Technical information
If you are looking for more technical information please visit BI and reporting domains
Introduction
S-360 reports are tables with the possibility to display a simple chart on top.
The configuration screen will allow you to select the proper dataset (domain), apply filters and options (groupings, columns, etc.), and several export possibilities.
S-360 reports are grouped in three main kinds:
| KIND | DESCRIPTION | NOTES |
|---|---|---|
| Any pre-configured report in S-360 is labelled as standard (approx. 70, according to your vertical). | Included by default |
| When editing a standard S-360 report (using its specif domain-based filters and datasets) you create a custom report. |
|
| Reports specifically built to meet more complex needs. | Paid service (if feasibility analysis provides positive outcome). |
Add a new report
When clicking on NEW you will be able to select a domain (sub-topic).
Please note that the type of report is purely informative and it describes the general area on which the domain is focused:
→ a type of report may have more domains (sub-topics)
→ a domain may have more standard reports (i.e. use case examples)
Your selection should be primarily driven by the domain/sub.topic.
Table of domains
The following table provides an overview of the domains available in S-360. ON the last column you find an indication of what each report displays per single row.
(Click on the type to get more specific and technical information)
| TYPE OF REPORT (Theme) | DOMAIN | DOMAIN DESCRIPTION | INFO (1 record = ) |
|---|---|---|---|
Account follow up | Pending account and credit account follow-up | 1 financial transaction performed on the pending or credit account account of a given contact with information related to payment, operator, sales channel, etc. | |
| List of payments | List of payments and refunds | 1 payment or 1 refund with info for about contact, date, amount and method of payment, status, operator .. | |
Voucher management | Voucher management | 1 voucher with info such as product, value, state, order, information on use (date, channel) ... | |
| Attendance | Attendance | Attendance statistics | 1 operation/movement with info which product, ticket (if any), tariff, sales channel, geo area .. |
Availability | Product follow up | Product availability | Quota and availability of a product for a given contingent with info on quota, availability .. |
| Room availability | Availability of seats in a given room | For a given performance, number of seats in a given seat cat., contingent with the quantity of sold, booked ... | |
| Configuration | Product configuration | Configuration information summary | Specific report with tables summarizing the catalogue configuration |
| Contact | Cultural history | Cultural history of a contact | 1 cultural contact of a given product on operation (sale or reserved.) with info about product, order ... |
Goods | Purchase diary | Purchase diary (by cultural institution) of a selection of goods | 1 order of purchase of merchandise item intended for a given location, with info on supplier quantity ... |
| Stock status | Stock status of a selection of goods | State of the stocks of a certain goods in a certain location | |
Sales | Product revenue payment | Link between operation and payment | 1 sale or cancellation of a specific product on operation with also info on payment method |
List of invoices | List of invoices and payment tracking | 1 invoice with info about contact, invoice itself (e.g. amount, date, etc.), state ... | |
List of sales | Detailed information on sales | 1 sale, reservation o refund of a given product in given date with info e.g. order, advantage, contingent, amount .. | |
| Product revenue | Number of sales and revenue | 1 sale or cancellation of a specific product with info about date, channel, tariff .. | |
| Summary of fees | Revenue due to fees | Fees amount of a given type charged at the sale of a given product with a given validity date and tariff | |
| Seats | List of seats | Detailed information on seats | 1 seat in a specific event/match, order, with info aboutposition, state, contact, price, etc. |
Tickets | Access control | Access control history | 1 electronic control performed on a ticket with information related to date, timetable, product, etc |
| List of tickets | List of tickets | 1 ticket with information relating to contact, price, bar code, order etc. | |
| Questionnaires | Answers to questionnaires | 1 answer to the questionnaire question connected to a ticket with info on contact, application, ticket .. | |
Visits | Guide planning | Guides availability | 1 availability or unavailability period of a guide with info like date, hour, day of the week of the period |
| Visit planning | Visit planning | 1 visit on a given timeslot led by a given guide for a given group with info regarding theme and language, purchase, group info, etc. |
Please note that the domains related to type "Cash desk details" (Cash desk closure, Cash desks details, Cash desk verification) though displayed in the list, are not meant to be used in this module.
When selecting a template you can set the visibility (you will be able to change that later if needed).
Basic structure of a report
Once report is added to your list, select its line and click on EDIT to see and modify all the parameters available for it (for its domain). According to the domain, some filters/data may or may not be available.
The general structure of a report includes two main sections and general saving/sharing options:
Filters (1): some of them might be hidden (click on 
to display them)
Report definition (2): further options, grouping choices
Saving and sharing options (at the very bottom of the report configuration screen)
Filters
In this section you can:
1 - Tick the filters' check box → to set the related filters as visible and modifiable for the operators (with read only privileges)
2 - Untick the filters' check box → to set the related filters as not visible and therefore not modifiable for the operators (with read only privileges). Please note that the filters will still work as configured!
3 - Select the filters' contents → to actually set your conditions according to the filters' content.
Report definition
Also this section may vary a lot according to chosen the report/domain. It has three main areas:
1 - General options: NB when modifying the options' choices the columns selection below (see point 3) are often reset, resulting in a loss of configuration. We suggest you select these options before filtering the columns, in order to avoid redoing the settings.
2 - Groupings: depending on the domain is it possible to set up to 5 possible groupings as the first 5 columns of the report. NB: it means giving up all the details per row that by nature cannot be added up (example: tariffs name).
NB Grouping allows you to have fewer rows, summing values that are quantities or amounts. It means giving up all the details per rows that by nature cannot be summed, and sometimes resulting in a loss of columns.
→ If they are important values, you can set them directly as groupings (if available)
→ You may need to use different reports and/or external data manipulation
example: List of payment: Grouping payments makes 'Rate' column disappear.
3 - Columns: you can filter the columns left after the options/groupings set above. Please note the display order is given by default and cannot be changed.
Saving and sharing options
1 - Sharing: review access settings
2 - Last update: this will tell you up to what time the report's results will be. It refreshes every few minutes.
3 - Preview: to launch the report without saving it (often used during first report configuration, to go back and forth to set and refine the options until the desired result is achieved)
4 - Saving: you can rename the report from here (Save as): be aware that if you "save as" the edit screen will stay on the report originally opened (not the new one just saved).
Results and export options
You can open the read-only screen of each report by clicking on GENERATE or double-clicking on its line. This screen will show only the filters/options ticked during the configuration.
Once generated, each standard and custom report will have:
1 - Summary of filters
2 - Chart (if ticked)
3 - Columns, groupings and resulting data as configured according to filters
4 - Export options
You might need to export the results as csv or excel file to apply further personalization outside the solution.
