Dashboard by Date

Report Overview

The Dashboard by Date report provides a comprehensive overview of order activity and revenue across multiple events for a selected reporting period. It highlights key revenue statistics, storefront performance, purchasing behavior, and revenue trends.

Description

Similar to the Event Dashboard, this report provides key statistics about orders and revenue in Boomer. Rather than focusing on a single event, it analyzes activity across events within the selected date ranges.

The report provides insight into the effectiveness of your exhibitor storefront, including when orders are placed and how revenue is distributed across departments, revenue types, and customer types.

You can filter results by event dates, order creation dates, customer types, and event types. The Sections to Include parameter allows you to select which portions of the dashboard appear in the report.

Report Example

Dashboard by Date report example

Available Filters

Use the following filters to define the reporting period, select the events and customers included, and customize the dashboard sections displayed.

Field Name Available Values Default
Event Starting Date Beginning event start date for the reporting period Beginning of time
Event Ending Date Ending event start date for the reporting period Now
Order Created Start Beginning order creation date for the reporting period Beginning of time
Order Created End Ending order creation date for the reporting period Now
Customer Type(s) All customer types All
Event Type(s) All event subtypes All
Sections to Include Exhibitor Pace and Source
Department Summary
Revenue Type Summary
Order Summary
Customer Type Summary
Department By Customer Type
Revenue Type By Customer Type
Event Details
All except Event Details

Filter Details

Event Starting Date and Event Ending Date: Define the range of event start dates included in the report.

Order Created Start and Order Created End: Define the range of order creation dates used to analyze order and revenue activity.

Sections to Include: Allows you to choose which dashboard sections appear in the report. By default, all sections except Event Details are included.

Report Details

The Dashboard by Date report offers eight sections that can be included or excluded based on your reporting needs.

Exhibitor Pace and Source

Provides insight into exhibitor ordering activity, including when orders are placed and the sources of those orders.

Department Summary

Summarizes revenue activity by department.

Revenue Type Summary

Provides a breakdown of revenue by revenue type.

Order Summary

Summarizes order activity for the selected reporting period.

Customer Type Summary

Provides a summary of activity by customer type.

Department By Customer Type

Breaks down departmental activity by customer type.

Revenue Type By Customer Type

Breaks down revenue types by customer type.

Event Details

Provides event-level details for the events included in the reporting period. This section is excluded by default.

Tip: Use Sections to Include to focus on specific areas of performance. For a high-level revenue overview, include the summary sections. To review individual event information, add Event Details.

Sample Report

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View Sample Report

Open the Dashboard by Date PDF to see an example of the finished report, including revenue summaries, order activity, and dashboard analysis.