How to configure your "Report Templates"

Blanca Castillo
Blanca Castillo
  • Updated

Where do I find it?

Reports & Analysis > Configuration > Report Templates


What does it mean?

This section enables you to create your own report templates which can then be used in the At a glance and Data export sections. 


What should I do?

When creating a new report, you need to name it and choose a delimiter that will be used to separate the data when downloaded as a CSV file.



You can also select the type of quotes you want to use for each item: Quotes, Singe Quotes or None. Where "Quotes" are the default option.


You can also decide to include the column header and choose to sort by booking time (when a tour has been sold), event time (when a tour takes place), or by ticket (does not include vouchers).


If you don't include the headers then you will be able to create a report in CSV or XLSX without a header line, which describes the report columns. It could be interesting for you if you need to re-import the report into an external system, for instance, your ERP.

Once you download the report as an excel file, the data will be distributed in rows.

Additionally, scroll down in order to select the different columns in which the data will be distributed. 


In case you prefer a different name for the column than the default definition, you can edit it in the Name section. 



Once your report template has been saved, you will have the option to upload a pivot table. For more information about how to import Pivot tables into Palisis.


Now that the report is created, it can be applied in Data export and At a glance

Click on Report template, choose the corresponding template, and hit save.


In order to fill the report with data, select a time frame, and apply filters as you wish. Once all those parameters have been configured, click on Request New Report Export and the report will download automatically.