ACME Standard Reports are an out-of-the box reporting solution that will help you get the most out of ACME on day one. These curated reports were built with your major workflows in mind. From daily box office close out procedures to monthly attendance and revenue tracking, ACME Standard Reports provide a reliable way to report on the data that matters most.
ACME Standard Reports come pre-loaded in all new client environments. The filters, groupings, summaries, and counts have been pre-set and cannot be changed by users. This ensures you have a set of reliable reports to fall back on should you choose to build your own custom reports.
Duplicating and Customizing a Standard Report
If you choose, you can use an ACME Standard Report as the base for a custom report. This will allow you to manipulate the fields and filters of a Standard Report while preserving the original report.
To assist with organization, we have employed the following naming convention:
TYPE: Report Name
D - Donation Reports
E - Event Reports
G - Group Sales Reports
M - Membership Reports
O - Order Reports
P - Payment Reports
R - Revenue Reports
U - Usage (Ticket Scanning) Reports
ACME Standard Reports
Each ACME Standard Report is documented below and includes information about the report, the type of report it is, when you would use it, and any tips and tricks for using the report.
We have also included all of the fields, filters, groups, and summaries should you choose to build your own versions of the reports. See the FAQ section at the end of this article for more information.
Report Name
D: Donations Detail
Report Type
Donation Reports
Report Description
All standard donations fields - best viewed by exporting to CSV
Report Summary
Lists all standard Donations fields
Use
Used by Accounting or Development to export all Donations data out of ACME
Data Source
Donations
Fields
AddOnName
AddOnType
Amount
CustomerAddressCity
CustomerAddressCountry
CustomerAddressState
CustomerAddressStreet1
CustomerAddressStreet2
CustomerAddressSuburb
CustomerAddressZip
CustomerEmail
CustomerFirstName
CustomerId
CustomerImportId
CustomerLastName
CustomerPhoneNumber
CustomerSource
DedicationFirstName
DedicationLastName
DedicationNotes
DonationAppealName
DonationCampaignName
DonationFundName
DonorDedication
DonorRecognitionCorpName
DonorRecognitionNote
DonorRecognitionType
GiftImportId
MembershipNumber
NotificationCity
NotificationCountry
NotificationEmail
NotificationFirstName
NotificationLastName
NotificationPhone
NotificationState
NotificationStreetAddress1
NotificationStreetAddress2
NotificationZip
OrderId
OrderNumber
PaymentMethod
SalesChannel
TransactionDate
Report Name
D: Donations Summary
Report Type
Donation Reports
Report Description
Total of all gifts per day
Report Summary
Aggregated list of all gifts by transaction date
Use
Used by Accounting or Development to review the total donations received by date
Data Source
Donations
Groups
TransactionDate (DayMonthYear)
SalesChannel
Summaries
Amount (Sum)
Report Name
E: Daily Event Overview
Report Type
Event Reports
Report Description
Events scheduled, capacity, and total tickets sold
Report Summary
List of events, capacity, tickets sold, and remaining availability
Use
Used by the Box Office or Group Sales staff to get an overview of the day's activity and an idea of how much traffic is coming through on a given day.
Data Collection
Events
Fields
EventName
EventStartTime
EventEndTime
Capacity
SoldQuantity
AvailableQuantity
Report Name
G: Account Order History
Report Type
Group Sales Reports
Report Description
Listing of orders associated with an Organization.
Report Summary
Aggregated list of orders associated with an organization
Use
Used by Group Sales to analyze trends in orders associated with an Organization.
Tips and Tricks
To review a single Organization's history, duplicate this report and change the "AccountName exists" filter to "AccountName equals ________" with the name of the organization in the blank.
Make sure you set the OrderCreationDate to 1/1/2000 - Today to capture all activity.
