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1. Generating a Line‐Item Sales Report

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Step-by-Step Instructions

1. Log in to your Manager Portal at https://manager.simpletix.com.
2. Navigate to the Reports section:
   • Click Reports on the top rail and select Sales Report on the left.
   • Or go directly to this URL.
3. On the Sales Report page, click Generate Line Item Report.
   • Choose a time frame and enter your email address.
   • The report is sent directly to your email as an Excel attachment.

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Tips & Troubleshooting

• For event-specific reports, use the available filters in the dashboard or in your Excel report.

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2. Exporting a Ticket Scan Report

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Step-by-Step Instructions

1. Log in to your account and:
   • Click Reports on the top rail,
   • Or visit directly via this URL.
2. Select the Export Scan Report option.
   • This report includes detailed information on which tickets were scanned during your event.

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Tips & Troubleshooting

• If data appears incomplete, verify that your event date and time range filters are set correctly.
• Refer to our troubleshooting guide if missing data issues persist.

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3. Exporting All Attendees for an Event

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Step-by-Step Instructions

1. Log in to your account and click Events from the top rail.
2. On the event page, click on Attendee List.
3. In the top right of the Attendee Management page, click Options then select Export List.
4. Decide whether to include survey questions (if responses collected at checkout should be part of the export).
5. Enter the email address to receive the file, then click Send or download to the download center

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Tips & Troubleshooting

• Note that exports for large events might take a few minutes to process.
• Refer to our guide on Managing and Filtering Attendee Lists if you have difficulty locating specific details.

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4. Summary Scan and Sales report

You can see a high level report of ticket sales and ticket scans

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Step-by-Step Instructions

1. Log in to your account and click Reports from the top rail.
2. Select Scan Report
3. Search by Event Name, time frame, and event status

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5. Refund Report

You can see all refunds associated with an event

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Step-by-Step Instructions

1. Log in to your account and click Events from the top rail.
2. On the event page, click on Order Management, select More Reports, and select Refund Report

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6. Square Merchandise (upsell report)

You can see all of the Square items you have sold and their redemption status

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Step-by-Step Instructions

1. Log in to your account and click Events from the top rail.
2. On the event page, click on Order Management, select More Reports, and select Square Merchandise Report

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Step-by-Step Instructions

1. Log in to your account and click Reports from the top rail.
2. Select Refund Report
3. Search by Event Name, time frame, and event status

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7. Event Level Order Report

You can see all of orders associated with an event

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Step-by-Step Instructions

1. Log in to your account and click Events from the top rail.
2. On the event page, click on Order Management, select More Reports, and select Export Order List to get a list of orders or Export Sales Report to get a list of all tickets sold

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8. Event Level Attendee Report

You can see all of Attendees associated with an event along with their attendee questions

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Step-by-Step Instructions

1. Log in to your account and click Events from the top rail.
2. On the event page, click on Attendee List, select Options, and select Export List to get a list of Attendees with their attendee questions.