Make sure you are viewing your account dashboard by clicking the Dashboard tab on the left side navigation panel.
- Click on the event to open the tools for that event
- Click the Sales section, then Share
- Enter the email address that you would like to share the information with
- Click Add to automate the types of reports you'd like to share, along with the frequency you'd like them sent (see second image for further details)
- Click Send Daily Report Now or Send Weekly Report Now to immediately send the reports
Editing the Automated Reports and Frequency
After entering an email address and clicking Add, the following box will appear to allow you to tailor the automatic reports this email will receive.
- Report Type: Choose whether you'd like to send daily or weekly reports
- Delivery Date: Designate which day/days you'd like the reports to be sent- They will be delivered at midnight for each day you select
- Counts/Totals: Toggle between the options to determine whether you'd like the reports to include totals, or only counts
- Filter Options: Click this option to Exclude certain ticket types from appearing in the automated reports
For further assistance in sharing or automating reports, please contact clients@prekindle.com.