Data Source
Sale
Filters
AccountName exists
Groups
OrderCreationDate (DayMonthYear)
AccountName (DayMonthYear)
OrderNumber (DayMonthYear)
PaymentStatus
EventStartTime (DayMonthYear)
Summaries
Quantity Sum
TotalPaidAmount Single
OrderBalanceAmount Single
DiscountedTotalAmount Single
Report Name
G: Group Sales Payment Details
Report Type
Group Sales/Payments
Report Description
Flat-file of all payment details associated with an Organization.
Report Summary
Aggregated list of orders associated with an organization
Use
Used by Group Sales, Operations, or Accounting to review a detailed history of payments received from an Organization
Tips and Tricks
To review a single Organization's history, duplicate this report and change the "AccountName exists" filter to "AccountName equals ________" with the name of the organization in the blank.
Data Source
Transactions
Filters
TransactionType contains Payment,Refund
OrganizationName exists
Fields
TransactionDate
OrderNumber
OrganizationName
ContactFirstName
ContactLastName
BillingFirstName
BillingLastName
TransactionType
PaymentAmount
PaymentMethod
CreditCardBrand
TransactionNotes
ExternalChargeId
Report Name
M: Membership Event Attendance by Event Name and Membership Level
Report Type
Membership Reports
Report Description
Member-associated event attendance and revenue.
Report Summary
Aggregated event attendance and revenue (tickets only) sold to a member
Use
Used by the Membership Team to see how many members are attending events
Tips and Tricks
Note: This report only includes attendance and revenue generated from ticket sold to members. It does not include revenue from memberships, add-ons, or non-member-associated purchases.
Data Source
Transactions
Filters
OrderItemType equals Event
TransactionType contains Sale,RefundSale
MembershipNumber exists
Groups
EventName
TicketType
MembershipLevelName
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
M: Membership Lifecycle Actions (Detail)
Report Type
Membership Reports
Report Description
Listing of Membership Lifecycle Actions taken during a selected date range.
Report Summary
List of all Membership lifecycle actions performed
Use
Used by the Membership department to see what lifecycle actions are being performed during a particular period.
Data Source
Memberships
Fields
TransactionDate
MembershipNumber
TransactionLifecycleAction
CardType
MembershipLevelName
TransactionPrice
CardName
Report Name
M: Membership Sales by Membership Type (Summary)
Report Type
Membership Reports
Report Description
Summary of Membership sales by Membership Level during a select period of time
Report Summary
Aggregated membership quantity sold and revenue generated by membership type
Use
Used by the Membership department to analyze performance of individual Membership Levels as compared to other levels.
Data Source
Transactions
Filters
OrderItemType does not contain Combo,ComboInventory,Donation,Event,Inventory,RebookingFee
Groups
OrderItemType
ItemMembershipLevelName
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
M: Membership Sales by User (Summary)
Report Type
Membership Reports
Report Description
Summary of Membership sales grouped by User and Membership Level during a select period of time
Report Summary
Aggregated membership quantity sold and revenue generated by membership type and user
Use
Used by the Membership, Operations, and Visitor Services departments to see which memberships are being sold by each individual user.
Tips and Tricks
This is a great tool to use for tracking sales incentives or competitions for the front-line staff!
Data Source
Transactions
Filters
OrderItemType does not contain Combo,ComboInventory,Donation,Event,Inventory,RebookingFee
Groups
TransactionUserLogin
OrderItemType
ItemMembershipLevelName
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
M: Ticket Conversion Report
Report Type
Membership Reports
Report Description
List of Orders and conversion amount where tickets were converted to a membership
Report Summary
List of Orders where ticket revenue was converted into membership revenue
Use
Used by the Membership and Accounting departments to gather a list of orders where tickets were converted.
Tips and Tricks
The list of orders generated from this report can be further analyzed using one of the various revenue or order reports by adding the order numbers to an "OrderNumber contains ___________" filter. Just make sure your list of order numbers is comma-separated when you add them to your new filter.
