Bookings has two standard dashboards you can use to report on event attendance and income.
Controls
Both dashboards have the same controls. You can set:
- The date range - either the past seven days, the past month, or the past year, all counting from "yesterday", or a custom date range
- The events to report on
By default the events drop-down will include all articles using the event template that the current user has security permission to see (ie is a member of one of the user groups the event articles are secured to). The number in brackets is the event article ID.
You can restrict the dashboards to only report on certain events by relating event articles to the dashboard article. See "Setting up the Dashboards" below.
Attendance Dashboard
Each line on the dashboard represents one event, and displays a count of attendees for that event on each day within the reporting period. A table displays a summary of the data.
The following terms are used:
- Attended - A count of bookers checked in using the Booking Check-In form. If bookers aren't checked in using this form they won't be counted
- Attendance - The percentage of bookers who were checked in
- Bookings - The total count of bookers
- Assisted - The percentage of bookings made using Assisted Service
- Utilisation - The percentage of booked tickets of the total that were available
In the example above the Quiz Night had three attendees on the 16th. There were three bookings, and everyone attended. There were 30 tickets available, so three bookings equals 10% utilisation.
Event Attendance Breakdown
Each row of the table has a "View breakdown" link. This displays further details about each event, including:
- The number of each type of package sold for the event
- The number of those bookers who attended (ie were checked in)
- The percentage of bookers who attended
Income Dashboard
Each line on this dashboard represents one event, and displays the total value of ticket sales for that event on each day within the reporting period. A table displays a summary of the data.
In the example above, the Pizza party sold £40 of tickets on the 1st, 5th and 6th of September, and £200 on the 12th, giving a total of £320, visible in the table.
Event Income Breakdown
Next to each event in the summary table is a link to view the breakdown of sales. This includes three dashboards.
Package Type
This graph shows a breakdown of sales by the package sold. You can see the income from each package sold and the quantity.
Payment Type
This graph shows a breakdown by payment type (cash, invoice and online) and the value of any discounts given.
The discount information will only appear if the events are configured to offer discount codes. The first time you view discount charts you may see a prompt to generate the relevant data. This only needs to be done once, after which the graph and summary will be displayed.
Discount Codes
This graph shows which discount codes have been used, the amount of discount given, and the number of bookings they were used on.
Setting up the Dashboards
Each dashboard is a form.To display a dashboard, create an article using the Forms Service template and relate one of the dashboard forms to it.
The two forms are:
- BOOKANDPAYDASHBOARDWEEKLYVISITORS - Bookings attendance dashboard
- BOOKANDPAYDASHBOARDWEEKLYINCOME - Bookings income dashboard
To restrict a dashboard to only report on certain events, relate articles using the event template to your dashboard article. In this example, the Attendance Dashboard will only display data relating to the quiz night and football:
