
Tab 6: Date Insights (by name)
This tab provides date-related insight based on the name and the first/last booking attendance date.
You can use this to review the first and latest bookings and the first and last attendance date by customer name.
The four tables are sorted by:
First booking date.
Last booking date.
First attendance date and
Last attendance date.
Current reporting maximum for the number of names: 5,000
Tab 7: Date Insights (bookings)
This tab offers date-related insight for first-time bookers, including breakdowns by years and months plus month vs month comparison.
You can track the number of first-time bookers by month and year. An annual breakdown by month shows trends compared to the previous year, with an option to compare any two selected months (e.g., the same month in different years).
Data Sorting: Years and months are ordered chronologically, from oldest to most recent.
Automatic Colour Formatting (Tab 1):
Yellow: Highlights the maximum Number of first-time bookers (Column C).
Green: Indicates an increase in breakdowns and comparisons.
Red: Indicates a decrease.
Yellow: Represents no change.
Current reporting maximum for the number of booking dates: 5,000
Tab 8: Date Insights (attendances)
This tab offers date-related insight for first-time attendees, including breakdowns by years and months plus month vs month comparison.
You can track the number of first-time attendees by month and year. An annual breakdown by month highlights trends compared to the previous year, with an option to compare any two selected months (e.g., the same month in different years).
Data Sorting: Years and months are listed chronologically, from oldest to most recent.
Automatic Colour Formatting (Tab 1):
Yellow: Highlights the maximum Number of first-time attendees (Column C).
Green: Indicates an increase in breakdowns and comparisons.
Red: Indicates a decrease.
Yellow: Represents no change.
Current reporting maximum for the number of attendance dates: 5,000
Important note
While we have tested these methods across various scenarios, we cannot guarantee the accuracy of the results in every spreadsheet. Limitations may arise depending on specific setups and settings.
If you experience issues, please share feedback with our support team. We’re committed to keeping these documents updated and fixing errors, but we cannot fulfil requests for custom versions at this time.
We are actively working on implementing built-in reporting features and functionality for the future. 💚
💬 Any questions or feedback? There are two ways to get in touch:
For a quicker response, please contact us via live chat on our homepage or your account.
Or send us an email
Thank you! 🕺