Data Source
Sale
Filters
ConversionStatus equals MembershipConversion
Groups
OrderNumber
Summaries
Quantity Sum
TicketAmount Sum
Report Name
O: Order Arrivals Report (Account Orders Only)
Report Type
Order Reports
Report Description
List of Group Sales Orders with an event scheduled during a select period of time
Report Summary
Aggregated list of arriving orders associated with an Organization
Use
Used by Group Sales to get an overview or orders arriving on a day, including payment and balance information.
Tips and Tricks
Printing this report and placing it at the Box Office each morning is a great way to give front-line ticket sellers an idea of when they can expect large groups to enter their lines.
Data Source
Sale
Filters
AccountName exists
Groups
OrderNumber
EventStartTime (Date)
EventName (Date)
AccountName
ContactFirstName
ContactLastName
Summaries
TotalTickets Single
TotalAmount Single
TotalPaidAmount Single
OrderBalanceAmount Single
Report Name
O: Order Arrivals Report (All Orders with Contact)
Report Type
Order Reports
Report Description
List of all Orders associated with a contact that includes events scheduled during a select period of time
Report Summary
Aggregated list of arriving orders associated with an Organization and/or a contact
Use
Used by Visitor Services to see all orders arriving on a day, including payment and balance information.
Tips and Tricks
When printed in the morning, this report will show all reservations and advanced sales for a day. This is a great way to set expectations for front-line ticket sellers.
Note: This report only excludes orders where no contact or billing information is collected. The primary exclusions are walk-up orders who pay with cash and don't provide any information.
Data Source
Sale
Filters
ContactLastName exists
Groups
OrderNumber
EventStartTime (Date)
EventName (Date)
AccountName
ContactFirstName
ContactLastName
Summaries
TotalTickets Single
TotalAmount Single
TotalPaidAmount Single
OrderBalanceAmount Single
Report Name
O: Unpaid Orders Report
Report Type
Order Reports
Report Description
Orders with unpaid balances
Report Summary
List of orders with an unpaid balance
Use
This report is primarily used by the Accounting and Group Sales departments to invoice customers. It can also be used by Visitor Services to get an idea of which groups need to pay a balance before entering the facility.
Data Source
Sale
Filters
OrderBalanceAmount not equal to 0.00
Fields
OrderNumber
AccountName
ContactFirstName
ContactLastName
DiscountedTotalAmount
TotalPaidAmount
OrderBalanceAmount
TotalAmount
PaymentStatus
Report Name
P: All Payments (Detail)
Report Type
Payment Reports
Report Description
A detailed listing of all payments for a user-defined period
Report Summary
List of all payment transactions with full details for a period
Use
Used by Accounting or Operations to find a specific payment transaction. Use this report when a visitor needs to find an order but doesn't have a lot of information to search.
Data Source
Transactions
Filters
TransactionType contains Payment,Refund
Fields
TransactionDate
OrderNumber
TransactionType
SaleChannel
TransactionUserLogin
TerminalId
PaymentMethod
CreditCardBrand
CreditCardLast4Digits
ExternalChargeId
TransactionAmount
Report Name
P: All Payments by Form of Payment
Report Type
Payment Reports
Report Description
Total payments across all sales channels for a user-specified date range broken out by form of payment.
Report Summary
Aggregated list of payments by form of payment
Use
Used by Accounting and Operations to determine total receipts across all sale channels.
Data Source
Transactions
Filters
TransactionType contains Payment,Refund
Groups
PaymentMethod
Summaries
DiscountedAmount Sum
Report Name
P: All Payments by Sale Channel
Report Type
Payment Reports
Report Description
Total payments across all sales channels for a user-specified date range broken out by Sale Channel.
Report Summary
Aggregated list of payments by form of payment
Use
Used by Accounting and Operations to determine total receipts for each sale channel.
Data Source
Transactions
Filters
TransactionType contains Payment,Refund
Groups
SaleChannel
Summaries
DiscountedAmount Sum
Report Name
P: All Payments by Sale Channel and Form of Payment
Report Type
Payment Reports
Report Description
Total payments across all sales channels for a user-specified date range broken out by sale channel and form of payment. This report is used to determine total receipts.
