Supporters Report

The 'Supporters' tab in the manager portal lists all supporters who have purchased tickets, registered for your event by clicking the "Register" button, placing a bid, or making a purchase.

Within the 'Supporters' tab, you can:

• Click Choose Columns to add extra columns such as Check-In Time, Ticket Type, and more.

• Apply filters like Placeholder or Ticket Holders to create a more customized report or view.

After customizing the table with columns and filters, you can save this view as a Report. Saved reports can be accessed at any time to:

• Facilitate specific actions, such as check-in.

• Export data as an Excel or CSV file.

This article guides you through creating and saving a new report as well as editing an existing one.

Creating A New Report

1. First, if desired, adjust your filters by clicking the filter icon. Next, if desired, select additional columns by clicking the ‘Choose Columns’ button. Please note, the "Default Report" will always be available. To save a new report, it must include at least one different column and/or filter.
   
   For this example, we will be creating a Check-In Report. Before starting check-in, you can select this report to display only the columns needed by volunteers and staff assisting with check-in.

2. To create our "Check-In Report" example, we will click "Choose Columns" and then de-select "Cart Total" and "Purchaser Name." After you have selected and/or de-selected your desired columns, click "Select" 
   
   For this example, we will be adjusting our filters as well. To do so, click the filter icon. After, select "Ticket Holders." After you have selected and/or de-selected your desired filters, click "Apply Filters"
3. Once done, click "Save Report," shown below.
4. Next, you will be prompted to name your report. Once named, click "Save and Close."
    
5. This report will now be accessible within your 'Supporters' tab report list. To see the available custom reports you have built, click the "Default Table" drop-down, shown below.
6. Select your newly created report at any time to view, edit, or export using the XCEL or CSV buttons. If you would like to delete a report, click into the drop-down, then click the trash can icon to the right of the report you would like to erase. 

Editing A Current Report

1. First, select the report you would like to edit from the drop-down. 
   * Please Note: The "Default Report" is a static report and not able to be deleted. 
   
   For this example, we will be editing our checkin view to not contain the column "Table Name."
2. Next, make the desired changes to your report using the "Choose Columns" and/or filter icon. For this example, we will be clicking "Choose Columns" and de-selecting the "Table Name" column. 
   
   After making your desired changes, click "Save Report," shown below.
3. This action will prompt the pop-up below, asking whether you would like to update your current report or save it as a new report. For this example, we are editing our current report, so we will click “Update Current.”
   
4. Next, you will be able to rename your report, if desired. If you would like to keep the current report name, no action is needed. Whether you choose to rename this report or not, click “Save and Close” to finish updating your report.