Where do I find it?
Reports & Analysis > Configuration > Report Templates
This section enables you to create your own report templates which can then be used in the At a glance and Data export sections.
When creating a new report, you need to name it, choose a delimiter that will be used to separate the data when downloaded as a CSV file, and select what kind of data will be shown on the report.
You also have the option to select how your data will be sorted on the report. You can 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).
Once you download the report as an excel file, the data will be distributed in rows.
Let’s take an example from the screenshot above:
You have a booking that has been paid, then cancelled and also refunded. In this case, there will be 4 rows showing information regarding the same booking. One row for the issued booking, one for it’s payment, one for the refund and one for the cancellation.
After choosing the data types, scroll down in order to select the different columns in which the data will be distributed.
Sidenote: It is possible that not all the columns will be filled with data, e.g. if you select “Refunds” in the data type and add the column “Event time”, the column will be empty as refunds don’t have an event time. Therefore, we suggest adding columns according to your selection of data types, as shown above.
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.