Report Summary
Aggregated list of payments by form of payment and sale channel
Use
Used by Accounting and Operations to determine total receipts for each sale channel divided by form of payment. This report would mainly be used for research and probably wouldn't be used on a regular basis.
Total payments for all Point of Sale workstations for a user-specified date range broken out by form of payment. This report is used to determine total Box Office receipts.
Report Summary
Aggregated list of all payments taken at the Point of Sale
Use
This is one of the primary daily closeout reports for the Box Office. Use this report to determine all receipts from all Box Office workstations to prepare the daily deposit.
Tips and Tricks
Data Source
Transactions
Filters
TransactionType contains Payment,Refund
SaleChannel equals Pos
Groups
PaymentMethod
Summaries
DiscountedAmount Sum
Report Name
P: Box Office Payments by Workstation
Report Type
Payment Reports
Report Description
All payments collected at the Point of Sale for a user-specified date range broken out by workstation and form of payment.
Report Summary
Aggregated list of payments taken at the Point of Sale seperated by workstation
Use
This is one of the primary daily closeout reports for the Box Office. Clients who assign a till to a single workstation shared by multiple users can use this report to determine receipts for each workstation.
Data Source
Transactions
Filters
TransactionType contains Payment,Refund
SaleChannel equals Pos
Groups
TerminalId
PaymentMethod
Summaries
DiscountedAmount Sum
Report Name
P: Payments by User
Report Type
Payment Reports
Report Description
All payments collected by a specific user for a user-specified date range broken out by form of payment. Note: This report excludes Online sales as those are not associated with an internal user.
Report Summary
Aggregated list of payments taken at the Point of Sale seperated by user
Use
This is one of the primary daily closeout reports for the Box Office. Clients who assign a till to a single user and no other users have access to that drawer can use this report to determine receipts for each workstation.
Data Source
Transactions
Filters
TransactionType contains Payment,Refund
TransactionUserLogin exists
Groups
TransactionUserLogin
PaymentMethod
Summaries
DiscountedAmount Sum
Report Name
P: Refund Report (Detail)
Report Type
Payment Reports
Report Description
Details of refunds given to customers during a user-specified time period
Report Summary
List of all refunds with full details for a period
Use
Used by Accounting and Operations to review detailed information on refunds given during a period. Normally, this report is use to investigate anomalies. One of the "summary" versions of the refund report are normally attached to daily closing paperwork.
Data Source
Transactions
Filters
TransactionType equals Refund
Fields
TransactionDate
OrderNumber
SaleChannel
TerminalId
TransactionUserLogin
Quantity
OrderItemType
EventName
EventStartTime
TicketType
AddOn
ItemMembershipLevelName
PaymentMethod
CreditCardBrand
DiscountedAmount
Report Name
P: Refund Report (Summary - All Sale Channels)
Report Type
Payment Reports
Report Description
Details of refunds given to customers during a user-specified time period
Report Summary
List of all refunds with high-level information for a period
Use
Used to show all refunds for the day from all sale channels. This report would be included in the overall daily closing package as it captures all refund transactions at the venue.
Data Source
Transactions
Filters
TransactionType equals Refund
Fields
TransactionDate
OrderNumber
SaleChannel
TransactionUserLogin
TerminalId
PaymentMethod
CreditCardBrand
DiscountedAmount
Report Name
P: Refund Report (Summary - Box Office Only)
Report Type
Payment Reports
Report Description
Details of refunds given to customers during a user-specified time period
Report Summary
List of refunds performed at the Box Office with high-level information for a period
Use
Used to show all refunds that occured at the Box Office only. This report would be included in the daily Box Office closing packet
Data Source
Transactions
Filters
TransactionType equals Refund
SaleChannel equals Pos
Fields
TransactionDate
OrderNumber
TransactionUserLogin
TerminalId
PaymentMethod
CreditCardBrand
DiscountedAmount
Report Name
R: All Revenue (Detail)
Report Type
Revenue Reports
Report Description
A detailed listing of all revenue transactions for a user-specified date range
Report Summary
List of all revenue transactions with full details for a period
Use
Generally used for deep analysis or to export data for use in an external system.
Tips and Tricks
Note: This report is based on transaction date or the date of the sale. Because add-ons and Memberships don't necessarily have an event date associated with them, reporting on these items has to happen on the sale date.
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
Fields
TransactionDate
OrderNumber
SaleChannel
TransactionUserLogin
TerminalId
TransactionType
OrderItemType
Quantity
EventStartTime
EventName
TicketType
AddOn
AddOnType
ItemMembershipLevelName
ItemMembershipOfferingName
Amount
DiscountCode
DiscountValue
DiscountedAmount
Report Name
R: Daily Item Sales and Revenue Summary
Report Type
Revenue Reports
Report Description
Summarizes the quantity of items sold and revenue generated grouped by date for a user-specified date range.
Report Summary
Aggregated items sold and revenue generated by transaction date
Use
Used by Accounting and Operations to record or recognize revenue based on Sale Date
Tips and Tricks
Note: This report is based on transaction date or the date of the sale. Because add-ons and Memberships don't necessarily have an event date associated with them, reporting on these items has to happen on the sale date.
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
Groups
TransactionDate (DayMonthYear)
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
R: Daily Item Sales and Revenue by Item Type
Report Type
Revenue Reports
Report Description
Summarizes the quantity of items sold and revenue generated grouped by date and item type for a user-specified date range.
Report Summary
Aggregated items sold and revenue generated by transaction date and item type
Use
Used by Accounting and Operations to record or recognize revenue based on Sale Date.
Tips and Tricks
Note: This report is based on transaction date or the date of the sale. Because add-ons and Memberships don't necessarily have an event date associated with them, reporting on these items has to happen on the sale date.
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
Groups
TransactionDate (DayMonthYear)
OrderItemType
AddOnType
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
R: Daily Item Sales and Revenue by Sale Channel
Report Type
Revenue Reports
Report Description
Summarizes the quantity of items sold and revenue generated grouped by date for a user-specified date range.
Report Summary
Aggregated items sold and revenue generated by transaction date and sale channel
Use
Used by Accounting and Operations to record or recognize revenue based on Sale Date.
Tips and Tricks
Note: This report is based on transaction date or the date of the sale. Because add-ons and Memberships don't necessarily have an event date associated with them, reporting on these items has to happen on the sale date.
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
Groups
TransactionDate (DayMonthYear)
SaleChannel
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
R: Event Attendance and Revenue by Event Date
Report Type
Revenue Reports
Report Description
Total quantity of items sold and revenue generated during the user-specified date range broken up by event date. Note: this report excludes any sales not associated with an event.
Report Summary
Aggregated tickets and event-associated add-ons sold and revenue generated by event date
Use
Used by Accounting and Operations to record or recognize attendance and event revenue based on event date.
Tips and Tricks
Note: This report is based on Event Date or date of visit. Because add-ons and memberships aren't necessarily tied to an event, those items may not be included in this report
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
EventName exists
Groups
EventStartTime (DayMonthYear)
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
R: Event Attendance and Revenue by Event Name
Report Type
Revenue Reports
Report Description
Total tickets sold and revenue generated during the user-specified date range broken up by event name. Note: This report only includes tickets and add-ons associated with an event. It does not include revenue from membership sales.
Report Summary
Aggregated tickets and event-associated add-ons sold and revenue generated by event name
Use
Used by Accounting and Operations to record or recognize attendance and event revenue based on event date.
Tips and Tricks
Note: This report is based on Event Date or date of visit. Because add-ons and memberships aren't necessarily tied to an event, those items may not be included in this report
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
EventName exists
Groups
EventName (Date)
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
R: Event Attendance and Revenue by Event Name and Item Name
Report Type
Revenue Reports
Report Description
Total quantity of items sold and revenue generated during the user-specified date range broken up by event name and item name. Note: this report excludes any sales not associated with an event.
Report Summary
Aggregated tickets and event-associated add-ons sold and revenue generated by event and item name
Use
Used by Accounting and Operations to record or recognize attendance and event revenue based on event date.
Tips and Tricks
Note: This report is based on Event Date or date of visit. Because add-ons and memberships aren't necessarily tied to an event, those items may not be included in this report
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
EventName exists
Groups
EventName (Date)
TicketType
AddOn
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
R: Item Sales and Revenue by Item Type
Report Type
Revenue Reports
Report Description
Total quantity of items sold and revenue generated during the user-specified date range broken up by order item type.
Report Summary
Aggregated items sold and revenue generated by item type
Use
Used by Accounting and Operations to record or recognize revenue based on Sale Date.
Tips and Tricks
Note: This report is based on transaction date or the date of the sale. Because add-ons and Memberships don't necessarily have an event date associated with them, reporting on these items has to happen on the sale date.
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
Groups
OrderItemType
AddOnType
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
R: Item Sales and Revenue by Sale Date and Item Type
Report Type
Revenue Reports
Report Description
Total quantity of items sold and revenue generated during the user-specified date range broken up by transaction data and order item type.
Report Summary
Aggregated items sold and revenue generated by item type and sale date
Use
Used by Accounting and Operations to record or recognize revenue based on Sale Date.
Tips and Tricks
Note: This report is based on transaction date or the date of the sale. Because add-ons and Memberships don't necessarily have an event date associated with them, reporting on these items has to happen on the sale date.
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
Groups
TransactionDate (DayMonthYear)
OrderItemType
AddOnType
Summaries
Quantity Sum
DiscountedAmount Sum
Report Name
R: Total Revenue by Sale Channel
Report Type
Revenue Reports
Report Description
Total revenue generated across all sales channels for a user-specified date range broken out by sale channel.
Report Summary
Aggregated total revenue by sale channel
Use
Used by Accounting and Operations to record or recognize revenue based on Sale Date.
Tips and Tricks
Note: This report is based on transaction date or the date of the sale. Because add-ons and Memberships don't necessarily have an event date associated with them, reporting on these items has to happen on the sale date.
Data Source
Transactions
Filters
TransactionType contains Sale,RefundSale
Groups
SaleChannel
Summaries
DiscountedAmount Sum
Report Name
U: Ticket Use by Event
Report Type
Usage Reports
Report Description
Number of tickets sold and checked in by event.
Report Summary
Aggregated event listing with tickets sold and checked in
Use
Used in venues that scan tickets to determine how many tickets were sold and how many tickets were checked in to an event.
Tips and Tricks
To get usage percentage, divide the total tickets checked in by the total tickets sold on an event. This will tell you what percentage of ticket purchasers are "no-shows"
Data Source
TicketAnalytics
Groups
EventStartTime (Date)
EventName
Summaries
TicketQuantity Sum
CheckedInCount Sum
Report Name
zAnalytics-(FIN) Settle Daily ACME Use Only
Report Type
ACME Internal Reports
Report Description
ACME Use Only - Used to calculate fees
Report Name
zAnalytics-(FIN) Monthly ACME Use Only
Report Type
ACME Internal Reports
Report Description
ACME Use Only - Used to calculate fees
FAQ
We have a lot of reports in our environment already. Do we have to take the ACME Standard Reports?
All new clients will automatically receive the ACME Standard Reports when their environment is set up. Existing clients can elect to have them deployed by contacting ACME Product Support.
I am only interested in a couple of the reports. Can I choose which Standard Reports I want seeded to my environment?
The Standard Reports come as a full set and cannot be selected a la carte. If you only want a couple of the reports, we have included the fields, filters, groups, and summaries so you can build your own!
Will you be releasing more ACME Standard Reports?
Yes! And your feedback is appreciated. If you have an idea for a Standard Report, please reach out to Support and let us know! We intend this collection of reports to be ever-evolving.
